Our Team

Meet Our Team

Our well-trained professional staff is here to assist you with your financial needs.

President and CEO, Registered Representative of Commonwealth Financial Network®

Registered Representative of Commonwealth Financial Network®

Director of Financial Planning Operations

Director of Corporate Strategies

Client Relations Manager

Senior Registered Administrative Assistant to Don

Registered Administrative Assistant

Director of Planning

Executive Vice President

Risk Management Consultant

Retirement Liason

Business Manager

If you believe you could benefit from working with a financial professional, let’s review yours goals to see if you’re a good match for our practice.