Financial Representatives
Our organization is comprised of a dedicated team of professionals with a wide range of backgrounds and disciplines-in finance, insurance, and investments. Our strategy embraces a team philosophy when working with our client's financial picture, applying a comprehensive strategy, and providing the appropriate resources to meet the client's goals and objectives. We encourage our clients to leverage existing relationships with their trustees, attorneys, and accountants to ensure that our representatives can take a comprehensive approach when creating financial solutions
Officers
Joy Baron, LUTCF
Christopher Benoit CFP®, LUTCF
James Connors, LUTCF
David Drinon, ChFC
Bryan Fenn, ChFC
John Finnegan
Robert Landi, LUTCF
Joseph Murphy
Charles Nahatis, CLU,ChFC
Richard Ondriecka
Justin Peltier, CFP®
Sidney Tyner
Associates
Michael Binnette
Edward Bustin, CLTC
Donna Carlson, CLTC
Joe Dudek, CLTC
Richard Fischer
Paul Greeke, CFP®
Guy Groenendaal
Andrew Kamensky, CLTC
Joseph Latona, CLTC
Christopher Michniewicz
James Norton, CLTC
Norman Pelletier
Kimberlee Reep
Brian Tannler
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