Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Advisors

Advisor photo for Roger Lapierre

Roger Lapierre

CRPC, CLTC®, APMA®

Financial Advisor

Managing Director
Visit Roger Lapierre's website


Team

Jeremy Noessel

Jeremy Noessel

Registered Client Service Associate,

Practice Manager

Qualifications

  • Series 7, 63 and 65
  • RI Insurance
  • CFP®
  • CRPC®
  • CRPS®

Roles & Responsibilities

  • Responsible for client service needs.
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