Biographies

 
  • James E. Rose IV CFP®

    James E. Rose IV CFP®

    Investment Advisor Representative
    Financial Services Representative
    Financial Planner

  • Anne McGreal

    Anne McGreal

    Director of Marketing

  • Herbert K. Daroff, J.D.*, CFP®, AEP®

    Herbert K. Daroff, J.D.*, CFP®, AEP®

    Agency Director-Estate and Business Planning

  • Mark McMannus

    Mark McMannus

    Senior Vice President

  • Glenn Noland, ChFC®, CLU®

    Glenn Noland, ChFC®, CLU®

    Agency Director - Advanced Markets

  • Jennifer Shea, J.D.*, MBA, CFP®

    Jennifer Shea, J.D.*, MBA, CFP®

    Agency Director – Advanced Markets

  • Abigale Shields

    Abigale Shields

    Director of Financial Planning, Personal Financial View