Chief Executive Officer, CERTIFIED FINANCIAL PLANNER™
Joff is an independent CERTIFIED FINANCIAL PLANNER™ professional who has been working with individuals and businesses in the area for over 19 years.
Industry Registrations, Licenses & Designations
Community & Charity Involvement
Chief Compliance Officer
Originally from Maine, Jon Loranger is a graduate of Northeastern University. He holds Series 7, 24, 53, 63, and 65 licenses. He oversees the compliance operations of the firm. This includes maintaining compliance manuals and processes, archival of documents, and new business approval. His goal is to reduce audit risks while maintaining efficient business solutions. Jon has over 18 years of experience in the financial services industry where he served in various capacities such as IT director, senior agency supervisory officer, and as a financial advisor. In his role, Jon works closely with operations, marketing, licensing, technology, broker/dealer relations and advisor support services.