Our team

Team Member
Sarah Groleau
FIC, RICP®
Financial Consultant

Sarah has completed her FINRA Series 7 and 66 licenses. 

States Licensed: AZ, CA Insurance Lic. #4188625, CO, CT, FL, GA, MA, MD, ME, MN, MS, NC, NH, NJ, NY, OH, PA, RI, SC, TX, VT, WA, WI, WV

About Sarah Groleau

Sarah has completed her FINRA Series 7 and 66 licenses. 

States Licensed: AZ, CA Insurance Lic. #4188625, CO, CT, FL, GA, MA, MD, ME, MN, MS, NC, NH, NJ, NY, OH, PA, RI, SC, TX, VT, WA, WI, WV
Team Member
Jacob Kinney
FIC
Financial Associate

Jacob has completed his FINRA Series 7, and 66 licenses. 

States Licensed: CA Insurance Lic. #4099641, CT, FL, IN, MA, MD, ME, MI, NC, NH, NY, PA, VA

About Jacob Kinney

Jacob has completed his FINRA Series 7, and 66 licenses. 

States Licensed: CA Insurance Lic. #4099641, CT, FL, IN, MA, MD, ME, MI, NC, NH, NY, PA, VA
Team Member
Mark Haglin
ChFC®, CLU®, FIC
Financial Associate

Mark has completed his FINRA Series 7, 63 and 65 licenses. 

States Licensed: AZ, CO, CT, FL, IA, IL, MA, ME, MI, MN, NH, NY, PA, RI, TN, TX, WI

About Mark Haglin

Mark has completed his FINRA Series 7, 63 and 65 licenses. 

States Licensed: AZ, CO, CT, FL, IA, IL, MA, ME, MI, MN, NH, NY, PA, RI, TN, TX, WI
Team Member
Christy Alvord
MBA, FIC, BFA™
Financial Advisor

Christy has completed her FINRA Series 7 and 66 licenses. 

States Licensed: CT, FL, MA, ME, MN, NH, PA, RI, TX, VT, WI

About Christy Alvord

Christy has completed her FINRA Series 7 and 66 licenses. 

States Licensed: CT, FL, MA, ME, MN, NH, PA, RI, TX, VT, WI
Team Member
Robert O'Neill
MBA
Financial Consultant

Bob has completed his FINRA Series 7 and 66 licenses. 

States Licensed: CA Insurance Lic. #4431413, CO, CT, FL, GA, IN, MA, ME, MN, NC, NH, NJ, NY, OH, PA, RI, SC, TX, VA, VT

About Robert O'Neill

Bob has completed his FINRA Series 7 and 66 licenses. 

States Licensed: CA Insurance Lic. #4431413, CO, CT, FL, GA, IN, MA, ME, MN, NC, NH, NJ, NY, OH, PA, RI, SC, TX, VA, VT
Team Member
Gretchen Johnson
FIC
Associate
States Licensed: FL, MA, ME, NC, NH, NY, PA, RI, VT, WA, WI

About Gretchen Johnson

States Licensed: FL, MA, ME, NC, NH, NY, PA, RI, VT, WA, WI
Team Member
Nicholas Hintz
Associate

Nick has completed his FINRA Series 6,7,63 and 65 licenses. 

States Licensed: FL, MA, ME, NC, NH, NY, PA, RI, VT, WI

About Nicholas Hintz

Nick has completed his FINRA Series 6,7,63 and 65 licenses. 

States Licensed: FL, MA, ME, NC, NH, NY, PA, RI, VT, WI
Team Member
Jeffrey Pfannerstill Jr
Financial Advisor
States Licensed: FL, MA, ME, NH, PA, WI, WY

About Jeffrey Pfannerstill Jr

States Licensed: FL, MA, ME, NH, PA, WI, WY
Team Member
Jim Langenkamp
FIC
Associate
States Licensed: AZ, TX, WI

About Jim Langenkamp

States Licensed: AZ, TX, WI