Sharon A. Burt

Sharon A. Burt has only been with OneAmerica Retirement Services LLC for one year, but she has already carved out a place for herself within the company. As the Manager of Consulting Services for this financial planning organization, Ms. Burt is astute when it comes to overseeing the ERISA compliance unit, handling the legal documents for retirement plans, reporting finances to the government and consulting … Continue reading Sharon A. Burt

Claire C. Faulkner

A skilled communicator with nearly two decades of invaluable industry experience, Claire C. Faulkner offers unmatched customer service as an agent with State Farm. With a true love for serving her clients, she takes pride in providing options that suit their personal needs, and advising them on the agency’s newest programs and products in the areas of life, retirement, property and casualty insurance. A member … Continue reading Claire C. Faulkner

Nathaly Gagnon

Nathaly Gagnon is a financial planner at Investors Group Securities Inc., a financial planning company that offers clients services regarding investments, financial planning, stocks, mutual funds and bonds, as well as insurance. Since joining the company in 1997, Dr. Gagnon has established herself as an integral member of the organization. Her responsibilities include creating comprehensive financial plans based on a client’s values while taking into … Continue reading Nathaly Gagnon