Broker Check

All Staff

Amy Fracaro-Choate

Amy Fracaro-Choate, CRC

Investment Advisory Representative

802-658-4040

802-862-4789

Anthony Reynolds

Anthony Reynolds

Marketing and Communications Specialist

(763) 999-5593

Connie Dunn

Connie Dunn

Administrative Assistant - Naples Office

(239) 593-6598

Keri Port

Keri Port

Director of Operations, Paraplanner

(763) 999-5573

Kevin Gorski

Kevin Gorski

Vice President/Director of Ops - Naples Office

(239) 593-6598

Kristi Sanz

Kristi Sanz, CRPC®

Financial Advisor, Business Development Director

(763) 999-5595

Neal Gosman

Neal Gosman

Consulting Paralegal- Estate Planning Services

(763) 999-5596

Philip Spillane

Philip Spillane

Principal - Vermont Office

802-658-4040

802-862-4789

Tony Mattson

Tony Mattson

Corporate Accountant/ Tax Associate

(763) 999-5582

Tyson Pettitt

Tyson Pettitt

Managing Director, Financial Advisor

802-658-4040

Get Started

Name
Email
Phone
Message
Thank you! Oops!