Leadership

President

Shamrock Financial Corporation NMLS #2227
617-750-5266

1st Vice President

Law Offices of Patricia Bloom-McDonald
781-713-4709 and 508-636-6097

1st Vice President

Robin G Smith Consulting
888-363-3914

2nd Vice President Membership

Aspiriant
617-948-2564

2nd Vice President Membership

Lifetime Financial Group, LLC
(508) 999-1328

Secretary

Centinel Financial Group - Kandarian & Graca
(508) 695-2140

Treasurer

Law Office of Luke P. Travis
508-676-3333

Immediate Past President

Surprenant & Beneski, P.C.
508-994-5200

Board Member

Bristol County Savings Bank, Financial Advisory Services
774-203-2067

Board of Directors

EldersFirst
508-677-4367

Board of Directors

Plimoth Investment Advisors
508-675-4315

Board of Directors

508-675-8507

Board of Directors

Ameriprise Financial Services, Inc.
508-837-6443 x107

Administrative Assistant

Admin
508-676-3333