Meet the Team

Tom Hassell, CLU®, ChFC®
Founder, Wealth Advisor

Sasha Anikina Hassell, CFP®, CLTC
Wealth Advisor

Stephen Hassell, CFP®
Wealth Advisor

Katie Cuccia Hebert, MBA, CFP®
Wealth Advisor

MaryLucy Tujague, CFP®
Wealth Advisor

Shelley Ferro, CFP®
Wealth Advisor

Eric Stein, CFA
Chief Investment Strategist | Partner, East Bay Investment Solutions

Tammy Allemand
Director of Operations

Kelly Gaudet
Operations Associate

Danielle LeBoeuf
Operations Associate

Heather Haddad
Director of First Impressions