Investment Management Services
If you don’t teach your kids about money, who will? Maybe no one, or maybe a lender that wants them to take on debt. Only 58% of over 40,000 participants have passed the 30-question National Financial Capability Test from the independent National Financial Educators Council. The average score on questions about earning, saving, and growing…
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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
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
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.
In her free time, Krista can be found crafting, cooking, spending time outdoors with her family, or curled up reading next to her beloved pets.
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.
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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