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 Wealth Management Advisor Jonathan L. Galego

Jonathan L. Galego

CLTC®

Wealth Management Advisor

401-457-2962

My team and I specialize in wealth accumulation, protection and distribution. Our commitment to our clients is to understand their needs, keep up to date and fully educated on all areas related to comprehensive financial planning. We take a holistic approach to building this relationship and implement a strategy dovetailed to your most important goals and objectives.

Photo of Administrative Assistant Diana Marie Medeiros

Diana Marie Medeiros

Administrative Assistant

401-457-2984

Photo of Director of Operations and Client Service Elise Poliquin

Elise Poliquin

Director of Operations and Client Service

401-457-2931

Photo of Financial Advisor Jeremy Taylor Stowe

Jeremy Taylor Stowe

CLTC®

Financial Advisor

401-457-2920

Jeremy works with businesses to develop a benefits package that is in line with their values and goals as an organization. This process uniquely merges the expertise of a financial advisor and a benefits consultant.