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...
Read more

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...
Read more

Ryan Tibbo

Client Services Associate



Ryan is a graduate of Southern New Hampshire University, where he earned his Bachelor’s of Science in Business Administration with a concentration in Finance...

Read more