Steven Mills
COMPLIANCE/COO
Cooper Grady, CFP®
PLANNING
Kristen M. McKeown, CLU®, ChFC®
INSURANCE
Brent Wood
WEALTH MANAGEMENT
Chanice La Touche
TRADING/INVESTMENTS
Craig F. Hemenway
TRADING
Matt Jahn, CLU®
INSURANCE
Raven Ostlind
INSURANCE
Suzanne Clark
WEALTH MANAGEMENT
Barbara Hull
OFFICE MANAGER AND EXECUTIVE ASSISTANT TO MICHAEL DOLBERG
Abby Powell
Executive Assistant to Jeff Carlson
SUZANNE MOORE
Executive Assistant to Robert Gorman
CRYSTAL ROSE
Executive Assistant to Andrew Jaffee & Michael Lewis
Gena McNair
Executive Assistant and Office Manager