AT OUR MAINE & FLORIDA OFFICES

Our advisors and staff work directly with our clients to design an investment plan tailored to their needs.

2020 Eric Anton

Eric Anton
Co-Founder & Principal

 

​MEET ERIC​ 

Bonnie Davis

Bonnie Davis
Long Term Care Planning Consultant

 

​MEET BONNIE​ 

2020 John LeMieux

John LeMieux
Co-Founder & Principal

 

​MEET JOHN​ 

2022 Peg McGovern

Peg McGovern
Office Manager

 

​MEET PEG​