Meet the Team

Thomas J. Aldrich Jr., CFP is a Certified Financial Planner and a Branch Manager. Tom entered the financial industry as a Financial Consultant with Solomon Smith Barney in 1998. In 2003, Tom left to form his own independent financial...

Meet Tommy Aldrich, a seasoned Financial Advisor and CERTIFIED FINANCIAL PLANNER™, specializing in tax planning, financial planning, and investment management. Tommy earned his degree in Political Science from Daemen College... 

Meet Wellsley Aldrich, our accomplished Business Development Manager, who brings a dynamic blend of marketing expertise and communication skills to the team. Wellsley earned her degree in...

Meet Jackson, our dedicated Financial Paraplanner, who brings a strong academic background and valuable industry experience to the team. Jackson earned both his undergraduate degree in Business and his MBA from D’Youville University,...