Tony Bouton
Regional Vice President
Kimberly Maxwell
Client Development Associate
Gerard P. Levesque
Tax Manager
Linda Adams
Estate Planning Service Specialist
Chris Anderson
Client Service Specialist
Claudia Ona
Sr. Client Services Specialist
Colter Niezgodzki
Client Service Specialist
Connie Fornberg
Client Service Specialist
Karen Rasmussen, FPQPTM
Operations Manager
Lillian Patrikios
Sr. Client Service Specialist
Madison Cosgriff
Client Service Specialist
Theresa Nichols
Client Service Specialist
Zachary Desjardins
Client Service Specialist
Nicholas Semko, CFP®, CRPC®, CMFC®
Managing Director, Channel Client Development

