Helping you achieve financial stability and security.

Rhode Island

Smithfield, RI 02917

Our Support Team

Jan Hebert

Janice Hebert, Executive Assistant

Email:     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

Marissa Duckworth, Administrative Assistant

Email:     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

Betsy Gabriel, Office 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.

Jeremy Lawton

Jeremy Lawton, Advisor Assistant

Email:     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.