Helping clients find creative solutions to complex challenges and long-term financial goals is the primary focus of Steve's practice. He understands that every person and situation is unique and require tailored and highly personal solutions.
As a Financial Planner, Al works with individuals and small businesses that value a planning process when it comes to financial related decisions. He stresses to his clients the importance of creating a long-term investment allocation strategy before making individual investment decisions.
Matthew started his career in finance in 2000 after graduating from Providence College with a degree in business management/finance. He gained valuable product knowledge and increasing responsibility working as an associate financial representative, institutional sales associate and a junior trader.
Kristan’s tenure in the financial service industry began in 1996. Kristan held multiple positions such as Team Leader for the Life Insurance New Business Department at Allmerica Financial as well as an Administrative Assistant for a Management Team at VeraVest Financial.
Carla graduated from Suffolk University where she studied public relations and marketing. She began her career at the Liberty Hotel where she held a number of supervisory positions that highlighted her great attitude and tremendous work ethic.
The only use of an obstacle is to be overcome. All that an obstacle does with brave men is, not to frighten them, but to challenge them.
28th President of the United States
Give me six hours to chop down a tree and I will spend the first four sharpening the axe.
16th President of the United States
There are risks and costs to action. But they are far less than the long range risks of comfortable inaction.
John F. Kennedy
Nothing can stop the man with the right mental attitude from achieving his goal; nothing on earth can help the man with the wrong mental attitude.
3rd President of the United States
What lies behind you and what lies in front of you, pales in comparison to what lies inside of you.
Ralph Waldo Emerson
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Securities: The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: Arizona, California, Colorado, Connecticut, Florida, Louisiana, Maine, Massachusetts, Michigan, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, Rhode Island, and Texas