Broker Check

Our Team

Joseph A. Latona, CLTC, CLU, CFP

President and Founder

(978) 834-1263

[email protected]

Joe is a 2005 graduate of St. Anselm College in Manchester, NH, where he earned a Bachelor's of the Arts in Theology. He is married with a young son and lives in Southern New Hampshire. Joe is active in the Deering Sportsman Club, Cub...
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Laura Fitzpatrick

Office Manager


[email protected]

Laura is a graduate of Framingham State University where she earned a BA in Psychology with a concentration in work behavior. She began her career in recruiting before transitioning to the financial services industry when she moved to...
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Paul Hartwell, MBA

Branch Marketing Associate


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Paul is a knowledgeable professional who has achieved success in many endeavors. He has more than 40 years of experience in the financial services industry and holds the Series 7, 63 and 65 securities licenses through LPL Financial, as...
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