Our team of financial professionals works with you to develop an integrated plan and portfolio for the long-term.
Christopher J. Seeley
Christopher J. Seeley has been advising private and corporate clients since 2002 with a single purpose–to help them reach their financial goals by providing an unparalleled level of service, advice, and accessibility. Chris has grown his practice by listening to clients and focusing on their unique needs. This approach has helped them grow their assets, address any challenges, and secure their legacies.
Steven T. Howard, AIF®
Steven T. Howard joined the firm following a 20-year career creating and managing client portfolios at Morgan Stanley and predecessor companies. As a Managing Director based in New York, he focused his attention on helping high net worth individuals build and preserve wealth using a disciplined, process-based approach to investing.
Richard Ohanesian, AIF®
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.
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.
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.
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.
Kari A. McLeod, MBA
Financial Advisor & Planner
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.
Ronald G. Lecours, M.Ed.
Financial Advisor, Retired
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.
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.
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.