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YOUR FINANCIAL SUCCESS IS OUR HIGHEST PRIORITY


Our advisor partners are a distinct group of talented individuals all working towards a shared objective: serve clients to the best of their ability.

Brandon Converse, CRPS®, AIF®, CPFA
Brandon Converse, CRPS®, AIF®, CPFA

Financial Advisor, RJFS
Licensed Insurance Agent, K&A

Mike Converse, ChFC®, CLU®, CRPS®, AIF®
Mike Converse, ChFC®, CLU®, CRPS®, AIF®

Wealth Manager, RJFS
Licensed Insurance Agent, K&A

Adam Eilert
Adam Eilert

Associate Financial Planner, RJFS
Licensed Insurance Agent, K&A

Dan Topping, ChFC®, CLU®
Dan Topping, ChFC®, CLU®

Financial Advisor, RJFS
Licensed Insurance Agent, K&A

*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER(tm) and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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