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Who We Are

Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Marcus R Boland CLU®, ChFC®, CFP®, AEP®, CPWA®

Wealth Management Advisor

Olin Parker Thomson CFP®

Director of Financial Planning

Jill Grey CFP®, ChFC®

Director of Wealth Management Services

Tsuyaka Arakaki CFP®

Associate Wealth Management Advisor

Rahul Iyengar MBA, B.A.

Director of Investments

Weston A. Souza ChFC®, CLU®

Associate Wealth Management Advisor

Emma J Boland

Director of Operations and Client Service

Kindra N Thomson

Administrative Assistant