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 Financial Planning Analyst Sandra L Belliveau

Sandra L Belliveau

Financial Planning Analyst

Photo of Associate Financial Representative Maryann Anthony

Maryann Anthony

Associate Financial Representative

Photo of Director of Operations Rachael Marie Chamberlain

Rachael Marie Chamberlain

Director of Operations

Photo of Investment Associate Ralph A Coppola IV

Ralph A Coppola IV

Investment Associate