Cohen arrives at the firm with 17 years of industry experience, specializing in retirement planning for families and individuals. His background includes a tenure in New England’s food sales and marketing sector, complemented by degrees from Clark University and professional designations including RICP and LUTCF.
Abendroth brings nearly two decades of financial expertise to his new role. His career path spans risk and internal control analysis at PwC, followed by positions at NYLIFE Securities and Eagle Strategies. He holds a Master of Science in Accountancy from Bentley University and maintains both CFP and ChFC credentials. The firm currently operates in Boston, Westborough, Seattle, Scottsdale, and Westport, emphasizing a collaborative environment for its growing advisor team.

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