Our advisors

Henry Cormier

CFP®

Private Wealth Advisor

Learn more about Henry Cormier Visit Henry Cormier's website

Michael Colby Cormier

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Michael Colby Cormier Visit Michael Colby Cormier's website


Our team

Lauri Sylvestro

Lauri Sylvestro

Client Service Specialist

Francine Johnson

Francine Johnson

Operations Director

Vanessa McKinniss

Vanessa McKinniss

Office Manager

Mark Cormier

Mark Cormier

Financial Planning Analyst

Lynn Ferdman

Lynn Ferdman

Client Service Specialist

Shannon Munson

Shannon Munson

Client Service Specialist