Associates

In today's complex world, it takes a clear vision and the expertise of a financial professional to help you reach your financial goals.

Each of our associates has been carefully selected based on their knowledge, experience and desire to make a long-term commitment to our clients. They maintain a vigorous continuing education program to keep current on financial products, tax laws and other information that may affect you.

This information should not be considered as tax advice. Clients should consult their tax advisor regarding their own tax situation.

*** Managing Partners

Raymond F Bree, Jr., CLU, ChFC®

Christopher Burgos, CFP®, ChFC®, CFS

** Associate Partner

Wm. Jason Hagerman, CLTC

** Senior Associates

Shaun Jones, CFP®, CFS

Todd Roselle, CLTC, ChFC®, CFP® 

Hardik Shah, CFP®, ChFC®, CLTC

* Field Director

Joshua Shaver, CLTC

Associates

Peter Bradshaw

Greg  Genovese

Andrew Hipple, CLTC

Todd Hudson

Paul Jervey

Ketul  Mody

Jarrett Morris, CLTC, ChFC® 

Brian Theibault

Director of Client Relations

Jonathan  Termonia, CLTC

Director of Recruiting

Stephanie Patterson

Professional Staff

Monica Andrews

Debbie Burchfield

Vicki Hannum

Carol  York