John J. RapoPrincipal   B.S., Business Management, Nichols College; Licensed in Series 7, Series 63, Series 24, as well as Life, Accident, Health and Property and Casualty Insurance. John is also a board member of the International Society for the Arts. John has extensive experience in investing and financial planning in addition to all lines of property and casualty insurance



David P. Jepsen
Principal   BA, Economics, Middlebury College; Licensed in Series 7, Series 63, as well as Life, Accident, Health and Property and Casualty Insurance. David has also been a member of the Big Brother / Little Brother program for three years and is a private pilot. David also has extensive training in asset allocation and financial planning, international economics, as well as all lines of property and casualty insurance.


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