Our Team

  • photo of Jennifer Helmbold

    Jennifer Helmbold

    Director

  • A smiling middle-aged woman with blonde hair, wearing small hoop earrings, against a dark grey background.

    Wendi Coleman

    Planning Specialist

  • A smiling African American woman wearing glasses and gold hoop earrings, dressed in a red patterned top, against a plain blue background.

    Marie Cancela

    Trust Client Account Coordinator

  • A professional headshot of a middle-aged woman with light brown, shoulder-length, curly hair, wearing a black blazer, a small necklace, and a dangling earring, against a gray background.

    Shan Donoghue

    Guardianship Specialist

  • A smiling man with short dark hair and light skin, wearing a light-colored collared shirt, standing against a gray background.

    Jay Pessin

    Trust Client Coordinator

  • A smiling middle-aged woman with glasses, hoop earrings, wearing a purple cardigan and a cream-colored blouse with black floral print, against a gray background.

    Margaret Lonnen

    Guardianship Coordinator

  • A smiling woman with curly brown hair, wearing glasses and a striped shirt.

    Liz Rosato

    Planning Specialist