Our North Bay Team
Get to know our North Bay team of experts, who are ready to help you.
Adam Underwood, B.A., CFP®
Certified Financial Planner®
Insurance Advisor
Brady McQuoid, QAFP™
Qualified Associate Financial Planner™
Insurance Advisor
Michael Wellard, CFP®
Certified Financial Planner®
Insurance Advisor
Nancy Kirkham, CFP®, EPC
Certified Financial Planner®
Elder Planning Counselor
Insurance Advisor
Jennifer Farquhar, QAFP™
Qualified Associate Financial Planner™
Insurance Advisor
Mary-Ann Giroux, B.A.
Insurance Advisor Investment Representative
Jeff Hobbs
Insurance Advisor Investment Representative
June McCharles, B.A.
Administrative Assistant
Madelaine Doucette
Insurance Advisor
Investment Representative

