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Get Started with Our Recent Articles:

Managing your money and making a solid financial plan isn't easy. Our team consistently publishes new articles to help you along your financial journey.

How to Tap Your 401(k) or IRA Penalty-Free Under the CARES ACT

The Coronavirus Aid, Relief, and Economic Security Act” or “CARES Act” changed the rules regarding retirement plan withdrawals and tax penalties for 2020. Here’s how the new law, also called the coronavirus stimulus package or H.R.748, could let you tap your retirement savings if needed. Retirement plan distributions: Up to $100,000 penalty-free Normally, distributions from…

How and when will I receive my stimulus check?

One of the key features of The Coronavirus Aid, Recovery, and Economic Security (CARES) Act, the most significant relief package in history, are direct payments to a majority of U.S. taxpayers and their families. Here’s what you need to know about how much your “economic impact payment,” will be and how and when you might…

Create a College List: Find the Right School at the Right Price    

Picking a college for your university-bound high schooler is an exciting—and intimidating—process. There are so many choices! You and your child want to choose a school that helps meet his or her needs and goals. And then there’s the significant cost of a college education. It is essential that you select a school that fits…

Does Where You Go to College Really Matter?

With more than 4,000 degree-granting institutions in the United States, choosing a college can be agonizing for parents and students alike. The pressure to choose the right school among all these options, then get accepted and figure out how to pay for it, can be intense. But does it need to be? Why not just…

Your 9-Step Plan to Cut Education Costs & Pay for College

For many parents, the cost of college elicits intense sticker shock. A private four-year college runs at nearly $37,000 per year for tuition and fees alone. So it’s no surprise that even new parents wonder how they’ll pay for college or save enough to cover the expense. But it can be done. With the right strategy, you can…

Debt Snowball vs. Debt Avalanche: Which is Better?

When you’re juggling multiple debts — as most people are — it can be challenging to know where to focus. Fortunately, a debt repayment method lets you deal with one piece of that puzzle at a time. It gives you a precise blueprint for repaying your debt in one of two ways. The debt snowball…

How to Teach Young Kids About Money

If you don’t teach your kids about money, who will? Maybe no one, or maybe a lender that wants them to take on debt. Only 58% of over 40,000 participants have passed the 30-question National Financial Capability Test from the independent National Financial Educators Council. The average score on questions about earning, saving, and growing…

The Top 10 Estate Planning Mistakes to Avoid

Many people feel estate planning is just for the wealthy, or they have plenty of time before they need to worry about it.  Maybe it’s the term “Estate Planning” that scares people off. It shouldn’t.  Generally speaking, estate planning is simply being certain when you die, your assets get to who you want to get…

Eric C. Jansen, ChFC

Fun Facts About Me

When he is not researching the next great stock to add to client portfolios, you can find him travelling frequently with his family to Jackson Hole Wyoming.

Steven C. Johnson, ChFC

Fun Facts About Me

Steve would tell you that one of the best parts of the day is spent talking to clients and relationships that result from it. When away from the office, he loves to travel the back roads of New England enjoying all the great sites that can be found off the beaten path.

  • Hometown: Townsend, MA
  • Birth Month & Year: December, 1967
  • Favorite Hobby: Playing Hockey
  • Favorite Food: Chicken Caesar Salad
  • Can't be interrupted when: Watching the Bruins
  • Hidden Talent: Cooking – Makes a great Thanksgiving turkey
  • Something on bucket list: Travel to Italy and Greece
  • Family Pet: Max – our Pomeranian

Frederick M. Lane, ChFC, CASL

Fun Facts About Me

When not managing client portfolios, Fred can be found relaxing with family and friends.

  • Hometown: Nutley, NJ
  • Birth Month & Year: July, 1954
  • Favorite Hobby: Dog Walking
  • Favorite Food: Italian
  • Can't be interrupted when: Listening to Pink Floyd
  • Hidden Talent: Landscaping
  • Something on bucket list: Space Flight - Tourism
  • Family Pet: None

Catherine Utley

Fun Facts About Me

  • Hometown: Huntington Beach, CA
  • Birth Month & Year: February 1977
  • Favorite Hobby: Anything that gets me outdoors exploring nature
  • Favorite Food: Anything Mexican
  • Can't be interrupted when: Drinking first cup of coffee for the day
  • Hidden Talent: Putting together complicated puzzles
  • Something on bucket list: Over the water bungalow in Fiji
  • Family Pet: Currently between pets. Previous owner of 2 adorable pugs

Catherine M. Gareri

Fun Facts About Me

When not caring for her clients Cathy enjoys relaxing in her yard at home.

