Team

Shannon B. Asselin
Operations Director

Shannon B. Asselin leads Our office team as our Operations Director. 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 over 25 successful years of experience. She has advanced her skills in the financial services industry with further training and education. She oversees Our social media and client engagement while maintaining Compliance in Our office.  She has been recognized for her professionalism and excellence from Our Broker Dealer, wealth managers and clients.

Marissa E. Coyle
Director of Client Operations

Marissa E. Coyle is a key part of our Administrative Team. Her kind spirit and curiosity to learn are only two of the many reasons for her success with over 20 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. She continues to expand her knowledge of the financial industry in order to best serve Our clients at the firm.

Tammy L. Fiske
Administrator

Tammy L. Fiske brings over 30 years of customer service experience to PFD’s administration team. She is the warm, friendly voice you hear when you call and the cheerful smile that greets you when you visit our office. Dedicated and approachable, Tammy plays a key role in supporting both our valued clients and the entire PFD staff, ensuring everyone feels welcomed and well cared for.