Our Team

Daniel T. Campbell

Daniel T. Campbell earned his Business Management degree from Franklin Pierce University of N.H. He currently holds his Series 7, Series 63, Property & Casualty, Life, and Health licenses.   Daniel has over 20 years of industry experience.

Jeffrey T. Farrell CRPC®

Chartered Retirement Planning Counselor

Jeffrey T. Farrell currently holds his Series 7, Series 63, Series 65, Life, and Health licenses.   Jeffrey graduated from Florida Metropolitan University and  has over 17 years of industry experience.   Jeffrey has also earned the following credential; CRPC® (Chartered Retirement Planning Counselor).

Peter F. Forbes

Peter F. Forbes graduated with a BA Degree in Economics from East Stroudsburg University. He began his career in the financial industry in 1994 with Smith Barney where he obtained his Series 7, Series 63, Series 65, as well as his Life license.