Broker Check

Your Wealth, Our Priority

Bob Ellis, CFP®, MSFS



Bob is a Portsmouth, Rhode Island native who moved to New Hampshire in 1997 as a freshman attending Plymouth State College.  As an avid skier, Bob knew he wanted to live close to the mountains. After graduating in 2001, he moved...

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Logan Pettus

Office Manager


Currently, Logan is pursuing a Bachelor’s degree in Business Administration and Finance through Southern New Hampshire University's online program. This foundation will serve as the stepping stone for obtaining the essential...

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