Helping you achieve financial stability and security.

Rhode Island

Smithfield, RI 02917

30 years in business!

Our Support Team

Marissa Duckworth

Marissa Duckworth, Office Manager

Email:     Ext: 117

Marissa has been with the firm since 2014. Her duties include assisting with marketing campaigns, maintaining databases, correspondence, and managing the firm’s day-to-day activities. Marissa is also responsible for the distribution of the monthly and quarterly newsletters. During her free time, Marissa enjoys spending time with her husband and two sons.

Betsy Gabriel

Betsy Gabriel, Finance Manager

Email:     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.

Emily Wilkinson

Emily Wilkinson, Administrative Assistant

Email:     Ext: 120

Emily joined the firm in 2021. She assists with applications, forms and account transactions. When Emily has the opportunity, she enjoys going on missions trips. She travels with Eagle Projects International to remote areas of Kenya to assist with medical clinics.

Chris DiPetrillo

Christopher DiPetrillo, Client Services

Email:     Ext: 117

Chris joined the firm in 2022 after completing his undergraduate degree at Wheaton College in Norton, Massachusetts. He assists our advisors and support staff in all areas of the firm’s client services and operations. Chris is a resident of Foster, Rhode Island and has been an avid baseball player and fan his whole life. In his free time, Chris enjoys many outdoor activities including fishing, hiking, and camping and likes to get outside for a round of golf in his free time.

Jan Hebert

Janice Hebert, Executive Assistant

As of December 31, 2021 Janice has retired after working for Wealth Management for 21 years. We would like to wish Janice the best in her retirement and thank her for many years of dedication to the firm.