Our advisors

Charles Jakober

CFP®, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Charles Jakober Visit Charles Jakober's website

Shelby M Marcotte

CEPA®

Financial Advisor

Business Financial Advisor
Learn more about Shelby M Marcotte Visit Shelby M Marcotte's website


Our team

Dawn Friedrichsen

Dawn Friedrichsen

Client Service Manager

Roles & Responsibilities

  • Client assistance & Scheduling
  • New Client Intake
  • Business Processing
  • Operations Management
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