Questionnaire

Qualified Plans
Personal Wealth
Contact

Roland P. Gagne
Client Service Director
Jayne D. B. Marsh
Life Prosperity Coach
Tom Simpson
Associate Client Service Director
Dan Bellemare
Associate Client Service Director
Carolyn Keddell
Associate Client Service Director
Alex Fabish
Client Experience Coordinator
Michelle Herwood
Registered Paraplanner

Investment Products are not NCUA insured, not Credit Union Guaranteed and may lose value. Registered Representative Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: AZ, CA, CT, DC, FL, GA, MA, MD, ME, MI, NH, OH, OR, PA, RI, SC, WA. Investment Advisor Representative Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Pension Professionals are not affiliated.

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