About Us

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Managing Member
Mr. Decker joined Hartford National Corporation (predecessor to Shawmut Bank) where he gained broad experience in wealth management. He was appointed Vice President and Director of Planning Services at Fiscal Dynamics, Inc., a nationally recognized consulting firm specializing in planning for...
Family Wealth Analyst
Mr. Bourque began his career working for Sickle Hunter Financial Advisors in Tampa Florida where he was integral in the firm's practice management including the on boarding of new advisors. While at the firm he successfully completed all regulatory licensing. He has held Series 7, Series 66, and...
Managing Member
Mr. Koehm was first employed by J. William Hope & Company where he served as a staff accountant. After several years, he was appointed Supervising Senior Accountant in the Private Business Advisory Group at KPMG Peat Marwick, a nationally known audit, tax and advisory services firm. While at...
Vice President & Client Liaison
Ms. Featherstone began her career working for Philip Morris USA’s Corporate and Government Affairs Department providing economic and legislative research to corporate and industry executives. She analyzed and reported to industry lobbyists on current tax and economic issues pending at state and...