Broker Check

Our Team

Joseph A. Latona, CLTC, CLU, CFP

President and Founder

(978) 834-1263

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


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


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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Kelly Haken

Administrative Assistant


Kelly is a graduate of Manchester Community College where she earned an AS in Business Studies. She began her career in the banking industry before shifting to clerical work. Kelly is responsible for answering calls, maintaining the...
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