Your Team
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Roland P. Gagne,
MSFS, ChFC®, CFP®, AIF®Client Service Director
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Michelle L. Herwood
Director of Operations & Client Experiences
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Robert J. Felvinci
Wealth Management Associate
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Sean Doyle
Senior Financial Services Operations Leader
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Sharon Bunker, FPQP , CRPS®
Senior Administrative Associate
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Laura Perreault
Administrative Associate - Intern