Broker Check

With our team's experience, training and knowledge of financial products and services, our clients receive the top-quality, cost-effective financial guidance they deserve, designed to help them realize their financial goals.

Meet Our Team

Financial Professionals

Kevin Brosmith

Kevin Brosmith

Head of Advisor Engagement and Growth

781.237.8352

781.890.3041

Support Team

Jennifer Marshall

Jennifer Marshall

New Business Case Manager and Executive Assistant

781.237.8344

781.890.3041

Amie Cabral

Amie Cabral

Administrative Assistant

781.749.4929

781.749.4928