Team

Steve Caron delivers over thirty-five years of sophisticated financial expertise for the benefit of clients and their ventures, in particular business owners & executives, senior educators and retirees.

In addition to a lifetime of personal commitment to athletics, health & wellness, Evelyn Caron has over sixteen years of experience as a professional coach and personal trainer.  Her work spans age groups and institutional settings.

Alexander F. Caron is a graduate of Cardigan Mountain School, Trinity-Pawling School and Northeastern University's D'Amore McKim School of Business. In addition to having passed the Certified Financial Analyst Level I Exam, he has...

Amy L. Caron is a graduate of Lawrence Academy at Groton, Loyola University Maryland and the University of New Hampshire.

Benjamin T. Houston is a graduate of Groton-Dunstable High School and Syracuse University's Whitman School of Management, where he participated in the nationally-acclaimed Entrepreneurship & Emerging Enterprises Program. Mr. Houston's...

Madeleine J. Caron is a graduate of Lawrence Academy at Groton and Saint Michael's College.

Thomas R. Caron is a graduate of Cardigan Mountain School and Brooks School.  In addition, he has completed coursework at Boston College, where he has qualified for Dean's List honors.