Our advisors

Lee Petersen

Lee Petersen

Financial Advisor

Learn more about Lee Petersen
Brendan Mann

Brendan Mann

Private Wealth Advisor

Learn more about Brendan Mann
Rick Cecchetti

Rick Cecchetti

Financial Advisor

Learn more about Rick Cecchetti
Quentin Young

Quentin Young

Associate Financial Advisor

Learn more about Quentin Young
Kim Castelo

Kim Castelo

Financial Advisor

Learn more about Kim Castelo

Our team

Jennifer Rodriguez

Jennifer Rodriguez

Practice Manager

Qualifications

  • Finra 7, 63 & 65 Security Licensed
  • Life, Health, Variable Insurance Licensed
  • Bachelor of Arts, Economics, University of Texas
  • Notary Public, State of New Hampshire

Roles & Responsibilities

  • As Practice Manager, Jennifer maintains efficiencies in operations across our multiple office locations, as well as provides client service and case management in our Concord office location.
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Logan Young

Logan Young

Client Service Specialist

Personal Intro

After graduating from SNHU last Spring, our intern, Logan Young, became a full-time member of our team. As he continues to assist with financial planning and our online- goal tracking project he will also branch out to client service while he studies to become licensed and transition his role to associate financial advisor.

Qualifications

  • Bachelor of Arts, SNHU May 2019

Roles & Responsibilities

  • As Client Service Specialist, Logan will assist with financial planning, client meetings, and client requests as needed.
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Leanne O'Brien

Leanne O'Brien

Office Manager

Personal Intro

Outside of Work Leanne enjoys spending time with her husband Sean and children Isabelle and Braden. She lives in our beautiful lakes region and she and her family like to take advantage of the various outside, seasonal activities our great state affords such as boating, hiking, and swimming.

Qualifications

  • AS, Architectural Engineering, NHTI 2010
  • Notary Public, state of New Hampshire

Roles & Responsibilities

  • As office Manager, Leanne will assist with all aspects of client service and office management to ensure business continuity
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