Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Our advisors

Joshua Shepherd, Financial Advisor serving the Hingham, MA area - Ameriprise Advisors

Joshua Shepherd

Financial Advisor

Managing Director
Learn more about Joshua Shepherd
Stefan L Miranda, Financial Advisor serving the Hingham, MA area - Ameriprise Advisors

Stefan L Miranda

APMA®

Financial Advisor

Learn more about Stefan L Miranda

Our team

Anne-Marie McCormick, CRPC<sup>®</sup>

Anne-Marie McCormick, CRPC®

Registered Client Service Associate,

Practice Manager

Qualifications

  • Series 7, 63, 9/10, and insurance licensed
  • 30 years industry experience
  • Chartered Retirement Planning Counselor (CRPC®)
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