Our Team

 
  • Ben Franklin  CFP®, CPA, EA, AIF®, MPAS®

    Ben Franklin CFP®, CPA, EA, AIF®, MPAS®

    Managing Director & Senior Advisor

  • Tim Franklin CFP® CKA® CWS® AIF®

    Tim Franklin CFP® CKA® CWS® AIF®

    Senior Wealth Advisor

  • Mary McDade

    Receptionist - Director of First Impressions

  • Terry Moreau CLU, LUTC

    Terry Moreau CLU, LUTC

    Insurance Specialist