Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Susan Giroux

CRPC, RICP®, AIF®, APMA

Private Wealth Advisor

Franchise Owner
Learn more about Susan Giroux Visit Susan Giroux's website

Cynthia Magner

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Cynthia Magner Visit Cynthia Magner's website


Our team

Paula J. Mercier

Paula J. Mercier

Office Manager

Roles & Responsibilities

  • Scheduling and directing phone calls
  • Updating personal information
  • Beneficiary changes
View more
Edwin Ngugi Mwarangu

Edwin Ngugi Mwarangu

Client Service Specialist

Roles & Responsibilities

  • Money movement and transactions
  • Bank authorizations and periodic transfers
  • Account transfers and Check Deposits
  • Questions regarding paperwork or business processing
View more