Our Associates
John D. Williams
ChFC, CLU, TEP, Founder & Chief Executive Officer
James Lee
Chief Operations & Chief Compliance Officer
Mikhail Veselov
Financial Advisor
Jonathan Williams
Client Services
Bill Doran
MBA, Vice Chairman
Our Strategic Partners
James Dawson
CFP, Life Settlements Valmark Financial Group
Tyler Denholm
CFA, VP of Investment Management & Research Valmark Financial Group
Zach Hurst
CFP, Financial/Estate Planning, Valmark Financial Group
Phil Jackson
MBA, CLU, CFP, Life Insurance Specialist, Valmark Financial Group
Eric Johnson
Sr. Underwriter, Valmark Financial Group
Frank Lessick
MBA, Sr. Director of Investments, Valmark Advisers
Michael Amoia
JD, LLM (Tax), CLU®, ChFC® Vice President, Advanced Markets
Michael Michlitsch
MBA, CRPC, Policy Management Company
Michael McClary
MBA, Chief Investment Officer, Valmark Financial Group
Contact Us
62 Walnut Street
Wellesley, MA 02481
Phone: 781.237.0123
Fax: 781.237.1696
E-mail: [email protected]