Meet Our Team
Our team is a diverse group of seasoned investment professionals dedicated to guiding you on your financial journey. With a wealth of experience in market analysis, portfolio management, and personalized financial planning, we are committed to delivering tailored solutions to help you achieve your investment goals. Meet the experts who are here to secure your financial future.
Our Team
Dr. James Bennett
CEO
Will Pierce
Chief Investment Advisor
Russell B. Dow, JD
President and Senior Portfolio Manager
Richard P. Benoit
V.P. of Finance & Corporate Development
Clifford G. Dow, Jr.
Financial Advisor
Richard Louis
Financial Advisor
Avard M. Dow, Jr.
Senior Financial Advisor/Portfolio Manager
Eric Lusk
Financial Advisor
Robert S. Stepleman, Ph.D.
Chief Portfolio Strategist
Timothy Edmond, CLU, ChFC, CASL
Financial Advisor
Diane Edmond
Administrative Assistant
Shane Edmond
Financial Advisor
Jason A. Andriano, MBA, CFP®
Senior Financial Advisor & Certified Financial Planner™
Kristina Petit
Account Executive
Madeline Rheaume
Account Executive
Xantia Kansil
Relationship Manager