Contact Us

Please contact us with any questions or to schedule a meeting:

Telephone: 508-598-1082
Fax: 508-598-1087

Office Location:
161 Worcester Road, Suite 408
Framingham, MA  01701

General email inquiries: [email protected]

Direct Email


Christopher S. Borden, CRPS®

Mike Flaherty, CFP®

Daniel J. Flanagan, CPA/PFS, CFP®, AEP®

Christopher P. Gullotti, CFP®

Joelle D. Spear, CFP®


Retirement Plan Services 

Eric Kristenson, AIF®, CRPS®

Client Service Managers

Gosia Bushko 

Eileen Carlson

David Jaeger

Office Staff

Gretchen Eames

Jeffrey Briskin

Lauren Leverone


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