Broker Check

Our Team

Ben Fernandez

Associate Advisor

(401)848-4579x117

Benjamin.Fernandez@lpl.com

Ben is our go-to guy in the office. He has worked his way up to become an independent advisor, while always bringing a great attitude and willing nature. He began working for us as a summer...

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John Finn, CLU, ChFC®

 

Principal

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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