Your Dedicated Team

Fiduciary & Relationship Leaders:

Marianne S. Fresia, CTFA, CFP®

First Vice President, Fiduciary Services & Relationship Manager
(413) 243 - 9232
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Tanya L. Haas, CTFA, Certified Senior Advisor®

Vice President, Fiduciary Services & Relationship Manager
(413) 449 - 5235
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Maurice Bowerman, CTFA

Vice President, Fiduciary Services & Relationship Manager
(412) 243-9278
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Fiduciary Administration:

Michelle Buffis

Fiduciary Administrator
(413) 243-7621
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Tina Archambault

Fiduciary Administrator
(413) 243 - 9240
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Financial Planning:

Matthew Freitag, CFP®

VP Financial Wellness
(413)243-7675
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Schedule an Appointment

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Investment Management:

October Mountain Financial Advisors