Broker Check

Our Team

A Full Support Team Dedicated to Your Continuous Needs

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial services world. We take pride in the quality and longevity of our agency staff and financial professionals. Formed to serve the needs of our agents, advisors and clients, the staff work together across multiple offices to set the tone for our agency culture.

Staff

Angie Bergeron

Angie Bergeron

Client Relations Advocate, Innovative Wellness

802-881-2801

Carrie Shepard

Carrie Shepard

Director of Agent Services

Hannah Hubscher

Hannah Hubscher

Marketing and Distribution Director

(805) 358-4263 (voice only)

Jean Patno

Jean Patno

Securities Compliance Director

Katie Hrivnak

Katie Hrivnak

Front Office and Events Manager

Kim Weston-Dusablon

Kim Weston-Dusablon

New Business Coordinator

Logan Lamothe

Logan Lamothe

VP of Finance

Maria  Hubscher, CLU®, ChFC®, CPT®, Nutritionist

Maria Hubscher, CLU®, ChFC®, CPT, Nutritionist

Chief Wellness Officer of Marketing and Nutritionist

Michael Ragusa

Michael A. Ragusa, JD*

Managing Director

Paul J. Cellucci

Paul J. Cellucci

Regional Director-Southern New England

Randall Raner

Randall Raner

Owner & General Agent

Todd Fothergill

Todd Fothergill

Project Management & Promotions

Tyler Combs

Tyler Combs

Recruiting Director and Financial Representative

William Hinman

William Hinman, CLU®, ChFC®

Regional Director - Northern New England

                                                                             


                                                                                            


                             


                                                 

Have a Question?

Thank you!
Oops!