Our Team

Our team members possess the experience and depth of knowledge to financially enhance your quality of life.

We utilize a team approach in analyzing and planning a client’s investment portfolio, insurance needs, cash flow, income taxes, and retirement. Our recommendations are based solely on our client’s specific needs. Here is a brief summary of our individual backgrounds:

The Team Roster

Don Proteau, CFP CIM Senior Financial Planner	Josie Madunic, CFP Financial Planner
Daryl Koroluk, CFP Financial Planner	Elissa Proteau Administrative Assistant