Biographies

 
  • Derek P. Happy

    Derek P. Happy

    Financial Planner

  • John V. Sbrogna

    John V. Sbrogna

    Financial Advisor

  • James R. McLaughlin, MBA

    James R. McLaughlin, MBA

    Financial Advisor

  • Paul Provencher, CRPC

    Paul Provencher, CRPC

    Financial Advisor

  • Brian W. Ford

    Brian W. Ford

    Practice Manager

  • Christine A. Carmody

    Christine A. Carmody

    Insurance Coordinator

  • Lisa Hart

    Lisa Hart

    Personal Assistant to Paul Provencher, James Mclaughlin, Derek Happy, & John Sbrogna.

  • Devon Black

    Devon Black

    Financial Planning Case Consultant

  • Herbert K. Daroff, J.D.*, CFP®, AEP®

    Herbert K. Daroff, J.D.*, CFP®, AEP®

    Director-Estate and Busniness Planning

  • Mark R. McManus

    Mark R. McManus

    Senior Vice President

  • Bryan Morrell

    Bryan Morrell

    Executive Vice President

  • Glenn Noland, ChFC®, CLU®

    Glenn Noland, ChFC®, CLU®

    Agency Director - Advanced Markets

  • Robert Piatelli

    Robert Piatelli

    Life Products Director

  • Jennifer Shea, J.D.*, MBA

    Jennifer Shea, J.D.*, MBA

    Agency Director – Advanced Markets