Broker Check


Heather Brown

Partner / Advisor

(800) 260-1615

(877) 900-4339

Heather joined the industry in 2012; she is our branch Financial Advisor and Operating Supervisor; As well as managing her direct clientele, Heather is fully licensed, including her compliance supervisory license, and on call to...

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Shawn R. Loring, Esq.

Partner / Advisor



Shawn began his career in the financial services industry in 1994. He has held positions as a bond analyst for a prominent insurance company, as an account manager dealing with some of the largest banks in the world, and as an...
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