Broker Check

Mission Statement

Mission Statement

To create a collaborative environment whereby entrepreneurial advisors can grow as professionals and grow their independent practice without the burden and distraction of running their business alone.

Our Team:

  • Pat Lanotte, Branch Manager, CFP, 25+ years of experience in comprehensive wealth management. Works for the advisors, not the other way around.
  • Christopher Jones, Support Advisor, CFP, 14+ years of experience. Works for the advisors.
  • Liz Chung, Administrative Assistant/Client Service Coordinator, 2+ years experience.
  • Culture of advisors interacting and sharing industry ideas and client implementation.


Our Support:

  -Business Operations

  • Processing business
  • Making/confirming appointments
  • Running day to day operations of an office and staff

  -Customer service

  • Responding to client requests for business transactions
  • Meeting and greeting clients when they visit
  • General client interactions and business servicing
  • Financial planning strategies

  -Case Design Input from Branch Manager, Support Advisor and Advisor Community

  -Financial Planning Support

  -Business Development

  • Broker Dealer programs both in house and third party proprietary programs

  -Professional Growth

  • Experienced insight to client service review models
  • Broker Dealer “Next Level” coaching programs