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



Our advisors

Advisor photo for Stephen Duval

Stephen Duval

CFP®

Private Wealth Advisor

Chief Executive Officer of Summit House Wealth Partners
Learn more about Stephen Duval
Advisor photo for Edward Boscher

Edward Boscher

CFP®, CIMA®

Financial Advisor

Managing Partner of Summit House Wealth Partners
Learn more about Edward Boscher
Advisor photo for Justin Osowiecki

Justin Osowiecki

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Justin Osowiecki
Advisor photo for Mike Otto

Mike Otto

MBA, APMA

Financial Advisor

Learn more about Mike Otto


Our team

Patricia Belanger

Patricia Belanger

Office Manager,

Client Service Specialist

Qualifications

  • Worked in Financial Industry for 23 years. Series 7, 63 and 65 registrations.

Roles & Responsibilities

  • Can accept trade requests
  • Problem resolution
  • Manages day to day staff activities
  • Process money movement requests
  • Event Planner
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Jim Lucey

Jim Lucey

Paraplanner,

Client Service Specialist

Qualifications

  • Master of Library and Information Science (MLIS), Series 7 Registration, Series 66

Roles & Responsibilities

  • Secure Web site concierge
  • Ameriprise Mobile app support
  • Process Money movement requests
  • Assists with transferring funds to your Ameriprise accounts
  • Appointment Prep & Follow Up
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Deb Whalen

Deb Whalen

Administrative Assistant,

Client Relationship Specialist

Qualifications

  • 20+ years experience

Roles & Responsibilities

  • Scheduling
  • Client events
  • Form requests
  • Update client information
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Jennifer Gray Ferhadson

Jennifer Gray Ferhadson

Operations Director,

Chief Operating Officer of Summit House Wealth Partners
Matthew Mitchell

Matthew Mitchell

Paraplanner,

Client Service Specialist

Personal Intro

Workes in the Investment Industry since 2011BA in Business Studies, UMASS Amherst

Qualifications

  • Registered, Series 7, 66 and Insurance

Roles & Responsibilities

  • Appointment Prep & Follow Up
  • Place Trades
  • Process Money Movement
  • Help Clients with Technical Issues
  • Transfer Accounts to Ameriprise Financial
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Tony D'Angelo

Tony D'Angelo

Client Service Specialist

Qualifications

  • B.S. in Business Administration

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