Our Team

 

 

 

 

 

 

 

 

 

   Howard Shear, CLU ®, ChFC ®

   President & Financial Advisor

 

 

 

 

 

 

 

 

 

 

 

 

 

 

   Bradley Shear, CPFA ®

   Vice President & Financial Advisor

 

 

 

 

 

 

 

 

 

 

 

 

 

 

   Shari Diak

   Wealth Management Assistant