Our Team


Ian S. Gerrior, Partner

A partner in our firm, Ian graduated from URI with a degree in Finance and started his career with Putnam Investments as a Portfolio Tax Accountant. Ian is a well-known and respected speaker on a wide range of financial subjects.

When he is not working, Ian enjoys spending time with his wife and three children, golfing, boating and traveling. He resides in Portsmouth, RI.


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Terence Glackin, Partner

A partner in our firm, Tery started his career in the financial services industry in 1993 as a stock broker in New York.  He resides in Jamestown with his wife and two children.  Tery is an avid sailor and spends his free time on the bay.


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Tara Winston, Office Manager

Tara, our Office Manager, has a degree in Psychology from the University of Vermont and has worked in social work for the past 8 years.  She resides in Newport, with her husband and two children.  She enjoys spending time with her family, sailing, running and traveling.

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Amanda Sturgeon, Client Service Associate

Holding a business degree from the University of Vermont, Amanda has a passion for economics and spent the last 10 years working in the wine industry in Napa Valley and New York. She resides in Newport with her husband and daughter.

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