Broker Check

Advisors

Kristin A. Nordahl, CFP®, CLU®

Kristin A. Nordahl, CFP®, CLU®

Financial Planner

978.689.7557

978.689.7667

Rob C. Burns, Jr. CFP®, CLU®, ChFC®

Rob C. Burns, Jr. CFP®, CLU®, ChFC®

Financial Planner

603.394.7880

Core Service Team

Joanne Lafreniere

Joanne Lafreniere

Executive Assistant

978.689.7557

Cindy Russell

Cindy Russell

Marketing & Office Manager

978.689.7557

Resources

Abigale Shields

Abigale Shields

Director of Financial Planning

617.585.4518

Caitlin A. DeSoye, JD*

Caitlin A. DeSoye, JD*

Financial Planning Specialist

617.653.6111

Michael Aruta

Michael Aruta

PFV Paraplanner

617.585.4569

Peter Barker

Peter Barker

Case Consultant/Paraplanner

617.239.8089

Angela Monquin

Angela Monquin

Paraplanner

617.239.8049

Specialists

Herbert K. Daroff, J.D.*, CFP, AEP

Herbert K. Daroff, J.D.*, CFP, AEP

Agency Director – Advanced Markets

617.585.4502

David Grebber, JD*, LLM, LUTCF

David Grebber, JD*, LLM, LUTCF

Agency Director – Advanced Markets

617.585.4561

Mark McManus

Mark McManus

Senior Vice President