Broker Check

Our Team

John Finn, CLU, ChFC®



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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


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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

Associate Advisor


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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