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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 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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Within LPL Financial, Edward is honored to be part of their Retirement Plan Consulting Program through which the advisor may act as a 3(21) and/or 3(38) fiduciary on corporate retirement plans. The program enables Edward to assist the...

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