Our Team

Andrew Shea, CFP®

Investment Advisor, Partner

andrew@cmsinvadv.com

Paul A. Coston, Jr., CPA/CFP®

Investment Advisor, Partner

paul@cmsinvadv.com

MJ McIsaac, CPA®/PFS

Investment Advisor

mj@cmsinvadv.com

Gary Lloyd

Compliance Officer, Partner

gary@cmsinvadv.com

Patricia Pottle, CPA

Investment Advisor

tpottle@cmsinvadv.com

Ron Wroble, CPA

Investment Advisor

ron@cmsinvadv.com

Stephen Coston

Investment Advisor

stephen@cmsinvadv.com

Ryan Willette, CFP®

Financial Planner

ryan@cmsinvadv.com