The Team.

Nick Saloom brings over a decade of experience in tax, financial planning, and advisory services. As Director of Tax and Financial Planning, he works with business owners and high-income households on forward-looking strategies that extend well beyond the annual return. Known for his ability to make complex concepts feel manageable, Nick specializes in identifying inefficiencies in traditional tax planning and implementing advanced strategies designed to minimize lifetime tax liability. Outside the office, he can usually be found working through a new cookbook, on a tennis court, or, by most accounts, as the last one to leave the dance floor.

John Blanchard is a financial services professional with over 15 years of experience helping individuals, executives, and business owners make informed financial decisions. Since entering the industry in 2010, he has guided clients through income and debt evaluations, insurance restructuring, retirement income planning, and tax mitigation strategies designed to preserve and grow wealth.

John specializes in advanced tax mitigation planning for high-income professionals, executives, and business owners. His expertise includes developing tax-efficient financial and investment structures, reducing the tax impact of business liquidity events, and helping clients implement coordinated strategies that align with their long-term financial goals. By integrating tax planning with broader wealth management principles, he helps clients improve after-tax outcomes while building lasting financial confidence.

Known for his strategic, analytical approach and commitment to personalized service, John works closely with clients and their professional advisors to create customized solutions tailored to each client's unique financial situation and objectives.

Kevin Landry is a seasoned business professional with over 25 years of expertise in strategic business development. Throughout his career, he has demonstrated strong business acumen by successfully navigating complex business transactions and small business ownership. His deep understanding of market dynamics and ability to identify lucrative opportunities have been pivotal in driving growth and profitability across various ventures. His commitment to excellence and innovative strategies have established him as a respected leader in the business community.