Our Staff

Jonathan D. Charest, MSFS,CFS, RFC , CSA-  Managing Partner and holds a Bachelors Degree in Marketing and a Master of Science in Financial Services. He has earned the designations of Registered Financial Consultant and Certified Fund Specialist.  He is the author of two audio programs entitled "Strategies for Your Small Business" and "What Are We Gonna Do With Gramma" and "Multimedia Business Card" and has published " The Financial Planning Workbook for Widows."  

Don G. Charest, ChFC^®, CFS,  RFC -has earned the designations of Chartered Financial Consultant, Registered Financial Consultant and Certified Fund Specialist.  He provides insurance services and 35 years of experience to the company. Don handles the marketing for the company.

Linda- Is our accountant and problem solving specialist.  She handles the company's accounting and tax issues and is our go-to person for special solutions for clients.  

Ann is Jonathan's  assistant in Mobile and she is available to answer questions, schedule appointments and service most of your requests.