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WHY VIGILANT
THE FIRM
VALUE PROPOSITION
CORE VALUES
COMMUNITY SUPPORT
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WHOM WE SERVE
ENTREPRENEURS
MULTI-GENERATIONAL FAMILIES
EXECUTIVES
RETIREES
INDIVIDUALS IN TRANSITION
PROFESSIONALS
REAL ESTATE INVESTORS / DEVELOPERS
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MANAGING YOUR WEALTH
WEALTH ADVISORY SERVICES
PORTFOLIO MANAGEMENT
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OUR TEAM
LEADERSHIP
WEALTH ADVISORY SERVICES
PORTFOLIO MANAGEMENT
CLIENT RELATIONSHIP ADMINISTRATION
OPERATIONS
INSIGHTS
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CONTACT US
CAREERS
CLIENT PORTAL
OUR TEAM
LEADERSHIP
Jeffrey F. Carlisle, JD
Founding Principal & Wealth Advisor
VISIT PROFILE
Daniel M. Mulkern, MBA
Founding Principal & Portfolio Manager
VISIT PROFILE
Scott D. Sorensen, CFA
®
, ChFC
®
Founding Principal & Portfolio Manager
VISIT PROFILE
WEALTH ADVISORY SERVICES
Lawrence A. Blaisdell, CFP
®
Principal & Wealth Advisor
VISIT PROFILE
Jeffrey F. Carlisle, JD
Founding Principal & Wealth Advisor
VISIT PROFILE
William F. Clifford, CFP
®
, CExP™
Principal & Wealth Advisor
VISIT PROFILE
Stephanie A. Dunbar, FPQP
®
Wealth Advisory Associate
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Izabela E. Hallett, CFP
®
, CIMA
®
Director of Client Development
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Colin P. Kelley
Wealth Advisor
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Hope W. Martin, CFP
®
Principal & Wealth Advisor
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Amelia P. Milonas
Wealth Advisory Analyst
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James H. O’Connor, CFP
®
Wealth Advisor
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Alex N. Pantalone, CFP
®
, CSRIC™, ABFP℠
Associate Wealth Advisor
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Christopher C. Penfield, CFP
®
Principal & Wealth Advisor
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PORTFOLIO MANAGEMENT
John M. Evans, CFA
®
Research Analyst
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James Holler, CFA
®
, CAIA
®
Portfolio Manager & Research Analyst
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Christopher H. Lyford, MBA, CFA
®
Principal, Portfolio Manager & Research Analyst
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Daniel M. Mulkern, MBA
Founding Principal & Portfolio Manager
VISIT PROFILE
Scott D. Sorensen, CFA
®
, ChFC
®
Founding Principal & Portfolio Manager
VISIT PROFILE
Hannah L. Santy, CFA
®
Principal, Portfolio Manager & Research Analyst
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Jean L. Trim, MBA
Principal & Portfolio Manager
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Samuel H. Witherspoon, CFA
®
Principal, Portfolio Manager & Research Analyst
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CLIENT RELATIONSHIP ADMINISTRATION
Ann Aurilia, Certified Senior Advisor
®
Client Relationship Associate
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Isabel V. Bretz
Client Relationship Associate
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Danielle J. Lamey
Client Relationship Associate
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Ann M. Mohammad, FPQP
®
Client Administration Leader
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Emma J. Ranocha
Client Relationship Associate
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Kelly E. Robidoux
Client Relationship Associate
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OPERATIONS
Matthew R. Bushnell
Investment Operations Manager
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Kristie L. Slindee
Operations Associate
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