Advisory Team

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Advisory Team

“The Team Behind our Team” is a carefully selected group of professional advisors with whom we work. These individuals are experts in their fields and are available to assist us in addressing your needs. Often, it is with their help that we evaluate specific challenges and devise appropriate recommendations. We are pleased to introduce them to you.

Scott Grenier

Scott Grenier, CFP®, AEP®

Senior Vice President | Manager of Estate Planning

Linda Grant-Smith

Linda Grant Smith, CFP®, CPWA®

Senior Financial Planner

Timothy Steffen

Timothy Steffen, CPA-PFS, CFP®, CPWA®

Director of Tax Planning

Kyle Sheridan

Kyle Sheridan

Vice President, Trust Officer

Matthew Stanhope

Matthew Stanhope

PWM Financial Planner

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