What We Do

We show you what’s possible in your life that goes way beyond money and investing.

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Planning | Investing | Advice

On the surface, it may appear we are just like any other advisory firm that’s offering you a team of smart people who can help manage your money and provide you financial advice. But when you dig a little deeper.... you will find our approach refreshingly different. While many firms overcomplicate the investment and planning process to seemingly “justify” the fee they charge, or why they sold you that costly financial product, we take the opposite approach.

We focus on helping you make smarter financial and investing decisions – not on selling you financial products or offering complicated advice. Clarity, simplicity, and transparency are at the heart of everything we do.


We offer clear and simple advice specific to your needs and comfort level. As organization helps to bring clarity, we create for you a personalized secure website, updated daily, that provides a holistic view of your financial life.

We believe that when you understand and embrace your full financial picture it allows you to make smart choices without fear or confusion.


Simplicity doesn’t mean cookie cutter. It means the advice we give is highly personalized, clear and concise. No 100-page binders full of charts and financial definitions, only clear options that are easy to understand and implement.

Simplicity also applies to how we manage money. No complex, overdone investment portfolios. Just smart, simple and cost-effective investment strategies.


As fiduciaries and an independent, fee-based firm our interests are properly aligned with yours. No hidden agendas. No sales quotas to meet. Just unbiased advice and intellectual honesty. Your success equals our success.

We hate hidden fees and believe that you should know exactly what services you are getting for the fees you pay.

Our Services

We offer personalized investment management, holistic financial planning, ongoing financial guidance, estate planning, retirement income planning, bitcoin & cryptocurrency consulting, divorce financial planning, and thematic investment strategies.

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.

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