Our advisors

Our team

Kirsten Puntiri

Kirsten Puntiri

Financial Planning Specialist

Roles & Responsibilities

  • Trades and Transaction Requests
  • New Account Setup
  • Incoming Account Transfers & Rollovers
  • Client Meeting Follow Up
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Stephanie Lang

Stephanie Lang

Client Relationship Manager

Qualifications

  • Notary Public, State of Massachusetts

Roles & Responsibilities

  • Event and Marketing Coordination
  • Client Scheduling and Client Communications
  • Ameriprise.com Technology and Client Tools Support
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Suzanne Regan

Suzanne Regan

Financial Planning Specialist

Qualifications

  • Certified Financial Planner™
  • Certified Investment Manager Anaylst™

Roles & Responsibilities

  • Analysis and Updating of Client’s Personal Goal Trackers
  • Execution of Financial Plan Recommendations
  • Coordinating Social Media and Marketing
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