With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


Advisors

Eric Takach

CFP®, ChFC®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Eric Takach's website


Team

Carey N. Takach

Carey N. Takach

Practice Manager

Qualifications

  • Bentley University, B.S. Business Communications 1997
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Christine A. Tebeau

Administrative Assistant

Roles & Responsibilities

  • Scheduling
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Rebecca M. Tebeau

Rebecca M. Tebeau

Client Service Manager