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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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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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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Abbe Lassow

Abbe Lassow

Financial Advisor

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Designations

CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Sustainable and Responsible Investing

Education

University of Colorado, Boulder CO- Bachelor of Arts and Science- French

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Our Staff

Karen S. Chretien

Karen S. Chretien

Paraplanner

Office Manager
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Qualifications

  • FINRA series 7 licensed
  • FINRA series 66 licensed
  • Life, A&H and Variable prodcuts licensed RI
  • Date of hire October 25, 1993
  • Rhode Island College Providence, RI - 1989 BA Political Science and Public Administration
Christine C. Sauro

Christine C. Sauro

Client Service Specialist

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Qualifications

  • Date of hire February 13, 2000
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