View Our 1st Qtr Newsletter

View Our 1st Qtr Newsletter

We are pleased to announce the redesign of our Quarterly Newsletter. Click here to view the 1st quarter newsletter, which was published on 4/15/2013.

Feedback and comments are welcome.

Marie Villard

Marie Villard

As Director of Operations, Marie enjoys working with clients to help them simplify their financial lives and achieve their goals. She handles a wide array of items, from complex estate transactions to compliance to firm communications.

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