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. After a brief stint working at Raymond James, she joined the team in 2014 and has proven herself to be a valuable asset who is capable of taking on tasks with additional responsibility and complexity. She currently lives in Waltham with her boyfriend Chris and dreams of someday passing the series 7.
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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.
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