Our Team

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...

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...

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...

The newest addition to our team, Kevin will be taking on the role of Client Relationship Associate. As a recent graduate of Florida State University, where he received a Bachelor of Science in Finance with a concentration in economics,...