Meet Our Team

Jay C. Middleton
Jay C. MiddletonChFC – Partner
James E. Brennan
James E. BrennanCFP – Partner
Linda Lessey
Linda LesseyChief Compliance Officer
Mary Lu Hughes
Mary Lu HughesInvestment Team Manager
Kate Putek
Kate PutekCompliance, Investment Team
Laurie Lynch
Laurie LynchDirector of Client Operations
Colin Middleton
Colin MiddletonIT Administrator
Lindsay Tarr
Lindsay TarrClient Operations
Margo Cook, CFRE, CAP®
Margo Cook, CFRE, CAP®Investment Advisor Representative