Laurie Reed
Partner, Managing Director, Relationship Manager
Employer Financial Services
Jennifer Breton
Managing Partner,
Retirement Advisor
Matthew Arey
Partner, Retirement Advisor, Director of Fiduciary Services
Nate Moody
Partner, Retirement Advisor
Vickie Bell
Relationship Manager
Grace Bennett
Relationship Manager
Nathan Chisholm
Senior Retirement Counselor
Amanda Hayes
Office Ambassador, Executive Coordinator
Connor Leonard
Analyst
Owen Ramsay
Retirement Counselor