Your Partners in Financial Planning:
Our Advisors and Professional Support Team

David S. Corman

David S. Corman

President | Investment Adviser Representative

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Sean S. Jobin

Sean S. Jobin

Health Insurance Professional

Sean helps clients navigate healthcare, medicare and insurance options.

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Kaijsa Kurstin

Kaijsa Kurstin

Chief Marketing Officer

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Sharon Moran

Sharon Moran

Director of Client Services

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Jean Ricciuti

Jean Ricciuti

Director of Operations

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