Broker Check


Cary graduated from American International College in 1969. He then went on to become an Officer in the Army Reserves. Cary gained experience at both large and small accounting firms, and in 1973 he started his own accounting firm and...

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Derek has been with the Firm since 2001. He received his Bachelor of Science in Business Administration from Eastern CT State University. Derek holds the following FINRA licenses: Series 6 (Investment Company Products/Variable...

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Shannon attended Eastern Connecticut State University and went on to become a Registered Securities Representative while gaining experience as a Client Relations Manager at The Hartford Insurance Company in Simsbury, CT. Shannon has...

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Jake Kenyon

Client Service Relations



Jake received his Bachelor of Science in Recreation Management from the University of Maine at Machias in 2010. Following graduation Jake went on to work for Royal Caribbean Cruise Lines for several years traveling abroad and...

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