The Team

Our Advisors

Caitlin  Peloquin

Caitlin Peloquin

Financial Advisor

More about me...

Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Insurance

Education

BSBA, Nichols College, 2013, MBA, Nichols College, 2016

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Our Staff

Karen Rougas

Karen Rougas

Financial Planning Assistant