Capital Region District

Tom began his career in the Wealth Management industry 23 years ago, as an independent Insurance Consultant. Five years later, he found his passion as an...

Tanya is passionate about going above and beyond by giving an unparalleled level of service when it comes to her interactions with clients. For the last five years, Tanya has been proud to...

Meet Jace Pierson. Jace works with people who want to protect what they love most, their families. Jace helps families choose insurance that is right for them, to financially weather the storm...

After a close family member passed away in 2014, Brett began his insurance career. Brett was motivated to share his experience about the financial hardship losing a loved one can cause...

Danny has been involved with the co-operative system for over 35 years and believes in and shares their values. Coastal Community Private Wealth Group and Concentra Trust have created an...

Lindsey is passionate about helping you start saving for what matters to you. With over 16 years of experience working with some of the top national investment...