Broker Check

Our Team

Matthew Sawyer

Matthew Sawyer, AIF®, ChFC®, CLU®, CLTC

Managing Sales Director | Registered Representative | Investment Advisor Representative

(401) 243-8846

(401) 691-6969

Patrick  Sawyer

Patrick Sawyer

Financial Advisor | Financial Services Executive | Investment Advisor Representative

(401) 243-8846

(401) 691-6969

Tyler  Landry

Tyler Landry

Practice Manager

(401) 243-8803

(401) 691-6969

Resources

Beverly Wright

Beverly Wright

Vice President, Worksite Products

Dean Morra

Dean Morra

Property & Casualty Insurance

John Foreman, MBA, CIMA®

John Foreman, MBA, CIMA®

Vice President, Investments

Kathleen Cassidy, JD

Kathleen Cassidy, JD

Vice President, Advanced Markets

Matthew Teel, CFP®, CLU®

Matthew Teel, CFP®, CLU®

Senior Vice President