Hometown service from your hometown team

We are more than experienced financial advisors who have access to powerful resources and are backed by the strength of a solid multinational firm. We are also your neighbors.

Over the years, we’ve helped many individuals, families, business owners and professionals with financial guidance personalized to their own specific needs. From financial planning to wealth management, we’re ready with the guidance and resources necessary to help you, too.


Alan M. Griffin
Branch Manager
Senior Vice President, Investments
David Neunuebel, CFP®, ChFC, CLU, ADPA
Senior Vice President, Investments
Jeffrey Davis
Vice President, Wealth Management
Lisa Barrantes, CRPC, ChFC, CLU
Financial Advisor
Matt Rowe, CIMA®
Financial Advisor
Vice President, Wealth Management
Jeffrey M. Davis
Financial Advisor
Nicole Saragosa
Senior Client Service Associate
Peggy Macisaac
Senior Registered Client Associate

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investment Management Consultants Association (IMCA®) is the owner of the certification marks “CIMA®,” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.