Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.


Our advisors

Advisor photo for Paul A Pouliot

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
Advisor photo for Tom Lavery

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

 Megan Parnigoni-Chase

Megan Parnigoni-Chase

Client Service Coordinator

Catherine Pouliot

Catherine Pouliot

Client Service Specialist

Karen Staley

Karen Staley

Financial Planning Assistant