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Our Goal
Our goal is to help our clients achieve peace of mind that they have developed a plan to accomplish their objectives.
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Our Team
Byron E. Woodman
JD, LLM
Founder and CEO
Lee C. McGowan
CFA, CFP®
President & Senior Wealth Advisor
Peter R. Johnson
JD
Attorney, Partner
Greg Racki
JD
Wealth Advisor, Partner
Elizabeth Leonard
JD
Attorney
Miles Burgess
Senior Client Service Associate
David Guilmette
Senior Operations Associate
Pamela J.M. Dixon
Paralegal
Lauren Donahue
Director of Finance and Human Resources
Jason Fitzgerald
Paralegal
Kimberly Kuhn
Director of Client Services
Michael J. Paquin, EA
Director of Tax Services
Harold Kleinman, CPA
Tax Advisor & Client Service Associate
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