Our Professionals

Meet our team of experienced professionals.

• 

  JEFFREY WEST
  FINANCIAL ADVISOR
  CFP®, AIF®, MBA

• 

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

• 

  GERALD GOVATSOS
  FINANCIAL PROFESSIONAL

• 

  MARTHA RUSSELL
  FINANCIAL PROFESSIONAL

• 

  PATRICK BELNIAK
  FINANCIAL ADVISOR

• 

  JONATHAN HOY
  FINANCIAL ADVISOR

• 

  MARC POIRIER
  FINANCIAL PROFESSIONAL
  CLU®

• 

  JOSEPH POIRIER
  FINANCIAL ADVISOR
  ChFC®, CFP®

• 

  ERIC DEAN
  FINANCIAL ADVISOR

• 

  WILLIAM COFFEY
  SENIOR CLIENT SERVICE ASSOCIATE

• 

  KRISTEN GRACE
  SENIOR CLIENT SERVICE ASSOCIATE

• 

  AMY HARR
  SENIOR CLIENT SERVICE ASSOCIATE

• 

  KURT PION
  SENIOR CLIENT SERVICE ASSOCIATE

• 

  SANDY RAMICH
  SENIOR CLIENT SERVICE ASSOCIATE

• 

  REBECCA FONTES
  CLIENT SERVICE ASSOCIATE

• DALLAS NYLEN
  CLIENT SERVICE ASSOCIATE

• 

  LAURA POULIN
  CLIENT SERVICE ASSOCIATE

• ROBERT WOJCIK
  CLIENT SERVICE ASSOCIATE