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101 State Farm Place, Suite 103, Malta, NY 12020

(518) 373-7351
Jessica.Klucka@equitable.com
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VT/NH Team

VT / NH Team

Adam Hersh

Adam Hersh, CFP®, RICP®, ChFC®

CERTIFIED FINANCIAL PLANNER™ Professional

(518) 373-7368

Colleen A. Kavanaugh

Colleen Kavanaugh, CFP®, ChFC®, CDFA®

CERTIFIED FINANCIAL PLANNER™ Professional

(518) 373-7338

Danielle Canterbury

Danielle Canterbury

Client Management

(518) 373-7374

Evan Croll

Evan Croll, CFP®, ChFC®

CERTIFIED FINANCIAL PLANNER™ Professional

(518) 373-7325

Heather Burridge

Heather Burridge

Client Management

(518) 373-7382

Jessica Klucka

Jessica Klucka

Financial Advisor

(518) 373-7351

Michael Bourke

Michael Bourke

Registered Operations Manager

(518) 373-7334

Natalie Gecewicz

Natalie Gecewicz, ChFC, RICP®

Financial Advisor

(518) 373-7320

Piper Sullivan

Piper Sullivan

Client Management

(518) 373-7371

Ralph Willner Giwerc

Ralph Willner Giwerc, ChFC®, RICP®

Financial Advisor

(518) 373-7323

Robin A. Davey

Robin A. Davey, CPA, CFP®, CLU®, RICP®, CDFA® 

CERTIFIED FINANCIAL PLANNER™ professional

(518) 373-7357

Zoey Goodness

Zoey Goodness

Client Management

(518) 373-7361

Our Vermont and New Hampshire Locations

Our Process

126 College Street, Suite 350
Burlington, VT 05401
(802) 660-8999

Our History

20 Trafalgar Square, Suite #440
Nashua, NH 03063
650-573-6527 (Main)
603-835-3250 (For NH Residents)

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