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Our People Our team of three advisors – who have a combined 78 years of experience – serve the financial planning and investment management needs of more than 300 families in Massachusetts, Connecticut and across the country. To learn more or get contact information, click on the names below. Brian K. Case Craig A. Roncaioli Richard G. Duncan Certified Financial Planner® Chartered Financial Consultant Partner, Advisor Managing Partner, Advisor Partner, Advisor Barbara Giard Maria Duncan Susan Holland Client Services Client Services Client Services Karen Sprenkle Bill Stephens Kelly Cusson Bookkeeping Communications Research
734 Bliss Road, Suite 1 Longmeadow, MA 01106
The Longmeadow Shops 734 Bliss Road Suite 1 Longmeadow, MA 01106 413-567-3773
Fax: 800-734-8320