What to Expect

We'll help you gain confidence and control over your financial future.

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What to Expect at Finivi

From the moment you walk into our office or speak with one of our team members on the phone, you will feel the warm, genuine and caring attitude that comes from a highly-engaged team of individuals who are sincerely interested in getting to know you and understanding how we may help improve your life in some way. We truly care about our clients as much as we care for each other and take every step necessary to ensure the trust you place in us is never taken for granted.

How We Work with You

We take a team-based approach.

Although you will have a highly responsive, dedicated Financial Planner and/or Investment Advisor providing ongoing guidance and support, you are also served by a highly experienced team of professionals dedicated to providing highly personalized, responsive, and impeccable care to you and your family.

Each member of your team brings a distinct area of expertise and experience that collectively provides you with a highly collaborative and engaging team of professionals to help you confidently get to where you want to be.

We provide holistic planning.

We believe financial planning and investment management are intertwined, your investment goals and objectives perfectly aligned with your financial plans and desired lifestyle.

Holistic planning provides direction and meaning to your life. It allows you to understand how a financial decision you make affects other areas of your life. It also helps you adapt more easily to life changes and feel more secure that your financial and lifestyle goals are on track.

Once we understand your individual needs, we work to provide clear options that address every aspect of your financial future.

We stay in touch.

As a client, the number of review meetings you desire, and the way you prefer they are held, either in person, over the telephone, or through live video chats, is entirely up to you.

We want you to feel comfortable and confident in how your investments are being managed, your planning strategies are progressing, and what our thoughts are regarding the impact of things that may be happening in the world around you.

We also engage our clients frequently through personalized communications, social media, and a variety of interactive, educational workshops and webinars offered throughout the year.

We Leverage Technology to Work Collaboratively with You

We live in an amazing era of technology-driven transformation, that’s re-defining how we communicate and relate to one another, shop, entertain ourselves, and manage our busy lives. As a tech savvy firm, in addition to providing virtual financial and investment advice to clients nationwide, we continuously look for new Tech tools, Apps, and resources to introduce to our clients that can help them save money, time and improve their health and well-being.

We help you effortlessly manage your financial life

Being financially organized is one of the first step’s to developing a workable plan towards achieving your financial and lifestyle goals. To that end we create for you a Personalized Mobile Website that provides you with a consolidated view of your complete financial life, updated daily, and available to you 24/7 from your desktop, or mobile device.

The interactive site allows you to monitor your investment funds, track the progress towards the achievement of your goals, know your net worth, and if desired, manage and track your budgeting and spending habits. In addition, you can run “what if” scenarios on a variety of planning strategies, and work collaboratively with your advisor, remotely, in real time, to adjust your plans as your life unfolds, or circumstances change.

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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.

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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