Our advisors

Thomas Harbour

Thomas Harbour

CRPC®

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Learn more about Thomas Harbour Visit Thomas Harbour's website
Abigail A Linn

Abigail A Linn

Financial Advisor

Learn more about Abigail A Linn Visit Abigail A Linn's website

Our team

Esther Sierens

Esther Sierens

Paraplanner

Roles & Responsibilities

  • Esther assists clients with all service requests, including account opening, insurance applications, transfers, distributions and trades.
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Regan Harbour

Regan Harbour

Client Service Specialist

Qualifications

  • Days in the Office: Mon, Tue, Thur & Fri

Roles & Responsibilities

  • Regan provides client relationship support. She assists clients with meeting scheduling, enrolling in the Secure Site and Total View, Virtual Meeting setup and answering questions.
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Alicia Chen

Alicia Chen

Paraplanner

Roles & Responsibilities

  • Alicia is responsible for preparing for all client meetings and ensuring all follow-up items are completed after your meetings.
  • You can expect to receive more frequent communications from her as she begins to send your Financial Profile Update requests to you prior to your meetings.
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Jennie Littman

Jennie Littman

Administrative Assistant