Peri Ann Aptaker, Esq., CPA, CFP®
Managing Director
paptaker@klrwealth.com
Managing Director
paptaker@klrwealth.com
Partner, Director of Risk Management Services
mglynn@klrwealth.com
Wealth Management Advisor
cdumas@klrwealth.com
Client Service Associate
htingle@klrwealth.com
Partner, Chief Marketing Officer
jlandry@klrwealth.com
Darwin Trust Company, Co-founder, Chief Executive Officer & President
msommer@darwintrust.com
Director of Investment Strategy
mmcintosh@klrwealth.com
Manager of Operations and Platforms
ngoodwin@klrwealth.com
Chief Compliance Officer
sdean@klrwealth.com