Biographies

 
  • Kathy Griffin

    Personal Assistant

  • Jeffrey J. Smith

    Jeffrey J. Smith

    Financial Services Representative

  • Jennifer Shea, JD*, MBA

    Jennifer Shea, JD*, MBA

    Agency Director - Financial Planning & Advanced Markets

  • Julia Bergh

    Julia Bergh

    Paraplanner

  • Catherine Utley, CFP

    Catherine Utley, CFP

    Financial Planning Consultant