Mark MacInnis, RICP®Principal Partner
W. Justin Lacy, AIF®Managing Partner
Tom O'GradyManaging Partner
James Schreiber, ChFC®Managing Partner
C. Wayne LaPlante, AIF®Partner
Noah Fletcher, CFP®Financial Advisor
Tony Gomer, MBAFinancial Advisor
Ben HaynesFinancial Advisor
Josh ReinholdParaplanner
Blake SankbeilParaplanner
Andrayea ContractLicensed Sales Assistant to
James Schreiber, ChFC®
Dale CreweExecutive Assistant to
W. Justin Lacy, AIF®
Jennilyn FialaExecutive Assistant to
Mark MacInnis, RICP®
Emma KruszDirector of Operations and Marketing
Kathy LaPlanteExecutive Assistant to
C. Wayne LaPlante, AIF®
Elaina Miller
Client Concierge to
Samantha StreatExecutive Assistant to
Melissa TreleaseReceptionist
Shelley WhiteClient Services Associate to
