Life is too short to work with
people who aren’t rockstars

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Join Our Team

Our success is due to the great people we hire and the values that guide us. We attract and retain not just some of the brightest thinkers and creative minds in the industry, but high achievers and doers who thrive in our “can-do” culture.

What it’s Like to Work Here
We have an inclusive environment that offers professional and intellectual challenges, which stimulates innovation and creativity, and that rewards success and effective teamwork. Character, competence, and commitment shape the foundation of our professional staff… not to mention a relaxed, genuine, and caring attitude.

Constant Evolution
As the world continues to change, so do we. We’re not hindered by legacy technologies, slow-moving corporate boards, or outdated thinking. We seek continuous improvement both individually and as a company.

We Rock What We Do
We show our client’s what’s possible in their lives by making smarter financial and investment choices and showing them how to leverage the latest tech tools, resources, and Apps to help live their best life. Working here is rewarding on many levels. We come to work each day inspired by the immeasurable impact we have on so many peoples lives, and by truly rocking what we do, and how we do it.

What Traits We Look For
In addition to the traits above, we look for educational and professional backgrounds in business, finance, investment management, law, and accounting. Candidacy for, a willingness to obtain, or completion of professional designations and degrees such as an MBA in finance, or business, and a JD, CFA, CPA, or CFP® Certificant are preferred. The primary career paths in our firm are:

  • Staff Financial Planner (CFP®)
  • Financial Advisor
  • Operations & Client Service
  • Investment Management & Research (CFA)
  • Marketing

Open Positions:
Financial Advisor Trainee
You’re bright, confident, intellectually curious, quick-thinking, a great problem solver, and – equally important – fun to be around. You know you’re amazing. We are too. Let’s chat so we can explore becoming even more amazing together.

Apply Now>>

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.

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

Matthew Cleary

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

Justin Giuliano

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

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.

Rana Choubah

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

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.  

John "JP" Bisceglia

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

Where Should We Send Them?

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