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Tech Tools & Life Hacks

10 Ways to Find More Money in Your Budget

August 21, 2018 by Katie E. Moore, CDFA®

Finding yourself breaking even each month? Don’t have enough cash to handle your bills, your regular spending, and all the important things you want to do in your life? There’s no sugarcoating it: that’s not a fun position to be in with your finances. But there’s also no reason to get down and discouraged because…

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Filed Under: Personal Finance, Tech Tools & Life Hacks

7 Tech Tips & Tools To Improve Your Life

June 21, 2018 by Katie E. Moore, CDFA®

Smartphones, 4G networks, and widely available wifi have put almost the entirety of human knowledge in our pockets. With all of this technology available at your fingertips, there are so many ways to utilize it within your daily life to make things easier. Here are a few quick tech tips to help you improve your…

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Filed Under: Tech Tools & Life Hacks

The 3 Biggest Money Mistakes Millennials Make (and How to Fix Them)

January 18, 2018 by Finivi

Did you know you’re primed for financial success when you’re in your 20s and 30s? It’s true! You’re in the best position to build and grow wealth because you have time on your side. Now is when you should start saving and investing a percentage of your income, to give your nest egg enough time…

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Filed Under: Personal Finance, Tech Tools & Life Hacks

11 Side Hustle Ideas To Make Extra Money In Your Spare Time

October 10, 2017 by Finivi

In today’s economy, it is not uncommon for a household to have at least two forms of income. Sometimes this is out of necessity; sometimes it is to get ahead financially. Regardless of why you want the extra income, it’s easier than ever to start a side gig with little or no initial investment. Here…

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Filed Under: Personal Finance, Tech Tools & Life Hacks

5 Hacks to Improve Your Credit Score

September 28, 2017 by Katie E. Moore, CDFA®

Your credit score is a three-digit number that determines a lot in your financial life. It can make the difference between getting the financing you need for major purchases, like a car or home. It can impact your ability to secure the apartment you want. And, perhaps most importantly, it determines how much actually borrowing…

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Filed Under: Personal Finance, Tech Tools & Life Hacks

Here’s a Good Way to Crush Your Student Loan Debt

September 21, 2017 by Finivi

Struggling with student loan debt? If so, you’re not alone. Collectively, borrowers in the US hold over $1.45 trillion in student loan balances. No matter how much student loan debt you carry, it likely feels like too much. This burden can prevent you from using your money toward important financial goals or life milestones, like…

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Filed Under: Personal Finance, Tech Tools & Life Hacks

4 Ideas to Make Extra Money to Fund Your Financial Goals

September 5, 2017 by Finivi

If someone offered you extra money right now, would you take it? Of course! We can always find a use for additional funds. The problem is, we tend to assume that we don’t have much control over how much money we make. After all, you can’t just wish your way into a higher paycheck. But…

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Filed Under: Personal Finance, Tech Tools & Life Hacks

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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.

  • Hometown: Chicago, IL
  • Birth Month & Year: November, 1964
  • Favorite Hobby: Goldmining in Nome, AK
  • Favorite Food: Steak at Charley’s Steakhouse in Orlando FL
  • Can't be interrupted when: Watching the Discovery Channel
  • Hidden Talent: Finish Carpenter
  • Something on bucket list: Obtain Helicopter Pilot License
  • Family Pet: Goldfish

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 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

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 United States looking for new haunted places to explore. She loves to wear 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

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 visits to 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

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.

  • Hometown: Melrose, MA
  • Birth Month & Year: September, 1959
  • Favorite Hobby: Golf
  • Favorite Food: Anything at a Patriot’s Tailgate
  • Can't be interrupted when: Watching the Patriot’s Game
  • Hidden Talent: Competitive Volleyball Watcher (Mostly his 2 daughters)
  • Something on bucket list: Play a round of Golf at Pebble Beach
  • Family Pet: Bella, our Shih-poo
 

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