Meet Our Team

Kevin S. Morin, CFP®

Owner

Kevin S. Morin, CFP®

Rick Mattson, CLTC

Medicare & Retirement Planning

Michael S. Depot

Account Executive

Dorrie Fraser

Account Executive

Linda Lachapelle

Account Executive

Michele Penn

Bookkeeper

Joelle Yost

Account Executive

Joe LoPresti

Account Executive

Mark Wingfield

Account Executive

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