Our staff has extensive experience, with a focused commitment to providing attentive, personal service to complement your estate planning, investment, retirement, and continuity needs. We provide a fully disclosed and competitive fee structure based on the market value of the assets under management and the type of services performed.
Full Investment Services
We provide services for individuals, trusts and retirement accounts, with careful selection of the appropriate objectives for you, including distribution and tax planning strategies.
Asset Management, Trust Administration, Will & Probate
We serve as trustee or as agent for a trustee or other fiduciary, or to you individually, to provide all the necessary tools for managing your assets, reporting and compliance.
We are experienced, bonded, ethical and regulated for your security and peace of mind.
Meet Our Trusts & Investments Officers
Don’t hesitate to contact our knowledgeable team members directly. We’re here to help you find the right product for the life you want to live — now and in the future.
Thomas J. Queeney CTFA, CFP®, AEP®
Vice President/Senior Trust Officer
Brianna Adams, J.D., LL.M.
Vice President/Senior Fiduciary Officer
Michael J. Rodier, CFP®, CSRIC
Vice President/Senior Portfolio Manager
George Rooney, CFA®
Vice President/Portfolio Manager