Our Team

Our first-class financial experts have diverse planning backgrounds and skills, but they have one thing in common—an unquenchable passion for serving others with precision and excellence. We’re here to provide next-level service so you can have the peace of mind and confidence you deserve.

 

Gregory M. Telge , CFP®, MSFS, AEP®, CASL®, REBC®

Wealth Management Advisor

Office 603-668-8862


Email

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Stephanie Mears

Director of Operations

Office 603-668-8862 ext. 14


Fax 603-668-2681


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Brian Dwinell , CFP®, RICP®

Director of Investments and Planning

Office 603-668-8862 ext. 11


Email

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Derek F. Nickerson , CFP®, ChFC®

Investment Operations Coordinator

Office 603-668-8862 ext. 12


Email

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Jacob Getz

Marketing and Client Relations Manager

Office 603-668-8862 ext. 25


Email

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