Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

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Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Investment Management
  • Small Business
  • Social Security Retirement Benefits
  • Insurance
  • Charitable Giving
  • Retirement Income Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Saving for Education

Awards & recognition

  • Josh Chabot, Forbes Best-in-State Next-Generation Wealth Advisors, 2023, 2024
  • Stanchion Wealth, Ameriprise Client Experience Award, 2022, 2023
  • Ryan Callahan, Five Star Wealth Manager, 2024

Community participation

Being husbands and fathers make time outside of work and family very limited. It is essential on all of us to give back when we can and there are two organizations that we could not be prouder to be associated with: The Geoff Higginbotham Memorial Foundation and Microsociety Academy Charter School (MACS).

The Geoff Higginbotham Memorial Foundation helps support the continued effort to find a cure for Cystic Fibrosis, while MACS is a K-8 charter school in Nashua, NH focusing on financial literacy and becoming a contributor to society.

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