Bob has been a financial advisor since 2000 and holds a Certified Wealth Strategist® certification and is a Retirement Income Certified Professional®. He's equipped with critical knowledge to help manage complex financial issues and solutions faced by high net worth individuals. Bob received his CWS® certificate through the Cannon Financial Institute and his RICP® certificate from The American College of Financial Services.
Bob enjoys golfing, fly fishing in local trout streams, and traveling with his family and friends. He has one son, Chris, a nurse practitioner at Mass General Hospital.
For over 25 years Patrick has been helping clients address their financial concerns. He puts the needs of his clients first by working to ensure they understand their investments and assist them in developing a plan designed with a goal to achieve their financial objectives.
Patrick earned his Bachelor of Science degree in business from Central Connecticut State University and hold the Series 7, 63 and 65 securities registrations with LPL Financial. In 2012 he earned the Chartered Retirement Plans SpecialistSM or CRPS® designation.
Giving back to the community is important to him. Patrick has spent time serving on the International Committee of the Worcester Rotary, the Board of the March of Dimes and Briarwood, a continuing care community. He's also a member and financial contributor of the Appalachian Mountain Club and Trustees of the Reservations.
Outside of work Patrick loves to ski, hike, and travel with his family. He currently lives in Sterling, MA with his wife Anna and their children.
CRPS conferred by College for Financial Planning.
John started in 2020 as an administrative assistant where he generated reports, engaged in marketing research, and completed client data entry. As a
LPL Financial Registered Administrative Associate he will assist
Patrick and Bob in financial planning and provide client support.
John has graduated Bryant University where he majored in Finance with a concentration in Financial Services
and has joined the team full time.
Current License Designations: Series 7 and Series 63 held with LPL Financial