Team
Since the inception of the firm, September 1989, Paul has served as President of Associated Investor Services Inc., a Registered Investment Advisory firm. Paul is securities licensed through Investacorp, Inc., a Registered...
Marc began his career in 1970 as an agent for Connecticut Mutual Life in Rochester, New York. By 1974, he was a member of the Home Office staff responsible for the marketing of all disability products and product design, and in 1979...
Luana began working in the financial services industry in 1969, primarily in the areas of insurance and qualified retirement plans.
Jeffrey is a Pension Consultant in our Employer Sponsored Retirement Plan Services Department.
Evan is a Financial Advisor in our Investments and Wealth Management Department.
Shawn Wooden turned to finance after a successful 9-year NFL career (1996-2004). The Notre Dame graduate and former captain has 14 years of experience in the financial services industry. He holds his FINRA Series 6, 7, 63, 65, 24 & 51...
Travis Ruane enters his eighth year in the financial services industry. Ruane is the VP of Barry University Alumni Board of Directors and serves in Nicklaus Children’s Young Ambassador Program. He holds his FINRA Series 6, 7, 66...
