Broker Check

Our Extended Team

Often times we refer to several resources upon which we rely to help us provide you with precise solutions to your total wealth picture. These individuals are experts in their fields and are available to assist us in addressing some of the more advanced areas of wealth management, insurance and estate planning. They are “the Team Behind our Team” and we are pleased to introduce them to you.

Tax Specialist

Estate Planning

Scott Grenier, CFP®, AEP®

Manager of Estate Planning | Senior Vice President

Risk Management Specialist & Long Term Care Specialist

Erica Kroll, CLU®

Insured Solutions Consultant

Annuity Specialist

Jamie Awe, CRPC®

Insured Solutions Sr. Consultant