Biographies

As a Personal Marketing Assistant, Jean develops and executes the team's customer relationship marketing activities, all of which are designed to drive business and client services. Along with handling the team's marketing activities,...

Kate provides case design support in the areas of estate and business planning helping to create sophisticated personalized strategies for individuals, families, and businesses. Kate began her career as an estate planning, probate and...

John collaborates with Dan to develop and implement investment strategies tailored to meet individual client needs. He began his career in 1999 at Citigroup as a Taxable Fixed Income specialist. John earned a degree in economics from...

Jeremy helps develop personalized comprehensive financial plans and innovation solutions to meet their clients'vcurrent and long-term goals. Jeremy holds credentials in areas including the financial needs of seniors and is both a...

Matthew is a valued resource in complex life, disability, and long term care insurance plan design. He emphasizes the use of insurance from a holistic wealth management perspective. His work focuses on using life insurance as a key...