Broker Check

Our Team

Our team is ready.

Randal Poirier, ChFC®, Financial Planner, Partner
Randal brings 20 years of experience and insight to every client interaction. A seasoned financial services professional, he successfully completed the rigorous CFP® Certification Curriculum from the American College. He also earned the comprehensive Chartered Financial Consultant (ChFC®) designation to offer you in-depth knowledge. He has been a member of the Million Dollar Round Table ten years in a row, assuring clients the highest standards of knowledge, ethics and service. Less than 1% of the world's financial professionals qualifies for and attains this distinction. In addition, Randal is a fourteen-time ACE Award recipient, one of the highest national honors from his brokerage firm, which demonstrates his commitment to excellent client service. He is also a six-time RI Five Star Wealth Manager Award winner, as recognized annually in RI Monthly magazine, from 2013-2018*.

He earned his B.S. in Business Administration from Bryant University and is dedicated to ongoing continuing education as a ChFC® designee. Randal enjoys giving back to the community as a supporter of the Robert Potter League for Animals, the Island Moving Company and other select Newport County non-profits. He lives in Little Compton with his wife and their two rescue dogs, Hamlet and Portia. He also enjoys sailing coastal New England waters and downhill skiing whenever he has a chance.

Jennifer E. Lemieux, Client Services Manager
Jennifer’s positive energy, outstanding communication skills and intuitive sensitivity help us meet and exceed client expectations. She focuses on putting our clients first while maintaining a high level of service and attention to detail. She handles all aspects of our client relationships, including operations and compliance. She is often your first point of contact and is available for our clients through every step of the financial planning process and beyond. For her, no question is too small.

Before joining our firm, she worked with Towerstream (TWER), a leading publicly traded Internet Services Provider in project management, supporting the Finance and Executive teams. She earned her B.A. from Eastern Connecticut State University in 2008. She lives in Newport, Rhode Island with her husband and son, and is an avid reader and animal lover who enjoys spending time with her family.

*The Five Star Award is a client services award issued by Five Star Professional, based on an overall evaluation score of a wealth manager that reflects an average of all respondents and may not be representative of any one client’s experience. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or the magazine.