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Meet Our Team

Thomas S. Lanahan, CEBS, AIF

President of

(781) 551-4438

(781) 551-4439

Prior to founding in 2000, Mr. Lanahan was a Regional Pension Sales Manager for a national retirement plan provider. Mr. Lanahan’s professional designations include Certified Employee Benefit Specialist (CEBS)...

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Adam K Conway

Managing Director



Adam Conway, as the founder and Managing Director gained more than a decade of experience in the financial services industry before opening...

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