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Meet the team

Meet the award-winning team of Financial Professionals who have helped hundreds of individuals and families find financial freedom.

James DesRocher

Owner/Financial Coach

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Maggie Turcotte

Client Concierge

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Tyreek Barney

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James Magner

Advanced Planning Team

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Peter J. Holmes

Insurance Specialist

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Scott Frost

Investment Specialist

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Katherine Bermudez

Client Scheduling & Outreach

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Isn’t it time for you to feel confident about your financial future?

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