We congratulate the following Associates on their firm anniversaries:
Bob DiMeo, Managing Partner - 24 years
Mike Benoit, CIMA®, CFP®, Managing Director, The Wealth Office™ - 24 years
Steve Dufault, CIMA®, Defined Contribution Practice Leader, Senior Consultant - 20 years
Pat Murphy, Director of First Impressions - 20 years
Brian Carlson, CFA, Partner, Senior Consultant - 13 years
Jason Smith, Manager of Information Technology - 7 years
Curt Lawhorn, CPA, Research Director - Global Private Markets - 5 years
Ryan Tracy, CFP®, Senior Consultant, The Wealth Office™ - 2 years
Kristina Orona, Director of Human Resources - 1 year