Team of Experts
Timothy Steffen, CPA-PFS, CFP®, CPWA®
Director of Tax Planning
Scott Grenier, CFP®, AEP®
Manager of Estate Planning | Senior Vice President
Jamie Awe, CRPC®
Sr Insurance Solutions Consultant | Senior Vice President
Linda Grant-Smith, CPWA®, CFP®
Senior Financial Planner
Erica Kroll, CLU®
Insured Solutions Consultant | Vice President
Jessica Bell
Senior Estate Specialist
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.