Anne Arbuthnot, CFP®
Partner
Anne has been a financial advisor since 1987. As a financial advisor she offers investments, access to insurance and comprehensive financial planning. Whether you have basic needs or a more complex financial picture, she can help.
Tim Dabrieo CPFA®
Partner
Family is Tim's true passion in life. He enjoys the outdoors, gardening, all Boston professional sports teams, and music. Above all he enjoys sharing all of these hobbies with his wife, Christine, and three sons, Gavin, Caleb and Parker.
Amelia Gage
Advisor Assistant
Amelia graduated from Wheaton College with a Bachelor's degree in Business Management. She joins the team with previous experience in the banking industry. In her free time, Amelia enjoys spending time with her family and friends, staying active, and traveling to new places and countries.
Jessie Pratt
Advisor Assistant
Jessie joins our team having worked in the medical field and customer service for over ten years. She prides herself on maintaining close client relationships and a strong work ethic. A seacoast native, she currently lives in York, Maine, where she enjoys hiking, boating and anything outdoors with her husband Nick and their three children Wyatt, Harper and Archer.