Nick Giacoumakis
President
New England Investment & Retirement Group, Inc
North Andover, MA
978-975-2559
​
Karen Carlin
Senior Wealth Strategy Associate
UBS Financial Services, Inc
Marblehead, MA
617-721-5860
​
Bill Keyser
Senior Vice President - Wealth Management
UBS Financial Services, Inc
Wellesley, MA
617-686-9424
​
Jack Wagner
Business Development Associate
Capstone Headwaters
Boston, MA
617-619-3321
jwagner@capstoneheadwaters.com
​
Sno Barry
Berry Dunn
Bangor, ME
207-991-5191
​
Ken Fischer
KMF Consulting Services
Osterville, MA
978-500-0595
kmfconsultingservices@gmail.com
​
Brian Trzcinski
Director, Business Market Development
MassMutual
Springfield, MA
413-744-2828
​
Michael Tulman
Principal
Michael M. Tulman CPA
Osterville, MA
508-428-5600
​
Erik Wheeler
First Vice President - Wealth Advisor
UBS Financial Services, Inc
Hopkinton, NH
603-494-0681
​
Brian Lynch
Wealth Advisor
UBS Financial Services, Inc
Sherborn, MA
508-212-5753
​
Joseph Cullen
Senior Vice President - Wealth Management
UBS Financial Services
Reading, MA
978-302-4162
​
Joseph Drier
UBS Financial Services, Inc
Whitman, MA
781-982-3631
​
Lauren Russo
Berkshire Money Management
Dalton, MA
413-997-2006
​
Seth Webber
Principal
Berry Dunn
Yarmouth, MA
207-541-2297
​
John Halloran
First Vice President - Wealth Management
UBS Financial Services, Inc
Peabody, MA
978-538-1453
​
Derek Mohamed
Managing Director
Merrill Lynch
Wellesley, MA
781-283-5671
​
Peter Asiaf
Capstone Headwaters
Boston, MA
617-619-3368
​
Eric Vidal
Branch Manager
UBS Financial Services, Inc
Needham Heights, MA
516-650-4171
​
Jay Pabian
Managing Partner
Pabian & Russell, LLC
Boston, MA
617-57-8182
​
Caitlin Roos
Private Client Advisor
Bank of America Private Bank
Needham,MA
617-283-3516
​
Thomas Hanlon
Branch Office Manager
UBS Financial Services, Inc
Peabody, MA
978-538-1407
​
Richard DeMarco
First Vice President - Wealth Management
UBS Financial Services, Inc
Kittery, ME
207-439-5393
​
Kenneth Railey
Assistant Market Head
UBS Financial Services, Inc
Cumberland, RI
617-439-8489
​
Andrew Sweetland
Director
UBS Financial Services, Inc
Boston, MA
617-439-8141
​
Lexie Bishop
Branch Office Manager
UBS Financial Services, Inc
Rockland, MA
617-872-0593
​
Timothy Hiscock
Vice President - Wealth Management
UBS Financial Services, Inc
Falmouth, ME
207-791-5551
​
Todd Ingwersen
Senior Wealth Management Advisor
Savior, LLC
Waltham, MA
617-699-8877
​
Brian Gormley
Senior Wealth Strategy Associate
Morgan Stanley
Boston, MA
716-861-2353
​
Paul Koeniger
Vice President
Capstone Partners
Boston, MA
617-619-3363
pkoeniger@capstoneheadwaters.com
​
Rachel Holbrook
Financial Advisor
UBS Financial Services, Inc
Boston, MA
617-439-8117
​
William Shad
Director
UBS Financial Services, Inc
Chestnut Hill, MA
917-825-2569
​
Jonathan Penta
Managing Director
Penta Wealth Management
Waltham, MA
781-996-5110
​
Kaitlyn Carlson
Founder & CEO
Theory Planning Partners
Marblehead, MA
617-872-2790
kaitlyn.carlson@theoryplanning.com
​
Ronald Lotti
Founder & Lead Advisor
Apollo Financial Group, LLC
Hudson, NH
603-318-9320
​
Cameron Scott
Manager
BerryDunn
Cape Elizabeth, ME
207-842-8179
​
Justin Makso
Senior Vice President, Financial Planning
First Republic Bank
Woburn, MA
781-640-4854
​
Steven Tenney
Chief Executive Officer
Great Diamond Partners
Portland, ME
207-274-2506
stenney@greatdiamondpartners.com
​
Allen Harris
CEO
Berkshire Money Management
Dalton, MA
413-997-2006
​
Joseph Dieterle
Branch Manager
UBS Financial Services, Inc
Portland, ME
207-791-5524
​
William Jarry
Senior Director
BNY Mellon
Newton, MA
617-285-5002
​