Dan O’Sullivan
Principal
Our team
Personal guidance. Enduring relationships.
The people behind your plan — here to help you build, protect and enjoy your wealth.
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Jessica Barba
LPL Registered Administrative Associate
Kim Verzicco
Events Coordinator
Colin O’Sullivan
Administrative Assistant
Ryan O’Sullivan
Intern
Your next chapter starts here
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We’d love to learn more about you and how we can help.
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