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Jarett Kobe: Financial Advisor. As my associate and as a Financial Advisor, Jarett works directly with our clients to help plan their financial future. Jarett has a life insurance and mutual funds license and is qualified to assist you with your financial plans, investments, insurance needs as well as estate planning. Jarett and his family reside in Grand Bend. |
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Sandra Dwyer: Client Service Specialist. Sandra is often the first person you will encounter in our office. Her knowledge and organizational skills enable her to provide effective client support. She is ready to help you with your enquiries and get the answers you need. |
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Angela Beierling: Transaction Specialist. Angela uses her extensive life industry background to assist Brian with many of the technical questions from his clients. She is also responsible for monitoring all financial and insurance transactions to ensure their accuracy and completeness. Since joining our team in 2004 she has provided the extra measure of service our clients have come to expect. |
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Jason Cocurullo, BA: Marketing & Research Assistant. Jason is responsible for the preparation of client presentations, insurance and financial illustrations as well as marketing and product research. He works closely with me to help us meet our client's needs. |
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Rob Dionne, BA: Accounting Assistant. Rob uses his extensive experience in the financial services industry to assist in office administration, special projects and accounting. |
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Irene Hall, BA: Office Manager. Irene is responsible for the administration and organization of the office. She has a mutual funds license and is able to assist you with any questions you may have. |
