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YOUR FINANCIAL SUCCESS IS OUR HIGHEST PRIORITY


Our advisors are a distinct group of talented individuals who all share a common purpose – serve clients to the best of their ability in every way possible.

Each of our advisors possess their own talents and unique abilities which are utilized daily. The team mentality is prevalent, and the sharing of ideas and opinions is commonplace.

Above all, our advisors have your entire financial well-being in mind.

Brandon Converse, CRPS®
Brandon Converse, CRPS®

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

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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