Our Associates

We collaborate with you to help optimize your wealth without the limitations of predetermined needs and goals.  By identifying strategies to reduce taxes, unnecessary costs, and risks, we work with you to maximize your financial potential.

James J. Hoogasian, MBA
Financial Planner
Registered Representative

Kerri Aleksiewicz Melley, MBA
Financial Planner
Registered Representative

Tanya M. Cabral
Client Relations Manager, Registered Representative

Meet the  Baystate Specialists

John Lian
Financial Planner
Registered Representative