With more than 24 years of experience, I co-founded North Pointe Wealth Management in 2001 with the goal of providing comprehensive investment solutions that help clients grow and protect their wealth. I am licensed to do business in California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Massachusetts, Michigan, New Hampshire, New Jersey, New York, Ohio, Oregon, Pennsylvania, Rhode Island and Virginia.
Prior to founding North Pointe, I worked for Paine Webber, Raymond James and First Union Securities. Currently, I serve as the director of Berkshire Bancorp and the director of Forum Health Insurance Limited, as well as a trustee of The Nativity School of Worcester. I received my bachelor’s degree from Colgate University and live in Paxton, Massachusetts with my wife, Jodi, and our two sons, Jay and Matthew.
I’ve been an investment professional for more than 30 years, beginning my career as a personal financial planner at Ameriprise Financial in 1987. I later moved on to become an investment advisor at Paine Webber and an equity services coordinator at Metropolitan Life before serving as the vice president of investments at First Union Securities.
I co-founded North Pointe Investment Partners in 2001 with the goal of providing our clients with the best service our industry has to offer. With my extensive insurance and investment experience, I am able to provide our clients with a comprehensive perspective to financial planning.
I am licensed to do business in the following states: Alaska, Arizona, California, Colorado, Connecticut, Washington, D.C., Florida, Maine, Massachusetts, Michigan, New Hampshire, North Carolina, Ohio, Rhode Island, Texas, Vermont and Virginia. Additionally, I am licensed in FINRA Series 7, 63 and 66, as well as insurance. My wife, Lisa, and I live in Douglas, Massachusetts with our three children: Emma, Elizabeth and Andrew.
I’ve provided professional investment advisory services to individuals and small businesses for over 30 years. My comprehensive approach to financial planning includes investment portfolio management, estate and protection planning and retirement and educational planning strategies.
I hold Series 66, 7 and 63 registrations, as well as life, health and variable annuities licenses. I am licensed to do business in Connecticut, Florida, Massachusetts, New Hampshire, New York, Pennsylvania, Rhode Island, South Carolina, Tennessee and Virginia. Before joining North Pointe, I was the senior vice president at Coburn & Meredith, Inc, senior vice president of investments at First Union Securities and president of Salisbury Investments.
Currently, I live in Whitinsville, MA with my wife, Janice, and our four children. When I’m not at work, I enjoy golfing, boating and spending time with my family. Before starting my career in finance, I graduated from Nichols College with a BSBA degree in finance.
I joined North Pointe Wealth Management in 2009 with over 14 years of experience in the financial services space. Before working at North Pointe, I was a financial advisor at Ameriprise Financial, where I attained my Chartered Retirement Planning Counselor (CRPC) designation through the College for Financial Planning; I am now licensed to do business in New Hampshire and Massachusetts.
I received my bachelor’s degree from Worcester State University and live in Auburn, MA with wife, Kim, and two daughters, Sophie and Rylie.
I’ve worked in the investment and financial services industry since 1985. I am licensed to do business in Arizona, California, Connecticut, District of Columbia, Florida, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Rhode Island, South Carolina and Vermont.
I graduated from Franklin Pierce College with a bachelor’s degree and continued on to Bentley College to further my business education. In 1985, I kicked off my career at Paine Webber, Inc. and nearly 10 years later, I became vice president of investments of AG Edwards & Sons, Inc. before joining the North Pointe Wealth Management team. Currently, I live in Worcester, MA with my two children, Max and Samantha.
I have been a financial advisor since 2004, working with AG Edwards in the beginning and then moving my client base to North Pointe Wealth Management in 2009. I am licensed to do business in Massachusetts, New Hampshire, New York and Florida.
I have a focus on widowed, divorced, retiring and asset building clients, however I also provide small businesses, non-profit organizations and high net worth clients with strategic investment portfolio services. I graduated from Northeastern University and live in Bolton, MA with my two sons.
I’ve worked as a financial advisor for over 25 years. I hold the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations and provide investment products and services, as well as fee-based advisory services to people who live in Arizona, Connecticut, Florida, Massachusetts and New Hampshire. Prior to joining North Pointe Wealth Management, I spent 10 years as a senior advisor at AspenCross Financial Group before founding my own firm, Whitetail Wealth Management, in 2009.
I am a National Association of Insurance and Financial Advisors member, as well as a current member and former president of the Society of Financial Service Professionals. Outside of work, I am an active outdoorsman and sports enthusiast. In my free time, you can find me spending time with my wife, Cheryl, and our two children, Danielle and Curtis.
My career began at PaineWebber in Weehawken, NJ and later on at Wall Street in New York City. I am licensed to do business in Connecticut, Florida, Massachusetts, New York and Ohio. As a Financial Advisor, I base my practice on producing effective investment programs that provide solutions for the various financial situations we find ourselves in throughout life.
I graduated from St. Michael's College and later went on to study public administration at the University of New Orleans. My wife, Trish, and I live on the eastern end of Long Island, New York, where we spend our spare time fishing, gardening and making frequent ferry trips back to the Worcester office.
I began working at North Pointe Wealth Management as an administrative assistant in 2004. I am currently the executive assistant to David Brunelle and Mark Quercio. I also manage our firm’s operations and compliance.
My extensive responsibilities include organizational, administrative and technical support for the office. I pride myself on providing exceptional customer service to our clients, placing the utmost importance on a streamlined experience by meeting client needs in a timely manner. I live in Holden, Massachusetts with my husband, Dave, and two children, Ella and Jake.
As a holistic financial advisor, I work with high net worth individuals and corporations, in addition to providing trust services. My approach to financial planning involves asset management, protection planning, estate planning and specific goal planning to develop sound financial recommendations. I am licensed to do business in Colorado, Florida, New York, Massachusetts and Rhode Island.
Prior to joining North Pointe Wealth Management, I was a financial advisor at Ameriprise Financial, where I obtained my Chartered Retirement Planning Counselor (CRPC) designation through the College for Financial Planning. While there, I also served as a coach for other financial professionals.
Outside of work, I am a Holy Cross Varsity Club member and enjoy volunteering at several charitable organizations in the Worcester area. I graduated from The College of the Holy Cross with a bachelor’s degree and currently live in Worcester, MA with my wife, Elaine, and son, Tom.
I joined North Pointe Wealth Management in 2013 and have taken on the responsibility of supporting our financial advisors as well as our clients, assisting with processing applications and account paperwork/maintenance, meeting scheduling, as well as daily business operations. I bring an extensive background in customer service and enjoy going the extra mile for our clients.
When I’m not at the office, I enjoy spending time with my family and two dogs, camping and cruising to new islands.