OUR STAFF

Meet the Team

Our amazing team delivers amazing results…

We have a can-do attitude backed up by more than 20 years experience delivering financial advice and guidance to our local and International clients. 

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Richard Behan

Managing Director

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Neal Caldwell

Investment, Pension and Protection Adviser

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Leanne Doyle

General Insurance
Specialist

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Kathy McDade

Senior Protection Paraplanner

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Gerald Kelly

Mortgage and Protection Adviser

Eoin Breen

Adam Rosevear

Investment and Pension Administrator

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Michael Kakuru

Pension & Investment Paraplanner

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James Monaghan

Protection Adviser