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 Representative

Brady McQuoid, QAFP™

Qualified Associate Financial Planner
Insurance Representative

Michael Wellard, CFP®

Certified Financial Planner®
Insurance Representative

Nancy Kirkham, CFP®, EPC

Certified Financial Planner®
Elder Planning Counselor
Insurance Representative

Jennifer Farquhar, QAFP

Qualified Associate Financial Planner
Insurance Representative

Mary-Ann Giroux, B.A.

Insurance Advisor
Investment Representative

Jeff Hobbs

Insurance Advisor Investment Representative

June McCharles, B.A.

Marketing Associate

Madelaine Doucette

Insurance Advisor
Investment Representative

Amanda Nicholls

Licensed Marketing Associate

Amy Oliveira

Marketing Associate