Our Team
About Us
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Our team approach adds perspective to all we do and provides increased benefits to our clients.
Meet Our Team
Kyle Bateman
Partner/Wealth Manager
508-342-7736
Kyle began his career in wealth management and financial planning in 2015. Kyle is a graduate of Assumption College with a degree in Economics as well as Nichols College where he earned his MBA. He resides in Dudley, Massachusetts,...
Jon Loranger
EVP, Compliance and Operations
Cassandra Gonzalez, IACCP®
Compliance Officer
Maggie Dumas
Director of Advisor Services