Andrew R. Beaudry
CFP®, CLU®, ChFC®, CASL®
Andrew R. Beaudry has been in the financial services industry since 1989 and serves as Our Registered Principal. His effervescent spirit to seek what is best for Our clients, has been the foundation for their success and fulfillment in multiple areas of their lives such as retirement, converting their lifestyles or careers, business succession, and multi-generational planning just to name a few. He enjoys life and is passionate about guiding and teaching others how to manage their assets to achieve their plans.
Shannon B. Asselin
Shannon B. Asselin leads Our office team as our Executive Administrator. Her role includes overseeing all areas serving Our client’s needs and Compliance relationships while excelling in communication. Her energy and endless enthusiasm for customer service comes from 20 successful years of experience. She has advanced her skills in the financial services industry with further training and education. Currently, she is working towards her Series 6 license to become a Registered Administrator and is looking to attain certifications in Compliance. She has been recognized for her professionalism and excellence from our Broker Dealer, wealth managers and clients.
Marissa E. Coyle
Marissa E. Coyle is a key part of our Administrative Team. Her kind spirit and curiosity to learn, reflect two of the multiple reasons for her success with over 14 years of customer service experience. Her role is complex but handled with professionalism and care, as attested to by the trust Our clients have working with her. Marissa is looking forward to expanding her knowledge of the financial industry, as she works towards her Series 6 license to become a Registered Administrator.