Broker Check

Our responsibility is to provide you with the best advice to suit your needs and aspirations for a wide array of topics. To accomplish this, we support our deep financial knowledge with a multifaceted team of wealth management specialists.

Team of Experts

Scott  Grenier, CFP®, AEP®

Scott Grenier, CFP®, AEP®

Manager of Estate Planning | Senior Vice President

Jamie  Awe, CRPC®

Jamie Awe, CRPC®

Sr Insurance Solutions Consultant | Senior Vice President

Linda Grant-Smith, CPWA®, CFP®

Linda Grant-Smith, CPWA®, CFP®

Senior Financial Planner

Erica Kroll, CLU®

Erica Kroll, CLU®

Insured Solutions Consultant | Vice President

Jessica Bell

Jessica Bell

Senior Estate Specialist

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.