Meet our advisors

From our leadership team to our advisors, everyone is licensed and certified with one goal in mind: helping you achieve the future you want.

Leadership

Marc S. Lachance head shot photo

Marc S. Lachance

Vice President, Retirement Solutions Group Investor Services
Patrick Gilligan head shot photo

Patrick Gilligan

Director, Wealth Advisors

Wealth Advisors

Thomas White

Senior Wealth Advisor

Grady York

Senior Wealth Advisor