WHO WE ARE

Our Team

We’re here to support your financial journey. Get to know our team and connect with us today.

Kraig D. Kerr, CFP

Senior Vice President, Financial Advisor

Michael J. Larlee, AIF, CFP, CRPC

Senior Vice President, Financial Advisor

Brendan Kerr, CDFA

Financial Advisor

Lisa Clunas

Registered Client Associate

Berlynn Lyman

Client Associate