Our Professionals

Meet our team of experienced professionals.

Most hold various professional designations, and qualified representatives are licensed to offer a variety ofinvestment and insurance strategies.

• 

  JEFFREY WEST
  FINANCIAL ADVISOR
  CFP®, AIF®, MBA
  FOUNDING MEMBER

• 

  RICHARD SHAKTER
  FINANCIAL ADVISOR
  JD, CLU®, CFP®, AIF®
  FOUNDING MEMBER

• 

  GERALD GOVATOS
  FINANCIAL PROFESSIONAL
  FOUNDING MEMBER

• 

  MARC POIRIER
  FINANCIAL PROFESSIONAL, CLU®

• 

  PATRICK BELNIAK
  FINANCIAL PROFESSIONAL

• 

  JONATHAN HOY
  FINANCIAL PROFESSIONAL

• 

  BRANDON FINK
  FINANCIAL ADVISOR, CFP®

• 

  MARK WATERHOUSE
  FINANCIAL PROFESSIONAL

• 

  JOSEPH POIRIER
  FINANCIAL ADVISOR, ChFC®, CFP®

• 

  WILLIAM COFFEY

• 

  NANCY GOULD

• 

  REBECCA FONTES

• 

  KRISTEN GRACE

• 

  PAUL HURNEY

• 

  ARIEL MORRISON

• 

  CHRISTINE NILSON

• 

  KURT PION

• 

  SANDY RAMICH