  • Hometown: Bellingham, MA
  • Birth Month & Year: July, 1957
  • Favorite Hobby: Cooking and Entertaining
  • Favorite Food: Steak at the Capital Grille
  • Can't be interrupted when: It's family time
  • Hidden Talent: Dog Whisperer
  • Something on bucket list: Spending a couple months on the Almalfi Coast
  • Family Pet: In Between Mastiffs now so a little blue fish “Willy”

Katie E. Moore, CLTC

Fun Facts About Me

When Katie is not busy taking care of her clients, she spends her time being a mom to her two little ones, Owen and Isla.

  • Hometown: Modesto, CA
  • Birth Month & Year: September, 1982
  • Favorite Hobby: Swimming
  • Favorite Food: Mexican Food
  • Can't be interrupted when: I'm cooking
  • Hidden Talent: Climbed Yosemite's Half Dome, twice - no fear :)
  • Something on bucket list: See the Northern Lights and Potty Train my 2 year old
  • Family Pet: Caddy and Sierra – our two cats

Herbert Kyles

Fun Facts About Me

When Herbert isn't reviewing your portfolio or assisting you with your financial well-being you can probably find him relaxing with friends.

  • Hometown: Overland Park, KS
  • Birth Month & Year: November, 1989
  • Favorite Hobby: Hockey, Golf & Cooking
  • Favorite Food: Chipotle
  • Can't be interrupted when: Studying
  • Hidden Talent: Fluent in French
  • Something on bucket list: Demolition Derby
  • Family Pet: None

Hesper Duval

Fun Facts About Me

Loves spending time with 2 daughters and enjoys participating in 5k obstacle races throughout the year.

  • Hometown: Charlton, MA
  • Birth Month & Year: October, 1981
  • Favorite Hobby: Running
  • Favorite Food: Cheesecake
  • Can't be interrupted when: Reading a good book
  • Hidden Talent: Interior Design and furniture restoration
  • Something on bucket list: To travel cross-country in an RV
  • Family Pet: Charlie and Nora, both black labs from the same litter

Donna Fournier

Fun Facts About Me

When not cheering for the Patriots Donna spends her free time travelling throughout the U.S. looking for new haunted places to explore. She loves wearing her cowboy hat and boots when travelling out west.

  • Hometown: Swansea, MA
  • Birth Month & Year: February, 1961
  • Favorite Hobby: Exploring haunted locations
  • Favorite Food: Pizza
  • Can't be interrupted when: Eating my pizza
  • Hidden Talent: Rollerblading
  • Something on bucket list: Travel to Australia
  • Family Pet:  Had a pet skunk

Anne Whitney

Fun Facts About Me

  • Hometown: Jaffrey, NH
  • Birth Month & Year: September 1988
  • Favorite Hobby: Drawing and painting
  • Favorite Food: Anything spicy!
  • Can't be interrupted when: Reading a good book
  • Hidden Talent: Expert calligrapher
  • Something on bucket list: Go to San Diego Comic Con
  • Family Pet: Most recently, a rescued beagle named Max

Steve Taylor

Fun Facts About Me

  • Hometown: Franklin, MA
  • Birth Month & Year: May 1975
  • Favorite Hobby: Golf
  • Favorite Food: Pizza
  • Can’t be interrupted when: Spending time with my family
  • Hidden Talent: Juggling
  • Something on bucket list: Play golf at Pebble Beach
  • Family Pet: none

Sarah Kupec

 

  • Hometown: Wyckoff, NJ
  • Birth Month & Year: November, 1992
  • Favorite Hobby: Hiking
  • Favorite Food: Chipotle
  • Can't be interrupted when: Watching LSU football. Geaux Tigers!
  • Hidden Talent: Chalkboard art
  • Something on bucket list: Travel to Germany
  • Family Pet: Max, a 14-year-old Westie

Cathy Hession

Fun Facts About Me

When away from the office, Cathy enjoys working out and participating in the 26.2 mile Jimmy Fund Marathon Walk each September.

