Denise Nou (pronounced “NEW”) has a degree in Financial Math from Simmons College. She joined our team in early 2018 and will help strengthen our client service area and assist in a variety of tasks. She began her career working as an Operations Manager for LAZ parking. She grew up in Malden and currently lives with her husband Sarenn in North Reading.
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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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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