Philippe joined us in the fall of 2006. He is a financial advisor and a Registered Representative of United Planners Financial Services. He became the Registered Principal for this office in 2008. He holds the Series 7, 63, 65 and Series 24 licenses and is securities licensed in several states. He is also licensed for life and health insurance in Massachusetts.
Philippe and his wife have four active and talented children.
As an investor himself, Scott offers individual investment management as well as providing retirement plans to businesses. Sound investment choices, attention to fiduciary obligations, and an ability to provide thoughtful guidance to plan participants are the hallmarks of his plans. He is a fiduciary to his plans.
Scott and his wife, Jane, have two grown children with wonderful families of their own.
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 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.