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For Attorneys, CPAs, Tax Professionals & Financial Advisors

What Estate Planning Attorneys Need to Know About Cryptocurrencies

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Matthew Mellon, a cryptocurrency multimillionaire, died unexpectedly in April at age 54. When he did, he took $500 million in Ripple (XRP) with him because he didn’t leave anyone the codes to his cold wallets. There is no central party Mellon’s heirs can approach to recover his holdings. No account statements they can use to…

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Investors Want Professional Advice on Cryptocurrencies

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The new and aspiring Bitcoin and cryptocurrency millionaires want help from financial advisors and wealth managers. In particular, more than 70% of millionaires younger than 40 want this kind of advice, according to research by Capgemini, a French consulting firm. High-net-worth individuals are most interested in holding cryptocurrencies, the survey finds, because of the potential for outsized…

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3 Reasons Why Financial Advisors May be Ignoring Cryptocurrency at Their Own Peril

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Why aren’t more financial advisors taking the time to truly understand bitcoin and other cryptocurrencies or the blockchain technology they are built on? Advisors might be dismissing bitcoin as a fad or are intimidated by trying to understand the technology behind it.  And they might not realize how much that technology — the blockchain —…

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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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