OUR TEAM

JOEL D. TICKNOR, CFP®

Joel D. Ticknor, CFP®

Founder, Chairman Emeritus
Mark Atherton

Mark Atherton, CFP®

Partner, Chief Executive Officer
Kevin Lozer

Kevin Lozer, CFP®

Partner, Chief Operating Officer
Helen Burnett

Helen Burnett

Client Services Manager
Shawn Steel, CFP

Shawn Steel, CFP®

Financial Planner
Lucy Robeson

Lucy Robeson, CFP®

Financial Planner, Director of Operations

Belinda Ramberg

Portfolio Administrator
Certified Financial Planners