Christopher March, B.Comm.

Investment Advisor

Phone Number709-576-1084 | Email me | Visit Website

David Kelly, CPA, CA, FMA, FCSI

Senior Investment Advisor, Portfolio Manager & Financial Planner

Phone Number709-576-4596 | Email me | Visit Website

Greg Parrott, CIM, FCSI

Senior Investment Advisor, Portfolio Manager & Financial Planner

Phone Number709-576-4795 | Email me | Visit Website

Luke O'Brien, MBA, CFA, PFP

Senior Portfolio Manager & Wealth Advisor

Phone Number709-576-4358 | Email me | Visit Website

Rane Brennan

Investment Advisor

Phone Number709-576-4271 | Email me | Visit Website

Susan J. Kielley

Investment Advisor

Phone Number709-576-4214 | Email me | Visit Website

The Ron Beer Wealth Management Team 

Phone Number1-800-563-0935 | Email me | Visit Website

Tom Coady, B.Comm.

Investment Advisor

Phone Number709-576-4297 | Email me | Visit Website