Our Team
OUR TEAM | OUR EXTENDED TEAM | |||||
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John Cameron, CFP®
Senior Vice President,
Financial Advisor
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Michelle Wanless Registered Client Associate |
Molly Filbin, CTFA Vice President, Trust Officer |
John Briscoe Vice President, Trust and Estate Planning |
Tanya Korolkova Personal Trust Administrator |
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We understand that each client's financial journey is unique. Our purpose is to offer guidance, perspective and clarity on a broad range of issues that impact clients' financial goals. We accomplish these objectives by building a long-term trusted relationship, always serving our clients with diligence, competence and integrity. Our clients are presented with effective solutions which encompass financial planning, investment management, retirement planning, risk management and estate planning. |