Broker Check

Our Team

John Finn, CLU, ChFC®

 

Partner

Since 1986, John has helped people plan for their retirement goals. After spending eleven years developing his practice at Connecticut Mutual Life Insurance Company, he later built a financial services operation at Braman...

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Sharon K. Meehan

Partner

As Partner at the firm, Sharon prides herself on nurturing a client list that includes several long term multi-generational relationships. By being authentic, caring, and responsive to their needs, she has walked beside many of her...

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Ben Fernandez

Paraplanner

401-848-4579

Benjamin.Fernandez@lpl.com

Ben is our go-to guy on the Finn side of the office. He is working his way up to become an independent advisor, but in the meantime we get to take advantage of his great attitude and willing nature. He began working for us as a summer...

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Annie Carson

Adminstrative Assistant

401-848-4579 x116

ann.carson@lpl.com

Our Administrative Assistant, Annie Carson, has been in financial services for over 15 years. Her experience includes retail banking and client service. She was most recently at Pawtucket Credit Union. Annie always enjoys helping...

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