Our Team
Philippe E. Berthoud came to the Retirement Financial Center from a diversified cultural background and work experience. He grew up in Aix-en-Provence, France and later played soccer professionally. He founded and ran a non-profit soccer ministry for seven years, where he developed strong business and leadership skills. Philippe graduated from Gordon College with a Bachelor of Arts Degree in Economics.
Philippe joined us in the fall of 2006 and began almost two years of internship and intensive study to obtain financial professional education and licenses: Life and Health Insurance license; and, as a Registered Principal of United Planners, the Series 6 Financial certification, Series 63 Uniform Securities Agent State Law certification, Series 65 Uniform Investment Adviser Law, Series 7 General Securities Registered Representative License, and the Series 24 General Securities Principal Qualification. Philippe is the Registered Principal for this office location.
Philippe and his wife of 18 years have four wonderful, active and talented children.
Philippe joined us in the fall of 2006 and began almost two years of internship and intensive study to obtain financial professional education and licenses: Life and Health Insurance license; and, as a Registered Principal of United Planners, the Series 6 Financial certification, Series 63 Uniform Securities Agent State Law certification, Series 65 Uniform Investment Adviser Law, Series 7 General Securities Registered Representative License, and the Series 24 General Securities Principal Qualification. Philippe is the Registered Principal for this office location.
Philippe and his wife of 18 years have four wonderful, active and talented children.
Scott Johnson is an Accredited Investment Fiduciary (AIF®) and an Investment Advisor Representative of United Planners Financial Services, holding a Series 24, 7, 6, 63 and 66 certifications and licensed in several states. He is also licensed for life and health insurance in Massachusetts and New Hampshire.
Scott, in association with Kevin McNelly, provides retirement plans to businesses as well as offering individual investment management. Sound investment choices, attention to fiduciary obligations, and an ability to provide individual guidance are the hallmarks of their plans. Plan service agreements include becoming a fiduciary to the plan.
Scott and his wife, Jane, have two children. Their son is a former U.S. Navy submarine officer and is now in his third year of law school. Their daughter recently completed her master’s degree and is married to a U.S. Navy officer.
Scott, in association with Kevin McNelly, provides retirement plans to businesses as well as offering individual investment management. Sound investment choices, attention to fiduciary obligations, and an ability to provide individual guidance are the hallmarks of their plans. Plan service agreements include becoming a fiduciary to the plan.
Scott and his wife, Jane, have two children. Their son is a former U.S. Navy submarine officer and is now in his third year of law school. Their daughter recently completed her master’s degree and is married to a U.S. Navy officer.
Kevin McNelly has been in the financial services field since interning with Tom Riquier during the summer of 1999. Kevin received a Bachelor of Science degree in General Business from Nichols College with a concentration in finance, marketing and management. Upon graduating, he joined a large insurance firm in Waltham where he expanded his practical experience and professional financial education and developed a strong ability to understand the financial concerns of families and to identify and communicate potential solutions.
Kevin established his own independent office specializing in developing and servicing health insurance plans for local businesses and brought this expertise to The Retirement Financial Center where he provides this important specialty. Through his business experience he has realized that the key to each relationship is quality service and open communication and he maintains focus on his clients needs, monitoring and assisting their individual progress. He is a Registered Representative with United Planners.
Kevin, in association with E. Scott Johnson, also helps small businesses select the right 401k design, provide 401k service agreements, helps companies install plans, and educates and guides plan participants.
Kevin is a newlywed who enjoys skiing and snowboarding during the New England winters and the boating and beach activities that the beautiful island of Cape Ann offers throughout the summer.
Kevin established his own independent office specializing in developing and servicing health insurance plans for local businesses and brought this expertise to The Retirement Financial Center where he provides this important specialty. Through his business experience he has realized that the key to each relationship is quality service and open communication and he maintains focus on his clients needs, monitoring and assisting their individual progress. He is a Registered Representative with United Planners.
Kevin, in association with E. Scott Johnson, also helps small businesses select the right 401k design, provide 401k service agreements, helps companies install plans, and educates and guides plan participants.
Kevin is a newlywed who enjoys skiing and snowboarding during the New England winters and the boating and beach activities that the beautiful island of Cape Ann offers throughout the summer.
Gordon is the Treasurer of the North Shore Technology Council, Inc., an organization dedicated to the promotion of the technology industry on the North Shore. Gordon is also Treasurer of North Shore InnoVentures, Inc., a not for profit company dedicated to helping Bio-Medical and Alternative Energy companies get started on the North Shore.
Gordon helps clients coordinate their investments and their taxes and teaches several classes for those interested in furthering their understanding Finances, Taxes and Business in general. He offers classes for New Business Owners, those thinking about starting a new business and those that desire a deeper understanding of tax laws and what opportunities they have to reduce their taxes.
