Our team of financial professionals works with you to develop an integrated plan and portfolio for the long-term.
Vice President – Investments
Jeff manages investments for individual, retirement, and institutional clients focused on growth and total return objectives. He began his career in 1980 as compliance and operations manager with Denton and Company, a Hartford-based regional broker.
Ronald P. Gallant
Senior Vice President – Financial Consultant
Ron has been building relationships with individuals who need customized plans and advice since 1997. His holistic approach encompasses all of his clients goals and the ability to achieve each of them through proper financial and investment management.
Vice President – Investments & Partner
Cliff heads up investment research and is key to developing sustainable portfolios for clients. He brings a strong and deep understanding of the economic environment to investment and planning discussions.
Michael Lecours, CFP®
Michael heads up financial planning and strategic direction for the team. He works to proactively identify planning issues for clients. He leverages his background in advertising to distill complex client situations into straightforward strategies, to provide a clear roadmap for the client to follow and injects a disciplined approach to all facets of the process.
Ronald G. Lecours, CFP®
Senior Vice President & Partner
Ron injects his deep experience on both the investment research and financial planning for the team. He was a major force in building the investment firm and now manages more than $100 million of retirement assets for his clients.
Richard Ohanesian, AIF®
President & Partner
Dick’s focus since 1977 has been on the management of defined contribution plans and defined benefit plans. He is actively involved in the design, installation, and ongoing asset management of retirement plans. He represents both public and privately held corporations throughout the East Coast.
H.L. Rives III, CPA
Hal helps to translate client goals into investment strategies. Effectively, he bridges the investment management side with financial planning for the team. Hal has been providing financial consulting services for over 35 years.
Kenneth A. Rizzio, CLU®, ChFC®, AIF®
Financial Advisor & Partner
Ken has been advising clients in the areas of individual portfolio management, corporate retirement plans, and personal and corporate life insurance since 1981. Ken was affiliated with O/L for more than 10 years while a principal with Arthur A. Watson Co., Inc., and joined the firm full time in 2007.
Kari A. McLeod
Kari focuses on advising women-owned small businesses and those in life transition navigate the complexities of each stage of financial planning from a holistic standpoint.