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Our Team

Jeremy W. Benoit, CRPC, AIF

Jeremy W. Benoit, CRPC, AIF

Owner, Financial Advisor

Elyse R. Wholey

Elyse R. Wholey

Operations Manager

David  A. Carter

David A. Carter

Client Relationship Manager

Elizabeth A. Benoit

Elizabeth A. Benoit

Owner, Financial Advisor

Tara J. Barnett

Tara J. Barnett

Client Relationship Associate

Kyle A. Birchall

Kyle A. Birchall

Financial Advisor

Madison E. Bannister

Madison E. Bannister

Client Relationship Associate

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck