Our Team

Kevin Potvin

Kevin Potvin

Owner, Financial Advisor
Richard Potvin

Richard Potvin

Financial Advisor
Robyn Hardiman

Robyn Hardiman

Financial Advisor, CFP
Keith Macintosh

Keith Macintosh

Personal Financial Planner
Kim Mercer

Kim Mercer

Mutual Funds & Life Licensed Assistant,
Client Services
Daniela Di-Saverio Goguen

Daniela Di-Saverio Goguen

Executive Assistant
Carol Potvin

Carol Potvin

Marketing Director
Niki Hampel

Niki Hampel

Mutual Funds & Life Licensed Assistant,
Client Services
Laura Murchison

Laura Murchison

CFP, Mutual Funds & Life Licensed Assistant, Client Services