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.



Our advisors

Paul A Pouliot

CFP®, ChFC®, CASL®, CRPC, CLTC®

Private Wealth Advisor

Franchise Owner
Learn more about Paul A Pouliot Visit Paul A Pouliot's website

Tom Lavery

CRPC, APMA

Associate Financial Advisor

Learn more about Tom Lavery Visit Tom Lavery's website


Our team

Megan Tolstenko

Megan Tolstenko

Operations Manager

Qualifications

  • Megan graduated from Southern New Hampshire University with a Bachelor's Degree in Business Administration with a concentration in Marketing.
  • Holds her Series 7 and Series 63 licenses.
  • Joined Paul A. Pouliot & Associates in 2017 with over 15 years of experience in the financial services industry.

Roles & Responsibilities

  • Trade execution
  • Investment research
  • Transactions and money movement
  • Megan assists clients with financial transactions and is our lead strategist. She is dedicated to building strong and positive client relationships.
View more
Kimberly Lindberg

Kimberly Lindberg

Marketing Specialist