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Meet Our Team

When you hire StrategicPoint, you will work with a dedicated team of financial advisors and client service professionals. We provide you with comprehensive investment and wealth management services based on an asset under management (AUM) model.

We are a firm that puts your interests first; that provides consistent financial advice; that ensures that you have unfettered access to qualified professionals; and that seeks to deliver investment management returns tailored to your risk parameters.


Richard J. Anzelone, J.D.
Managing Director and CCO
Betsey A. Purinton, CFP®
Managing Director and CIO

Derek Amey
Managing Director and Financial Advisor
Dan Legault, CFP®
Senior Financial Advisor


Sean Giles
Financial Advisor
Chrissy Canapari
Manager of Client Services and Financial Advisor

  Megan Logee
Financial Advisor

  Tara Budlong
Client Service Specialist
    Aaron Reynolds
Asset Allocation Specialist
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