Broker Check

Tax Specialist

Estate Planning

Scott Grenier, CFP®, AEP®

Manager of Estate Planning | Senior Vice President

Financial - Estate Planning

Linda Grant-Smith, CPWA®, CFP®

Senior Financial Planner

Annuity Specialist

Jamie Awe, CRPC®

Sr Insurance Solutions Consultant | Senior Vice President

Risk Management & Long Term Care Specialist

Erica Kroll, CLU®

Insured Solutions Consultant | Vice President

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.