Our Team
Frank Adams
President
Don Coffin
President
Peter Cowen, CMFC®, CRPC®
President
Pete Cowen has over 15 years of experience providing financial solutions to individuals, businesses and organizations. Petes integrity and experience enable him to provide personalized financial planning that reflect the values,...
Louis J. Czerwinski, CRPC®
Vice President
Lou began his career in financial services some 13 years ago helping individuals and businesses with their investment analysis, retirement planning, and risk management needs. Lou covers a wide range of financial services for his...
David Ross Jr.
President
Dave Ross has over 15 years in the financial services business. For many years Dave worked for The Hartford Insurance Group in the Estate Planning division where he helped Financial Advisors and their clients. Now as a financial...
Cameron Rice
Vice President
Bernadette Adams
Director of Client Services