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 his church and serves on...
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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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Ryan Tibbo

Financial Advisor



Ryan is committed to helping individuals navigate the intricacies of financial planning. He earned a Bachelor's Degree in Business Administration from Southern New Hampshire University, where he cultivated a strong foundation in...
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