MEET OUR TEAM

Tim Leahy Headshot
Timothy Leahy,CLU®

Managing Partner/ Financial Planner
Patrick McKallagat Headshot
Patrick McKallagat,CFP®, CLU®

Partner/Financial Planner
Peter Morin Headshot
Peter Morin,CLTC®, RICP®

Partner/Financial Planner
Connor Townsend Headshot
Connor Townsend,CLTC®

Partner/Financial Planner
Darlene King Headshot
Darlene King

Executive Assistant
Wendy Wood Headshot
Wendy Wood

Administrative Assistant
Leah Ciampa Headshot
Leah Ciampa

Administrative Assistant

1The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.