The Team

Do you ever wonder how you will generate income in retirement? Our practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, our goal is to help clients build and protect their income during their working years and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow — so they can live the retirement they’ve earned and deserve.

Our Advisors

John Hughes

John Hughes

Private Wealth Advisor

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Designations

CFP®, ChFC®, RICP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies

Education

University of NH at Keene
CA Insurance #0G04816

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Jennifer Goff

Jennifer Goff

Financial Advisor

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Designations

CFP®, MBA

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Insurance

Education

Bachelor of Arts, Dartmouth College, Master of Business Administration, Columbia University
CA Insurance #0M42943

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Lisa Brislin

Lisa Brislin

Financial Advisor

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Top Areas of Focus

  • Investment Management
  • Family Finances
  • Retirement Income Strategies

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Heidi Will

Heidi Will

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Tax Planning Strategies

Education

Bachelor of Science, Cornell University 1987

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Pat Surette

Pat Surette

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies

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Our Staff

Stephanie Brown

Stephanie Brown

Client Service Manager

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Qualifications

  • Bachelor of Fine Arts, East Tennessee State University
Hope Gauer

Hope Gauer

Office Manager

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Qualifications

  • Associates Degree, University of Southern Maine
Cherie Phillips

Cherie Phillips

Client Service Specialist

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Qualifications

  • Bachelor of Arts, University of Massachusetts
Melissa Fraser

Melissa Fraser

Administrative Assistant