Sandra Bromfield, the founder of the firm, holds both Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFc) designations, a Bachelor’s degree in English and a Master’s degree with a concentration in Human Resource Development.  She has taught courses in the Boston University Diploma Program for Financial Planners and at various colleges and adult education programs throughout New England. Prior to working in the financial planning and investment advisory arena, Sandra developed a decision-making counseling model that was utilized effectively to implement change programs within both the corporate and public sectors. She uses this model in her collaborative work with wealth management clients.