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