If you’ve ever come into an unexpected windfall—maybe a bigger than expected tax refund or a much-anticipated inheritance—you probably know that feeling of giddiness. It’s an exciting feeling, thinking of all the things you can buy, maybe a new car or that kitchen remodel. The problem is, that feeling won’t last long. Ever heard of…
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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.
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.
Fun Facts About Me
When not managing client portfolios, Fred can be found relaxing with family and friends.
Fun Facts About Me
Fun Facts About Me
When not caring for her clients Cathy enjoys relaxing in her yard at home.
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.
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.
Fun Facts About Me
Loves spending time with 2 daughters and enjoys participating in 5k obstacle races throughout the year.
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.
Fun Facts About Me
Fun Facts About Me
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.
In his free time, Matt likes to hike, camp and travel with his wife Gina.
When not helping clients, Justin enjoys spending time with his wife and family while settling into his new home.
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.
When Rana is not helping clients with their financial needs, she spends her time with her family traveling, hiking and running.
In her free time, Krista can be found crafting or playing outdoors with her husband and son, curled up reading next to her beloved cat, "Berg", or cooking her favorite go-to meals.
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.
JP loves spending time with his niece and enjoys weekend trips to the cape during the summer.
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.
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