Erik M. O’Neill, CFP® CRPC®
Senior Vice President – Investment Officer
PIM Portfolio Manager
Kenji J. Kimura
Financial Consultant
Stephanie L. Poirier
Registered Client Associate
Our mission is to become an essential partner in our clients’ lives by providing tailored financial advice that is both suitable and unbiased. By carefully selecting the members of our team, and by constantly improving ourselves through continuing education, our goal is to provide the highest level of service and professionalism.
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