Our Team

In 2015, Mary Kay Sloan, Bruce Giguere, and Michael Gisleson came together with a shared vision: to create a firm grounded in trust, collaboration, and client-centered values. Combining their decades of experience and complementary strengths, they formed a team that would soon become more than just business partners - they became close allies, trusted confidants, and ultimately, family. As the firm grew, so did the team. Ben, a skilled financial advisor, and Genevieve, a dynamic marketing associate, joined early on and quickly became part of the tight-knit culture that defines the firm today. Now, that spirit of connection and continuity spans generations, as each founding partner has welcomed a daughter into the firm, continuing the legacy they began together.