  • Hometown: Hanover, MA
  • Birth Month & Year: May, 1964
  • Favorite Hobby: Travel & hiking
  • Favorite Food: Danny's Homemade Sauce
  • Can't be interrupted when: Watching Katie ride
  • Hidden Talent: Equestrian photographer
  • Something on bucket list: Spend a month in Monterosso Al Mare w my family
  • Family Pet: Sassy, our Australian terrier

Kieran Lavery

  • Hometown: Bedford, NH
  • Birth Month & Year: November, 1989
  • Favorite Hobby: Playing tennis and softball
  • Favorite Food: Tex-Mex
  • Can't be interrupted when: Watching college basketball
  • Hidden Talent: Can solve a Rubik's cube in under 2 minutes
  • Something on bucket list: Attend Oktoberfest

Matthew Cleary

In his free time, Matt likes to hike, camp and travel with his wife Gina.

  • Hometown: Farmington, Maine
  • Birth Month & Year: March 1986
  • Favorite Hobby: Hiking
  • Favorite Food: Lasagna
  • Can't be interrupted when: Watching the Celtics
  • Hidden Talent: Water skiing
  • Something on bucket list: Traveling to Greece
  • Family Pet: Aspiring British Bulldog owner

Justin Giuliano

When not helping clients, Justin enjoys spending time with his wife and family while settling into his new home.

  • Hometown: Wethersfield, CT
  • Birth Month & Year: July 1988
  • Favorite Hobby: Exploring new destinations with my wife
  • Favorite Food: Frutti di Mare
  • Can’t be interrupted when: Grilling
  • Hidden Talent: A unique inability to sit still
  • Something on bucket list: Traveling to Europe

Nicole LeGuern

In Nicole’s spare time, she enjoys outdoor activities with her four kids such as sports, hiking, boating and fishing. She also loves to volunteer her time in helping organizations fundraise such as the American Diabetes Association.

  • Hometown: Shrewsbury, MA
  • Birth Month & Year: February,1983
  • Favorite Hobby: Fishing
  • Favorite Food: New Haven style Pizza
  • Can't be interrupted when: Cooking
  • Hidden Talent: Can change a tire in under 5 minutes
  • Something on bucket list: Visit Hawaii and Bora Bora
  • Family Pet: Petey, Our old man Chihuahua

Rana Choubah

When Rana is not helping clients with their financial needs, she spends her time with her family traveling, hiking and running.

  • Hometown: Beirut, Lebanon
  • Birth Month & Year: October 1967
  • Favorite Hobby: Running
  • Favorite Food: Pizza
  • Can't be interrupted when: Reading a good book
  • Hidden Talent: Construction and home repair
  • Something on bucket list: Complete a triathlon
  • Family Pet: Two sweet cats, Macy and Maya

Jaclyn Stickney

  • Hometown: Lunenburg MA
  • Birth Month & Year:  October,  1978
  • Favorite Hobby: Hiking & Camping
  • Favorite Food: steak & ice cream
  • Can't be interrupted when: reading 
  • Hidden Talent: fiddling with cars
  • Something on bucket list: African Safari
  • Family Pet: None

Danielle Drew

When Danielle does not have her head in a book studying to expanding her financial planning knowledge, she enjoys anything active and outdoors, including the beach and hiking.  

  • Hometown: Dennis, MA
  • Birth Month & Year: November, 1985
  • Favorite Hobby: Working out, concerts, and exploring wineries
  • Favorite Food: Lobster pot pie, cheeseburgers, BBQ, the list goes on...
  • Can't be interrupted when: Working out 
  • Hidden Talent: Country line dancing
  • Something on bucket list: To hike the 48, 4000 footers of New Hampshire
  • Family Pet: none, hopefully a big dog someday

John "JP" Bisceglia

JP loves spending time with his niece and enjoys weekend trips to the cape during the summer.

  • Hometown: Shrewsbury, MA
  • Birth Month & Year: October 13th 1993
  • Favorite Hobby: Fishing with friends and family
  • Favorite Food: Pasta Alleluia
  • Can't be interrupted when: Hiking Wachusett Mountain with the pup
  • Hidden Talent: Navigating and driving boats
  • Something on bucket list: Helicopter snowboarding in Japan.
  • Family Pet: Alaskan companion noble dog

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