Our Team

As fiduciaries, we act in your best interest at every step

Our team brings deep experience, sound judgment, and a shared commitment to serving our clients with integrity and personal attention.

Donna Zandee

Trust Advisor

Joshua Gibbs

CTFA
Trust Advisor

Jocelyn Goheen

Client Advisor

Andrew Fabiano

CFA®
Portfolio Manager

Daniel Rausch

CIMA®
Portfolio Manager

Stephen Wilbur

CFP®
Portfolio Manager