Janice Hebert, Executive Assistant
Email: firstname.lastname@example.org Ext: 110
Janice joined the firm in 2001. Her duties include maintaining client files and records; interfacing with clients and vendors; facilitating account transactions; and overseeing daily operations. She is also tasked with special projects, as needed by Art.
Marissa Duckworth, Administrative Assistant
Email: email@example.com Ext: 117
Marissa joined the firm in 2014. Her duties include assisting with marketing campaigns, helping to maintain databases, correspondence, and other general office duties. Marissa is also responsible for the distribution of the monthly and quarterly newsletters.
Betsy Gabriel, Office Manager
Email: firstname.lastname@example.org Ext: 115
Betsy joined the firm in 2014 with a strong background in auditing and office management. She quickly integrated herself in the firm and handles client services, operational bookkeeping, and records management. She also works on compliance and regulatory projects.
Jeremy Lawton, Advisor Assistant
Email: email@example.com Ext: 119
Jeremy joined the firm in 2020 having completed his undergrad and MBA at Roger Williams University in Providence, Rhode Island. He assists our advisors and other support staff in all areas of the firms client services and operations. Jeremy is a resident of Fairhaven, Massachusetts, and is a longtime hockey player. He also enjoys getting outside for a round of golf or spending time with his dogs Kobe and Sakura.