The Team

Bucknam, Masseur and Associates

Our Advisors

Stephen R Bucknam

Stephen R Bucknam

Private Wealth Advisor

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Designations

CFP®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies

Education

Keene State College, BA Psychology/Business Management
CA Insurance #0702505

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Donald Masseur

Donald Masseur

Financial Advisor

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Designations

CFP®, CFS®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments

Education

B.S. in Business and Economics- Kansai Gaigokugo Daigaku Osaka, Japan, B.S. in Finance- University of Rhode Island Kington, RI

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Timothy McGraw

Timothy McGraw

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Domestic Partner Planning
  • Estate Planning Strategies
  • Family Finances

Education

Bryant University- Bach. of Science in Bus. Admin- Concentration of Accounting
CA Insurance #0E67051

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William F Slaney

William F Slaney

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Retirement Income Strategies

Education

Trinity College-Hartford BA, Psychology 1986, Phillips Academy Andover-1982, Mt. St. Charles Academy-1981

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Our Staff

Karen S. Chretien

Karen S. Chretien

Paraplanner

Office Manager
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Qualifications

  • Series 7
  • Series 66
  • RI Insurance License
  • B.A. Rhode Island College Political Science, Public Administration

Christine C. Sauro

Client Service Specialist

Renee L. Daigle

Renee L. Daigle

Financial Planning Specialist

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Qualifications

  • SAP Certification
  • Insurance Licensed in CT, MA, RI, NJ
  • B.A. Western New England University- Majored in Accounting and Finance
Lisa A. Breedon

Lisa A. Breedon

Client Service Coordinator

Lynn Bucknam

Lynn Bucknam

Administrative Assistant