Managing Partner RICP® CWS®

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.  

Managing Partner, LPL Financial Advisor, CRPS®

Since 1996 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 Specialist^SM 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 hike, golf, and travel with his family. He currently lives in Sterling, MA with his wife Anna. Patrick has two adult children, John and Meigan.

CRPS conferred by College for Financial Planning. 

Client Services Manager, ChFC®

John started in 2020 as an administrative assistant where he generated reports, engaged in marketing research, and completed client data entry. Today, as a Client Services Manager he assists Patrick and Bob in financial planning while providing client support.

John graduated Bryant University in 2023 where he majored in Finance with a concentration in Financial Services and has joined the team full time. In August of 2024 John was awarded the Chartered Financial Consultant (ChFC) designation. A ChFC® professional is prepared with the essentials of financial planning, including insurance, income taxation, retirement planning, investments, and estate planning. 

Outside of work John loves to golf, fish and travel with his friends and family. 

Current License Designations: Series 7 and Series 63 held with LPL Financial, ChFC conferred by The American College of Financial Services