Luke DeRose
Wealth Advisor
Luke is an Investment Adviser. He specializes in portfolio construction and financial plan analysis. He is CSSCS certified, Life/Health Insurance licensed and holds Series 7 and 66 securities registrations.
Meet Your Trusted Financial Team
Read more about Richard
Richard Belanger
Senior Wealth Manager
Read more about Hons
Hons Yu, CFP®
Certified Financial Planner™
& Senior Wealth Advisor
Read more about Michael
Michael Belanger
Wealth Manager
Read more about Luke
Luke DeRose
Wealth Advisor
Read more about Thomas
Thomas Wissenbach
Financial Representative
Read more about Nicara
Nicara Enright-Alves
Wealth Advisor & Operations Manager
Read more about Anthony