Our Professionals
Meet our team of experienced professionals.
Most hold various professional designations, and qualified representatives are licensed to offer a variety of investment 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®
