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.
Marissa Duckworth, Office Manager
Email: firstname.lastname@example.org 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, Finance Manager
Email: email@example.com 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: firstname.lastname@example.org 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.
Emily Wilkinson, Administrative Assistant
Email: email@example.com 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.