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

Amanda Nicholls

Licensed Assistant

Amy Oliveira

Insurance Advisor Investment Representative