Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

Our team of highly qualified investment professionals is here to support you in managing your wealth. They will help you choose the products best suited to your needs.

We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.

Our team of experts

Senior Wealth Advisor

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Mike has over 20 years of industry experience and specializes in helping individuals and families prepare for and enjoy their well-deserved retirement. Mike utilizes his decades of expertise to ensure his clients make the most out of their hard-earned money. Whether it is planning for retirement, saving for a large purchase, or finding a tax efficient investment strategy, Mike leverages his knowledge, relationship building, and calm demeanor to promote an excellent client experience.

As an alumnus of Brandon University, Mike is a strong supporter of the BU men’s basketball program and can often be found cheering the team on at their games. Mike also loves to travel, play pickleball, and spend time with his wife Jen and dog Baylee.

Jaren Bouchard

Wealth Associate

Janice Johnson

Wealth Associate

Contact us

Get contact information for our team members and find out where our offices are.