Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.
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Debbie lives in Augusta with her husband Jerry has 5 children and 4 grandchildren, cares for her 94 year old mother and absolutley loves spending time with her family.
Emily lives in Manchester with her husband Chase, 2 children Hudson and Harlow along with their handsome dog Luda. Emily is a dedicated Mom who manages the office and her busy household. She is confident, professional and always willing to go the extra mile to make you at ease. She loves connecting with clients and shall always be eager to talk with you. She has 11 years combined experience in the financial field.
Chase lives in Manchester with his wife, Emily, their two children, Hudson and Harlow, and their dog Luda. Born and raised in MA, Chase moved to ME to join the practice and learn the ropes. A dedicated father, husband and friend, he loves all sports and spent many years coaching football. He looks forward to the day he can coach his own children. Chase has extensive sales and customer experience and studied business.
Debbie lives in Chelsea with her husband, Ralph, and their five cats. She enjoys spending time with her two children and three grandchildren, often traveling to NH to visit them. Debbie is also an active member of her church, participating in the choir and bell ensemble. After retiring from the federal government in 2025, we were thrilled to welcome her to our team!
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