Our Team
Jim Murphy, EA
President
Starting his career on the trading floor and as a financial advisor Jim has seen all sides of the financial services industry. He is an Investment Advisor Representative has passed the General Securities (Series 7), the Series 65 exam,...
Jane Murphy, EA
Vice President
Enrolled to practice before the Internal Revenue Service since 1993, Ms. Murphy manages the financial operations of the company and oversees the staff.Ms. Murphy is a graduate of the University of Maine, Orono, and has done past...
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Russ Robertson, CFP®
Russell is the owner of a boutique investment management and financial planning firm, ATI Wealth Partners, which he founded in 2016. Prior to starting ATI, he was with State Street Global Advisors as the regional consultant serving the...
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