Meet Your Personal Financial Strategists
Our team of licensed Financial Strategists are dedicated to understanding your unique needs and personally guiding you to your financial destination. Click on any team member to learn more about their expertise.
Jason Briner
Financial Strategist
Joe Robitaille
Melissa Queen
Insurance Professional
Shawn Mills
Leadership Expert
Chris Fleece
Wealth Strategist
George Cowdrey
Operations Expert
Jake Prunier
Financial Navigator
Ready to Meet Your Personal Financial Strategist?
Book your free consultation today and get matched with the right strategist for your needs. Whether you're planning for retirement, saving for education, or building your legacy, we have the expertise to guide you.
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