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

Jennifer Baltic Osgood

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Jennifer Baltic Osgood Visit Jennifer Baltic Osgood's website

Todd Osgood

Private Wealth Advisor

Learn more about Todd Osgood Visit Todd Osgood's website

Sean Stephenson

APMA

Associate Financial Advisor

Learn more about Sean Stephenson Visit Sean Stephenson's website


Our team

Nikki A. Cooper

Nikki A. Cooper

Business Development Director

Personal Intro

I have worked alongside Jennifer & Todd Osgood for 27 years. I thoroughly enjoy working with our clients to help them achieve their financial goals. I have been married to my husband, Jim, for over 23 years. Together, we have children: Derek, 23, Reese, 21, & Carson, 18. When I am not working, I am spending time with our family, our Golden Doodles-Baker, Murray, & Charlie, 2 cats-Jinx & Harley Rae, friends, or traveling.

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Laura Gasparro

Laura Gasparro

Administrative Assistant