Massachusetts Meet The Team

Joe Bradley*, FSCP

Financial Professional

Chris Simich

Managing Partner

James Allison Jr.*, ChSNC

Financial Advisor

Michael Wimmer, USMC – Ret.,CFP®

Financial Advisor

Terry Anderson*, LUTCF

Registered Representative

Brandon Melton*

Registered Representative

jernigan_img_1

If You’re Ready to Have a Conversation, We’re Ready to Help

Contact us today to learn how we have helped hundreds of individuals and families find the financial independence they sought by delivering services and products tailored to their distinct needs, goals and circumstances.

Call Now Button