Services We Offer

Advisory

Navigate operational, regulatory, and strategic challenges with straightforward guidance that helps you move in the right direction.

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What we do

Advisory Expertise Beyond the Checklist

With our long‑established foundation in advisory, we bring together experienced specialists from across a wide range of risk areas. This cross‑functional perspective supports solutions that are sustainable and adaptable to your industry. Our advisors stay involved throughout the engagement so you gain clearer direction, stronger controls, and greater confidence in your path forward.

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  • Advisory Backed by Real Insight
    We combine technical expertise with deep industry understanding to pinpoint root causes, not surface problems.
  • Forward‑Thinking Perspectives
    We track shifts in regulation, technology, and risk to anticipate what’s ahead and adapt before industry pressures escalate.
  • Transparent Process & Clear Expectations
    We define scope, timelines, and deliverables with precision, giving clients a clear roadmap and eliminating uncertainty throughout the engagement.
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Our core services

Covering Every Corner of Advisory

We help you anticipate disruption, navigate challenges, and bounce back stronger with integrated advisory services built for you.

Business Risk & Resilience

Keep your people, reputation, and bottom line resilient with advisory strategies designed for today’s risks.

Financial Advisory

Our team helps you evaluate options, manage risk, and move forward with confidence – backed by deep industry insight and practical execution.

Internal Audit

Tailored internal audit services aligned to your risk, your regulators, and your strategic priorities.

IT Audit

Navigate the complex regulatory and security landscape with insights from a firm that understands information technology. We identify vulnerabilities before they become liabilities to deliver the clarity needed to protect your data & reputation.

Management Advisory

Focused advisory support that helps leaders of financial institutions make confident decisions and position their organizations for long-term success.

Outsourced Finance & Accounting

We do more than bookkeeping. We prioritize strategy, delivering CFO-level guidance that turns your numbers into a clear roadmap for growth, capital planning & smarter decisions.

Performance Measurement

Clear, data‑driven insight that helps financial institutions understand performance, identify opportunities, and make decisions that drive stronger profitability.

Profit & Process Improvement

Identify inefficiencies, optimize operations and unlock sustainable profitability through smarter processes and informed decision‑making.

Regulatory Compliance

Specialized regulatory compliance services that help clients meet complex federal and state regulations.

Strategic Management

Clear strategy matters – but execution is what delivers results. We help leaders define priorities, align stakeholders, and implement practical plans grounded in financial insight and accountability.

Transaction Advisory

We deliver comprehensive due diligence, strategic deal structuring, and full pre‑ and post‑close M&A support – purpose‑built for the middle market.
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Our Core Industries

Serving Industries With Quality & Confidence

We serve the industries where detail, accuracy, and experience matter most – delivering insight shaped by decades of focused expertise.

Experience the Difference in How We Work

Being independent allows us to focus completely on you, making thoughtful decisions rooted in trust and integrity.

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LEADERSHIP

Our Team of Advisory Experts

Behind every advisory service we deliver is a team of experts committed to your success.

Ryan J. Rodrigue

Ryan J. Rodrigue

Principal
Todd G. Burns

Todd G. Burns

Principal
Scott C. Baranowski

Scott C. Baranowski

Principal
Carol J. Capone

Carol J. Capone

Principal
Drew V. Coveney

Drew V. Coveney

Principal
Rita L. Griffith

Rita L. Griffith

Principal
Nicholas A. Jesi

Nicholas A. Jesi

Principal
Matt T. MacDonald

Matt T. MacDonald

Principal
Meredith F. Piotti

Meredith F. Piotti

Principal
MEET THE TEAM
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Let’s Talk Advisory

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