Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Practice Manager Muriel A Gilfoil

Muriel A Gilfoil

Practice Manager

Photo of Director of Client Relations and Marketing Sarah L Carver

Sarah L Carver

Director of Client Relations and Marketing

Photo of Sharon M Marshall

Sharon M Marshall

Everyone deserves a financial plan that reflects their hopes, goals and dreams. I provide a custom plan to all of my clients and partner with them to implement strategies to reach their goals. My goal is to educate, make financial planning fun and celebrate reaching the goals and milestones with my clients!
Photo of Garrick R Legault

Garrick R Legault