As an Investment Advisor since 1983, Kathleen has taught many courses in personal financial planning and has overseen investments for many individuals and families. As a Financial Security Advisor, she also provides life insurance, annuities, disability insurance, long-term care, critical illness, and health insurance.
Investment Advisor since 1998, Jean brings analytical skills to investment advice. As a Financial Security Advisor, he also provides life insurance, annuities, disability insurance, long-term care, critical illness, and health insurance.