OUR TEAM

We've got an entire team dedicated to supporting you.

Sean Carter - AAP, APRP
President & CEO

Joe Casali - AAP, APRP
Executive Vice President

Caitlyn Mullins-Smith - AAP, APRP, NCP
Vice President & Director

Sandra Cinelli Roland - AAP, APRP, CAMS, NCP
Lead Advisor

James Lawrence - AAP, NCP
Advisor

Diane J Palmer - AAP, NCP
Advisor

Beth A. Patrikas - AAP
Advisor

Rayleen M. Pirnie - BCJ, AAP, APRP
Advisor

Elyssa Morgan - AAP, APRP
Advisor

Mary Mumper-Morrison - AAP, APRP, CAMS, NCP
Advisor

Emily Bolin
Client Services Coordinator

Jim Seavey
Advisor

Heather Williams
Advisor

Kathleen Shea - AAP, APRP, CAMS, NCP
Advisor

Interested in joining the team?