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David Allen

David Allen - CRPC, CLTC

Independent Financial Advisor, Owner & Managing Partner

781-772-2459

781-431-9777

Yvonne Franklin

Yvonne Franklin

Manager of P&L's for each business entity

781-772-2465

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Conor Coleman

Conor Coleman

College Intern - Emmanuel College

781-772-2455

781-431-9777

Jackson O'Connell

Jackson O'Connell

College Intern - University of New Hampshire 2024

781-772-2468

781-431-9777

Jameson Carroll

Jameson Carroll

College Intern - University of Massachusetts 2022

781-772-2450

781-431-9777

Kierin Herr

Kierin Herr

College Intern - Providence College 2023

781-235-8844

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Max Harrigan

Max Harrigan

College Intern - Bryant University 2020

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