top of page
The Converse Team.jpg

YOUR ADVISORY TEAM

ConverseTeam-179.jpg
®
®
®
®
Wealth Manager, RJFS
Licensed Insurance Agent, K&A
  • Mike Converse The Converse Team
ConverseTeam-182.jpg
BRANDON CONVERSE, CRPS   , AIF   , CPFA
®
®
®
Financial Consultant, RJFS
Licensed Insurance Agent, K&A
  • Brandon Converse The Converse Team
ConverseTeam-229.jpg
ADAM EILERTCPFA
®
Financial Advisor, RJFS
Licensed Insurance Agent, K&A
  • Adam Eilert The Converse Team
ConverseTeam-225.jpg
CHRIS HELMICK
Financial Advisor
  • Chris Helmick - LinkedIn
Dan Topping - The Converse Team.jpg
DAN TOPPING
Financial Advisor
  • Dan Topping - The Converse Team - LinkedIn
ConverseTeam-203.jpg
RENEE SKINNER
Senior Account Administrator
ConverseTeam-195.jpg
ERIKA FARNEY
Account Administrator
  • Erika Farney The Converse Team
Harmony Vaga - The Converse Team.jpg
HARMONY VAGA
Account Administrator
  • Harmony Vaga - The Converse Team - LinkedIn
ConverseTeam-249.jpg
ISABELLA HOHL
Marketing & Project Manager
  • Isabella Hohl - The Converse Team - LinkedIn
ConverseTeam-222.jpg
TICIA BENNETT
Retirement Plan Coordinator
  • Ticia Bennet, QKA - The Converse Team - LinkedIn
Robin Deiter - The Converse Team.png
ROBIN DEITER
Retirement Plan Consultant
  • Robin Deiter - The Converse Team - LinkedIn
Lauren McLaughlin - The Converse Team
LAUREN EDDY
Office Administrator
  • Lauren McLaughlin - The Converse Team - LinkedIn
Tara Converse - The Converse Team.jpeg
TARA CONVERSE
Creative Director of Building Designs, Events & Community Engagement
  • Tara Converse - The Converse Team - LinkedIn
The Converse Team Logo - White Horizontal
SUBSCRIBE TO OUR NEWSLETTER

Thanks for submitting!

Consulting and Financial Planning Services offered through Converse Team Financial Services, LLC. Converse Financial Advisory, Inc., Converse Team Financial Services, LLC, and The Converse Team are not registered broker/dealers and are independent of Raymond James Financial Services. Investment Advisory Services are offered through Converse Team Financial Services, LLC and Raymond James Financial Services Advisors, Inc. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

 

Links are being provided for informational purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Please click the links for the Privacy NoticeLegal Disclosure and Form CRS for Converse Team Financial Services, LLC.

bottom of page