Dan Noonan and Jason DeJean | Source | Senior Vice President, Investment Advisor | Portfolio Manager, Financial Plan...

Drawing on over 30 years of experience helping clients realize their financial goals, Dan has developed a practice built on navigating constant changes in the markets and the impacts to client portfolios.

Jason is a Portfolio Manager and Certified Financial Planner and has been in the financial industry since 1999. Jason partners with his clients to design and implement their personal financial roadmap, recognizing that each client situation is unique and requires customized attention. Over the past two decades, Jason has been working diligently on attaining many designations.