Our Team

Well into his third decade in the financial services industry, Steve has developed recognized knowledge in the advanced business and personal planning arenas. He is experienced in the use and implementation of such advanced concepts as...

Joel has been servicing his clients' insurance and financial needs since 1971. His practice focuses primarily on Employee Benefits, Salary Continuation and Executive Compensation Plans. He also works in the areas of Estate Conservation...

Maria has been helping clients meet their financial goals for over 30 years. Her career began on the risk management side of the business at Northwestern Mutual; she then transitioned over to the investment arm of Robert W. Baird,...

Todd is committed to helping clients achieve their financial goals. He grew up around two family businesses and has been a small business owner himself. He understands the rewards as well as the challenges that face business owners and...

Geoff has been helping clients reach their financial goals since he joined New England Financial in 1976. His experience has allowed him to develop expertise in many areas including Individual Life and Disability Income Insurance,...

A practicing financial planner, Steve is a business planning strategist offering a concierge service for select clients that is a results-driven with a formal strategic process wrapped in unparalleled service. He acts as a resource to...

Robert has been a financial advisor for over 30 years, working with business owners, executives and families along many facets of their financial plan. In addition to providing financial planning and investment management...

David is the third generation of his family to work in financial services, beginning with his grandfather in 1948. His practice focuses on portfolio management and comprehensive financial planning.  He earned his Master's Degree in...

With over 25 years of financial services experiences, Kathryn oversees the day to day activities of our organization. She operates from a client oriented and service based perspective, and her mission is to provide the highest level of...

A recent transplant from Ohio, Erin is thrilled to be joining the team at AdvisoryOne Group. She is a graduate of Bowling Green State University where she studied History and Environmental Science. Erin began her career in finance in...

Roseann originally joined New England Financial over 30 years ago. She is invaluable to the team, as well as to their clients. Roseann handles all client service calls and is able to troubleshoot and resolve issues. In the balance of...

Erin is excited to join the AdvisoryOne Group, work alongside her parents, and the rest of the team. Erin played D1 collegiate volleyball at University of California, Long Beach and the University of Wisconsin. Following in the steps...