50 Oshara Boulevard
Educator, Planner and Advisor
Peter works intimately with clients to develop plans and programs that satisfy important life needs. His qualifications include: CERTIFIED FINANCIAL PLANNERTM. A Registered Investment Advisor Representative with Financial Partners....
Denise runs our office and keeps all the parts organized and moving seamlessly. She is often the first point of contact for clients and is ready, willing and able to assist them in any way she possibly can.