Meet Our Advisors
Brian E. Conway, CFP®, RMA, CFS
President | Investment Advisor Representative
Email: [email protected] | Phone: 603-429-0626 Ext. 104
Brian applied his engineering and management degree from Clarkson University to build a successful career in the industrial equipment industry rising to the level of Director. In 2002, he chose to pursue a new direction. Read more.
Jeremy Benoit, CRPC, AIF®
Investment Advisor Representative
Email: [email protected] | Phone: 603-506-6233 | Fax: 603-506-6333
Jeremy Benoit has more than 25 years of industry experience and aims to deliver service that consistently exceeds client expectations. He takes an in-depth and confidential approach in developing financial strategies tailored to fit his clients’ needs. Read More.
Stuart Bronson, AIF®
Investment Advisor Representative
Email: [email protected] | Phone: 603-429-0626 Ext. 105
Stuart brings 20 years of experience overseeing financial matters for his clients in Northern New England. He did not come to the financial services industry by the direct route. Read More.
Donna M Rivera, CFP®
Investment Advisor Representative
Email: [email protected] | Phone: 603-429-0626 | Fax: 978-824-2356
Throughout her 30-plus-year career as a CFP and trusted financial advisor, Donna Rivera has taken great pride in being able to assist in all aspects of the client’s financial life. Read More.
Timothy R. Stratz
Investment Advisor Representative
Email: [email protected] | Phone: 626-799-5151 x 101
Tim understands that his professional existence is based on the strength of his relationship with his clients. Working in the financial services industry since 1987, Tim has based his ongoing personal and business success on the referrals of satisfied clients. Read More.
David M. Wheat, ChFC®, AIF®
Managing Director | Investment Advisor Representative
Email: [email protected] | Phone: 603-429-0626 Ext. 103
As the financial services industry has evolved over the past 30 years, David M. Wheat has evolved along with it. In 2005 he founded Axiom Advisors, LLC along with Brian Conway. Axiom is . . . read more.
Check the background of investment professionals on FINRA’S BrokerCheck.