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

AAMS

Financial Advisor

Managing Director
Learn more about Joshua Shepherd
Barbara Case, Private Wealth Advisor serving the Hingham, MA area - Ameriprise Advisors

Barbara Case

APMA, CRPC

Private Wealth Advisor

Vice President
Learn more about Barbara Case
Stefan L Miranda, Financial Advisor serving the Hingham, MA area - Ameriprise Advisors

Stefan L Miranda

Financial Advisor

Learn more about Stefan L Miranda

Our team

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

Anne-Marie McCormick, CRPC®

Registered Practice Associate

Qualifications

  • Series 7, 63, 9/10, and insurance licensed
  • 30 years industry experience
  • Chartered Retirement Planning Counselor (CRPC®)
  • Financial Paraplanner Qualified Professional (FPQP™ )

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Paula Avakian

Paula Avakian

Registered Client Service Associate,

Practice Manager
Isheeta Nirmal

Isheeta Nirmal

Client Service Associate,

Financial Planning Analyst
Shivam Mazumder

Shivam Mazumder

Client Service Associate