Support our Partners
FPANE Platinum Partners
Longbridge Financial
Jerry Auippa
Direct: 281-272-6299
www.Longbridge-financial.com/advisors
Charles Schwab
Laura Gray
617-960-5225
Laura.gray@schwab.com
https://advisorservices.schwab.com
PLAN MA & RI
Joan McGrath
Executive Director
888-890-7526 ext. 206
joan@planofma-ri.org
https://www.planofma-ri.org/
American Funds/Capital Group
Damian Carroll CFA®, CIMA®, CPWA®
Relationship Manager – RIA/BT (RM-RIA/BT)
877-421-1328 OFFICE
860-573-8064 MOBILE
dafc@capgroup.com
G&N Insurance
Zack Gould | Managing Director
508-545-2042
zack@insurewithgn.com
https://insurewithgn.com/
Heifer Foundation
Debbie McCullough, Esq.
debbie.mccullough@heiferfoundation.org
702-355-0324
https://www.heifer.org/
Markin Asset Management, LP
Matt Kinzer | Managing Director
matt.kinzer@markinfunds.com
914-269-0018
markinfunds.com
Fidelity Investments
Esther Aghai Kaizerman
Regional Vice President, Relationship Management
esther.aghai@fmr.com
800-735-3756
https://fidelityinstitutional.fidelity.com/