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
Trust and Estate Administration Paralegal
Kimberly Kuhn
Director of Client Services
Michael J. Paquin, EA
Director of Tax Services
Harold Kleinman, CPA
Tax Advisor & Client Service Associate