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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


Cory Smith

Registered Client Service Associate



Cory started his career in financial services after serving in the United States Army for 9 years. During his time in the Army, he earned the coveted Ranger tab, was promoted to the rank of Sergeant, and lead a team of 8 soldiers on a...
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Geoff Lemoine

Registered Client Service Associate



Geoff was born and raised in Massachusetts. He attended the University of Miami for a year to study Engineering before transferring to the University of Massachusetts to earn a BBA in Marketing. Upon graduation, he drove cross country...

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Jon Bicknell

Financial Advisor



Jon is a CERTIFIED FINANCIAL PLANNER™ professional with more than 19 years of experience executing financial strategies for individuals, families and businesses. He specializes in retirement accumulation and distribution...

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