Schedule
Book the right conversation.
Select a reason below and we'll connect you with the right person on our team.
What brings you in?
I'm a new prospect
Free 30-minute introductory meeting. No cost, no obligation — just a conversation about what matters to you.
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Annual or quarterly review
Review your plan, portfolio performance, and any changes in your life or goals with your advisor.
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Planning question or strategy
Roth conversions, Social Security timing, tax planning, estate changes, or anything that affects your financial plan.
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Account update or transfer
Address changes, beneficiary updates, account transfers, new account paperwork, or contribution changes.
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Document or form request
Tax documents, statements, account forms, or help navigating your Wealthscape or Virtue portal.
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Tech support or login help
Password resets, Wealthscape app setup, Virtue dashboard access, or any technology questions.
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Your advisors.
New client meetings, plan reviews, and financial strategy conversations.
Client services.
Account updates, paperwork, tax questions, and day-to-day support.
Nikki Brunelle
Tax Service Manager
Tax preparation, tax document questions, filing coordination, and client service support
Email Nikki →
Jillian Crouse
Client Relations Manager
Account updates, transfers, paperwork, documents, portal help
Book with Jillian →
Angelica Gugliotti
Administrative Coordinator
Schedule meetings, general office inquiries, appointment coordination
Call to book →
Bethany Spada
Marketing & Operations
Events, community partnerships, marketing inquiries
Email Bethany →
Not sure who to book with?
No worries — just give us a call and we'll get you to the right person.
860.432.9043