Upcoming Educational Workshops and Webinars

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