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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
Miles Burgess
Senior Client Service Associate
John P. Corron
CFP®
Senior Wealth Advisor
Pamela J.M. Dixon
Paralegal
Lauren Donahue
Director of Finance and Human Resources
Jason Fitzgerald
Paralegal
David Guilmette
Senior Operations Associate
Kimberly Kuhn
Client Service Manager
Michael J. Paquin, EA
Tax Manager & Trust Administrator
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