Keith will create and implement a plan to get you on the road to success. Keith will take the time to get to know what is important to you and help guide you to reach your goals.
Laurie will assist you in your journey. She will enhance your client experience and keep you on track for continued success.
Joining our team in September of 2018 as an advisor, Jennifer
comes to us with over 7 years of experience in the financial services
Marie-Claude Carpentier – Service Assistant
MC also handles all of your paperwork, gets your accounts set up and handles any issues along the way. As one of two primary contacts for the team, she handles all the daily ins and outs of the office.
Danny Dichmann - Administrative Coordinator
Danny works behind the scenes to prepare our meetings and confirm our appointments with you. He would be the one to call if you need to meet with us.