We have learned through years of experience the best way to serve our clients is to utilize our expert"s specialties…
Below are some of those experts providing you comprehensive financial planning...
Our team members are all committed to educating our clients, not just make recommendations…
Wealth Management, Financial and Retirement Planning
Frank DePeters CFF CSSCS
Certified Financial Fiduciary™, Certified Social Security Claiming Specialist, Financial Advisor, Wealth Manager, Investment Advisor Representative
Jess DeLouis
Assistant Vice President - Portfolio Solutions
State Street Investment Management
Ryan McGuirk
Model Portfolio Specialist
Legal, Estate and Trust Planning
Anne Rhodes
Chief Legal Officer
Wealth.com
Bill Smyth
Smyth and Associates, P.A
Estate Planning Attorney - Smyth Law *
John Anthony Simmons
Simmons and Ortlieb PLLC
Family Law, Divorce and Post-Divorce Attorney -Simmons & Ortlieb, PLLC *
Life Insurance, Long Term Care and Annuities
Support Members
Cassandra Gonzalez
Compliance Coordinator
Marc Michaud
Tax Preparation, Accounting and Bookkeeping Services - Marc Michaud & Associates *