OUR PROFESSIONALS
Years of experience have prepared us to guide you through your life transitions.
OUR CULTURE
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
Jeffrey G. West, CFP®, AIF®, CPFA®, MBA
FINANCIAL ADVISOR
Richard Shakter, JD, CLU®, CFP®, AIF®,CPFA®
FINANCIAL ADVISOR
Gerald Govatsos
FINANCIAL PROFESSIONAL
Martha Russell
FINANCIAL PROFESSIONAL
Patrick Belniak
FINANCIAL ADVISOR
Eric Bertz, CRPC®
WEALTH ADVISOR
Marc R. Poirier, CLU®
FINANCIAL PROFESSIONAL
Joseph R. Poirier, ChFC®, CFP®
FINANCIAL ADVISOR
Eric Dean
FINANCIAL ADVISOR
William Coffey
SENIOR CLIENT SERVICE ASSOCIATE
Kristen Grace
SENIOR CLIENT SERVICE ASSOCIATE
Dane Hardee
SENIOR CLIENT SERVICE ASSOCIATE
Amy Harr
SENIOR CLIENT SERVICE ASSOCIATE
Kurt Pion
SENIOR CLIENT SERVICE ASSOCIATE
Sandra Ramich
SENIOR CLIENT SERVICE ASSOCIATE
Jacob Marrier
CLIENT SERVICE ASSOCIATE
Dallas Nylen
CLIENT SERVICE ASSOCIATE
Laura Poulin
CLIENT SERVICE ASSOCIATE
Dorothy Smith
CLIENT SERVICE ASSOCIATE
Glenn Sullivan
CLIENT SERVICE ASSOCIATE
Robert Wojcik
CLIENT SERVICE ASSOCIATE