Our Team

  • Robert W. Volpe CFP®

    Robert W. Volpe CFP®

    President

  • J. Phillip Passey AAMS®

    J. Phillip Passey AAMS®

    Financial Advisor

  • Lisa M. Coello

    Lisa M. Coello

    Office Manager

  • Kristin Burdier

    Kristin Burdier

    Client Services Manager

  • Kerri Pait

    Kerri Pait

    Branch Assistant