Heather, a Senior Wealth Advisor, joined the firm in April of 2003. She graduated from Boston College, cum laude, in 1993 with a B.A. in English, and received her Law Degree (JD) from Suffolk University Law School in 1996. She is admitted to practice law in Massachusetts and passed the New York bar examination. Heather holds Series 7 and Series 66 securities registrations, and is an investment advisor representative. She also holds life, accident and health insurance licenses. Heather began her career at Fidelity Investments in Boston. She was an Associate in the investment management practice group of the international law firm Clifford Chance LLP (formerly Rogers & Wells LLP) in their New York City office. Heather then joined MFS Investment Management in Boston as Associate Counsel. Heather is a member of the Board of Trustees of Fay School where she also serves as Chair of the Investment Committee for the Fay School Endowment and Co-Chair of the Finance Committee. Heather is a member of the Council for Women of Boston College. She lives in Hopkinton, MA with her husband and their two sons.

Tara, a Senior Wealth Advisor, is a graduate of Boston College with a degree in Business and Finance. She joined the firm in September 1996 as a client service representative. She holds a Series 7 securities registrations and is an investment advisor representative. She is also a municipal securities principal and a general securities principal. Tara also has her life, accident & health insurance license. She is a member of Saint Patrick Parish and is involved with several committees. Tara and her husband Joe live in Andover with their sons Joseph and Dalton.

Bill, a Senior Wealth Advisor, graduated from Boston College with a B.S. in Finance. Bill earned his Accredited Portfolio Management Advisor designation from the College for Financial Planning. He holds Series 7 and Series 65 securities registrations, and is an investment advisor representative. He also has his life, accident and health insurance licenses. Bill is past President of the Pingree School Alumni Leadership Board and is a past member of the school’s Board of Trustees. Bill also served as president of the Friend’s of KIPP Academy Lynn Foundation. Bill is a Board Member and Director of The Mockingbird Foundation, a non-profit organization dedicated to improving access to music education for America’s youth. Bill also currently sits on the Professional Advisors Committee of the Essex County Community Foundation. Bill enjoys coaching youth baseball, golfing, and live music. Bill and his wife, Britt, live on the North Shore with daughter Cate, and sons Marty, Jimmy, and Pete.