Team / Resources
Darren Violette, ChFC®, CLU®, RICP®, ChSNC®
Financial Coach & Director of Wealth Management
(781) 735-5858
Brandon Jordan, MSPA, CFP®, ChFC®, CLU®
Financial Coach & Director of Business Planning
(781) 735-5858
Steve Misdea, CLTC
Financial Coach & Director of Client Relations
Cynthia Hearing, JD, ChFC®, CLU®, CLTC, CAP®
Business Resource Center
Bryan Davis, CFP®, ChFC®, CLU®, EA
Business Resource Center
Michael Geeraerts, CPA, JD, CGMA®, CLU®
Business Resource Center
Jim Magner, JD, ChFC®, CLU®
Business Resource Center
Mark Brumbaugh, JD
Business Resource Center