About Us Profiles Joseph A. MarshallFounder & PresidentFinancial AdvisorRegistered Financial Consultant (RFC) View Profile Tracy BakerOSJ, Branch Manager View Profile Kimberly ButterfieldVice-PresidentDirector of AdministrationFinancial AdvisorChartered Financial Consultant (ChFC) View Profile Richard C. BassettFinancial AdvisorMarketing Manager View Profile Lucy M. FariaRegistered Administrative Assistant View Profile Contact us today.
