OUR TEAM
Matthew H. Keeling, CFP®
President / Senior Advisor
Matt earned a BA from the University of Massachusetts in 1994. While at school, he joined and eventually became president of the local Delta Chi fraternity chapter, where he learned more about dealing with people than he could ever...
Read more
Brooks Bartlett, ChFC®
Financial Advisor
Brooks P. Bartlett Sr. has been a professional in the financial services industry for more than 50 years. After attending Burdett College and serving in the U.S. Army, Brooks Sr. began his career as a financial professional in 1969 with New York Life. He currently resides on Cape Cod with his wife of 50 years, Anne.