Our Team
Troy Zerveskes
Principal
James Dimos
Financial Advisor
James Dimos, CFP®, APMA®, CRPC®, CLTC is a Financial Advisor with Advisory Resource Group. James helps individuals, families and business owners better understand their current financial situation and define their future...
Rich Sentnor
Financial Advisor
Andrew Doughty, CFP®, CIMA
Paraplanner – Director of Research
Andrew T. Doughty, CFP®, CIMA® has nearly 10 years of experience supporting financial advisors. Andrew brings great knowledge and a thorough understanding of the financial services industry and provides technical support and...
Matt Eaton, CLU, ChFC, CFP®
Director of Case Development
Matt Eaton has more than 30 years of financial services experience. In his role as Director of Case Development, Matt assists our clients with estate and charitable planning, business succession planning, and executive benefits. Matt...