Our advisors

Patrick J Shannon

Patrick J Shannon

CRPC®, CFS®

Private Wealth Advisor

Vice President
Learn more about Patrick J Shannon Visit Patrick J Shannon's website
Drescott Thompson

Drescott Thompson

CFP®, CRPC®, APMA®

Financial Advisor

Business Financial Advisor
Learn more about Drescott Thompson Visit Drescott Thompson's website
Alexander Bijanada

Alexander Bijanada

CFP®, CRPC®

Financial Advisor

Associate Vice President
Learn more about Alexander Bijanada Visit Alexander Bijanada's website

Our team

Sandra Cassidy

Sandra Cassidy

Field Operations Team Leader

Qualifications

  • B.S. in Organizational Leadership, Quinnipiac University
  • With the company since 1997
  • MS Excel Certified
  • Corporate Executive Assistant Certified, Katherine Gibbs College
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Kathleen Peacock

Kathleen Peacock

Client Service Coordinator

Qualifications

  • With the company since 1992
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