Jeffrey Rancourt

President

Mr. Rancourt has spent his 20-year career with leading national insurance brands. His passion and talent for sales has helped to redefine and improve the insurance industry for Registered Investment Advisors, and their clients. As a fund counselor, colleague and long-time investor, Mr. Rancourt has directly contributed to the growth of our insurance dedicated fund offering. Mr. Rancourt holds his Series 6 and 63, Chartered Mutual Fund Counselor (CMFC) designation, along with Life & Health Insurance Licenses.