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Office Staff

Janice Delory spent most of her career in the financial services industry.  She began managing a sales desk of over 60 people at Putnam Investments in Boston working with financial professionals across the United States that were interested in Putnam’s investment products.  She was then promoted to Vice President working exclusively with Edward D. Jones, Putnam’s largest account at that time.

She was recruited to Fidelity Investments and became Vice President and Market Manager for the Bank division and was able to help triple the assets under management during her tenure.  She had increasingly responsible positions at Fidelity including managing the launch of a new group of funds called the Focus Funds, the largest ever launch in the Fidelity Advisor family of funds.  She also was Senior Vice President of Marketing at Fidelity Japan where she developed their marketing plan during her two year assignment.

Janice took a break from the financial world and became Chief of Staff to the Mayor of Somerville.  She was raised in Somerville and enjoyed being in a position to give back to her community. She now lives in West Harwich with her husband Leo after spending vacations here for the past 30 years.  She received her B.A in Political Science from Tufts University.

Dawn Feest has worked for our firm since 2007 as an administrative assistant.  Recently she was promoted to the position of Executive Assistant as a insurance licensed professional who works out of our North Carolina Office in Cornelius.  She is well versed in all types of annuities especially fixed indexed annuities.

Dawn is also a professional ice skater who has and continues to perform all over the United States.  While not in our office, she performs in a variety of skating competitions as well as instructing younger students in the art of competitive skating.

Dawn lives with her dog Reese in Mt. Holly. NC.

FEATURED ARTICLES

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Educate Yourself

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Two

Understand the Basics

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Who's who in a Fixed Index Annuity

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Understand the Benefits

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Tax Deferral

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Indexed Interest Potential

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Protection Benefits

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