Meet Our Team

Our team is a diverse group of seasoned investment professionals dedicated to guiding you on your financial journey. With a wealth of experience in market analysis, portfolio management, and personalized financial planning, we are committed to delivering tailored solutions to help you achieve your investment goals. Meet the experts who are here to secure your financial future.

Our Team

Russell Zoomed

Russell B. Dow, JD

President and Senior Portfolio Manager

Clifford G. Dow, Sr

Clifford G. Dow, Sr., CFA, CFP®, ChFC, Emeritus

Investment Broker & Chief Investment Officer

Richard P Benoit

Richard P. Benoit

V.P. of Finance & Corporate Development

Clifford G Dow Jr

Clifford G. Dow, Jr.

Financial Advisor

Richard Louis

Richard Louis

Financial Advisor

Avard M Dow Jr

Avard M. Dow, Jr.

Senior Financial Advisor/Portfolio Manager

Gerald A Guild

Gerald A. Guild

Chief Fixed Income Strategist

Eric Lusk

Eric Lusk

Financial Advisor

Robert S Stepleman Phd

Robert S. Stepleman, Ph.D.

Chief Portfolio Strategist

Timothy Edmond Clu Chfc Casl

Timothy Edmond, CLU, ChFC, CASL

Financial Advisor

Diane Edmond

Diane Edmond

Administrative Assistant

Shane Edmond

Shane Edmond

Financial Advisor

Jason A Andriano Mba Cfp

Jason A. Andriano, MBA, CFP®

Senior Financial Advisor & Certified Financial Planner™

Kristina Petit

Kristina Petit

Account Executive

Madeline Rheaume

Madeline Rheaume

Administrative Assistant

Investor Education Services

J Douglas Wellington Mba Jd Llm

J. Douglas Wellington, MBA, JD, LLM

Investment Theory and Practice

Joel H Cooper Mba

Joel H. Cooper, MBA

Investment Theory and Practice

Zoltan Katona

Zoltan Katona

Chester B Rodeheaver Cfa

Chester B. Rodeheaver, CFA