Skip to content
Linkedin-in
Client Portals
FLP Client Login
Schwab Login
Fidelity Login
eMoney Login
Client Portals
FLP Client Login
Schwab Login
Fidelity Login
eMoney Login
About Us
Our Team
Awards & Rankings
Careers
Individuals & Families
Institutions
Investment Advisory & OCIO
Investment Management
Wealth Managers & MFOs
Family Offices
News & Insights
News
Insights
Market Outlook
Events & Webinars
Contact Us
About Us
Our Team
Awards & Rankings
Careers
Individuals & Families
Institutions
Investment Advisory & OCIO
Investment Management
Wealth Managers & MFOs
Family Offices
News & Insights
News
Insights
Market Outlook
Events & Webinars
Contact Us
Home
ยป
Our Team
Our Team
Schedule a Consultation
Search
Popular Keywords
Categories
Total
Results
No Record Found
View All Results
Filtered (8)
Filters
Reset all
×
Wolfeboro, NH
×
8
team members found
Office Location
Select Location
Amherst, NY (9)
Boston, MA (6)
Kalamazoo, MI (6)
Lynnfield, MA (HQ) (28)
Mashpee, MA (4)
Needham, MA (21)
New York, NY (25)
Portland, ME (17)
Portsmouth, NH (14)
Providence, RI (13)
Reston, VA (11)
Wolfeboro, NH (8)
Job Function
Select Job Function
Private Client Group (7)
Administration & Support (1)
Show
(
8
)
Cancel
Kristen Madden, CMFCยฎ
Principal, Managing Director of Client Experience, Managing Director of New Hampshire, Private Client Advisor
Greg Evans, CEP, CFPยฎ
Principal, Private Client Advisor
Landon Fritch, CFPยฎ
Principal, Private Client Advisor
Thomas Goodwin, CFPยฎ, EA, GFP Fellow
Principal, Private Client Advisor
Susan MacMichael John, CFPยฎ
Principal, Private Client Advisor
Valerie Brown, FPQPยฎ, CFEdยฎ
Client Account Administrator, Paraplanner
Jennifer Murphy
Client Account Administrator
Susan Zelek
Administrative Assistant
About Us
Our Team
Awards & Rankings
Careers
Individuals & Families
Institutions
Investment Advisory & OCIO
Investment Management
Wealth Managers & MFOs
Family Offices
News & Insights
News
Insights
Market Outlook
Events & Webinars
Contact Us
Client Portals
FLP Client Login
Schwab Login
Fidelity Login
eMoney Login
Client Portals
FLP Client Login
Schwab Login
Fidelity Login
eMoney Login
Linkedin-in
Youtube