Team / Resources

Darren Violette, ChFC^®, CLU^®, RICP^®, ChSNC^®

Financial Coach & Director of Wealth Management

(508) 266-7337

(781) 735-5858

[email protected]

Brandon Jordan, MSPA, CLU^®

Financial Coach & Director of Business Planning

(781) 934-0175

(781) 735-5858

[email protected]

Kenny Miley

Financial Coach & Director of Business Development

(470) 585-5954

(781) 735-5858

[email protected]

Steve Misdea, CLTC

Financial Coach & Director of Client Relations

(339) 206-5490

[email protected]

Chris Steward, CFA

Financial Coach & Director of Advanced Planning

833 PRO-FECT

(781) 735-5858

[email protected]

Dori Tucker

Administrative Assistant

(508) 266-7324

(781) 735-5858

[email protected]

Amy Lampert

Financial Coach & Advisor

(617) 462-2503

[email protected]

Richard Belofsky, CLU®, ChFC®, CFP®

Financial Advisor & Coach

(781) 292-3259

[email protected]

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