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ABOUT US

OVERVIEW

OVERVIEW

We create strategies that are tailored to your needs and goals.

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OUR PROFESSIONALS

OUR PROFESSIONALS

Years of experience have prepared us to guide you through your life transitions.

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OUR CULTURE

OUR CULTURE

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Meet our team of experienced professionals.

Gerald Govatsos

Gerald Govatsos

FINANCIAL PROFESSIONAL

Martha Russell

Martha Russell

FINANCIAL PROFESSIONAL

Patrick Belniak

Patrick Belniak

FINANCIAL ADVISOR

Jonathan Hoy

Jonathan Hoy

FINANCIAL ADVISOR

Marc R.  Poirier

Marc R. Poirier, CLU®

FINANCIAL PROFESSIONAL

Eric Dean

Eric Dean

FINANCIAL ADVISOR

William Coffey

William Coffey

SENIOR CLIENT SERVICE ASSOCIATE

Rebecca  Fontes

Rebecca Fontes

CLIENT SERVICE ASSOCIATE

Kristen Grace

Kristen Grace

SENIOR CLIENT SERVICE ASSOCIATE

Amy Harr

Amy Harr

SENIOR CLIENT SERVICE ASSOCIATE

Kurt Pion

Kurt Pion

SENIOR CLIENT SERVICE ASSOCIATE

Sandra Ramich

Sandra Ramich

SENIOR CLIENT SERVICE ASSOCIATE

Ryan Stanick

Ryan Stanick

CLIENT SERVICE ASSOCIATE

Dallas Nylen

Dallas Nylen

CLIENT SERVICE ASSOCIATE

Laura Poulin

Laura Poulin

CLIENT SERVICE ASSOCIATE

Robert Wojcik

Robert Wojcik

CLIENT SERVICE ASSOCIATE

WE CAN HELP

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