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.


Advisors

Advisor photo for Russell Beckwith

Russell Beckwith

APMA®

Financial Advisor

Vice President
Visit Russell Beckwith's website


Team

Marianne Sheppard

Marianne Sheppard

Registered Operations Leader,

Practice Manager

Qualifications

  • Series 7, Series 63, and Insurance

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Heather Floridia

Heather Floridia

Client Service Coordinator,

Client Service Specialist

Roles & Responsibilities

  • Client Scheduling
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Shivam Mazumder

Client Service Associate,

Operations Specialist