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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.

DIY Divorce: Is It Worthwhile?

You know the divorce process is hard. You know it’s expensive to hire an attorney. Is it possible — or desirable – to do it all yourself, without legal assistance? Like most legal questions, the answer is … it depends. Here are some pros and cons of a DIY divorce without a lawyer’s expert legal…

Financial Planning Tips for New Business Owners

With a financial plan, you can organize your money in a way that reduces stress and builds success. In your personal finances, it acts as the financial roadmap to your long-term financial goals. As an entrepreneur, your plan is there to direct your business growth for long-term viability. Financial planning becomes much more complex if…

The Dangers of Centralized Social Media

But for all the good we’ve achieved, the web has evolved into an engine of inequity and division; swayed by powerful forces who use it for their own agendas. -Tim Berners-Lee Social media has become a huge part of our lives. We turn to it to form groups, foster relationships, and keep in touch with long-distance…

5 Ways to Organize Your Finances Before Divorce

If a divorce is looming in your future, you’ll find you have a lot of things to take care of, but your finances should be front and center. Here are 5 ways to get your finances in order before a divorce. 1. Sit down with a Fee-Only Financial Planner, preferably a Certified Divorce Financial Analyst…

Self-Sovereign Identity: Own, Manage, and Control Your Identity

You buy a bottle of wine at the grocery store and the cashier asks to see your ID. Your ID has your birth date, which lets the cashier confirm that you’re over 21. But they also see your driver’s license number, address, and whatever other personal details that document contains. Many of us don’t want…

17 Tax Savings Tips for Small Business Owners

Small business owners know how stressful it is when tax season comes around. This year, don’t wait until the last minute. Start now to get your business records organized in time to prepare your tax return. The tips below can help you get more organized, save on tax preparation costs, and potentially lower your overall…

10 Ways to Help Kids Deal With Divorce

Divorce is an earth-shattering experience for any couple to go through. In some ways, though, it’s worse for their kids because they were not a part of the decision for the breakup. Parents often try to stay together for the sake of the kids even when the marriage clearly isn’t working. Finally, they admit that…

How Interns Accelerate the Growth of Your Business

Growing your business means investing in key staff. Before you jump into the hiring process, you may want to consider hiring an intern to strengthen your team. With 75% of college students graduating with at least one internship, the intern talent pool has never been better. Whether they’re pursuing a degree or fresh out of…

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.

Jay Willwerth, ChFC

Fun Facts About Me

Jay’s days are spent helping clients achieve their financial goals, followed by nights and weekends typically watching his daughters play competitive volleyball.

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.

Frederick M. Lane, ChFC, CASL

Fun Facts About Me

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

Catherine Utley

Fun Facts About Me

Catherine M. Gareri

Fun Facts About Me

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

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.

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.

Hesper Duval

Fun Facts About Me

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

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.

Anne Whitney

Fun Facts About Me

Steve Taylor

Fun Facts About Me

Sarah Kupec


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.

Kieran Lavery

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