Our Team

After five years as a high school teacher and coach, Paul began his career in the life insurance industry at age 29 alongside his wife, Anne, while raising their two children, Bryan and Amy. Fourteen years later, with their family expanded to include Jeff, Christopher, and Matthew, Paul sought greater independence and the ability to build a truly client-centered practice while maintaining the family balance that mattered deeply to him. With Anne serving as his administrative assistant, he joined Commonwealth Financial Network, drawn to the firm’s simple but powerful philosophy of “help advisors to help their clients”. The focus of working with clients to help them achieve their goals and navigate their financial life with confidence and clarity is at the core of Paul’s approach.

In 2017, Paul’s son, Matthew, joined the practice after graduating from the University of New Hampshire Paul College of Business and Economics, helping ensure continuity and long-term support that clients fully deserve.

Paul is a graduate of University of Massachusetts Amherst and holds FINRA Series 6, 22, 26, 62, 63, and SIE registrations. He is also an Investment Adviser Representative with Commonwealth Financial Network.

Favorite Quote:

“Be kind, for everyone you meet is fighting a hard battle.”

Matt is a CERTIFIED FINANCIAL PLANNER® professional who works with individuals and families to bring clarity, structure, and confidence to their financial lives. A graduate of the University of New Hampshire’s Paul College of Business, he joined his father’s practice following graduation and continues to build on a foundation of relationship-driven, long-term advice.

Matt focuses on simplifying complex financial decisions and guiding clients through both everyday planning needs and more advanced challenges. His approach is grounded in thoughtful analysis, clear communication, and a commitment to ensuring clients feel informed, comfortable, and confident at every stage of the planning process. He aims to serve as a trusted resource to his clients, providing consistent guidance across all phases of the wealth planning cycle: accumulation, preservation, and distribution.

A key area of interest and focus for Matt is retirement income planning. Given the significant number of the practice’s clients at, approaching or entering retirement, he has developed a strong understanding of the unique challenges and decisions that arise during this transition. He works closely with clients to navigate this stage with clarity and confidence, helping them align their financial strategies with their long-term goals.

In addition to his CERTIFIED FINANCIAL PLANNER® designation, Matt holds his Life, Accident, Health, and Annuity licenses and is a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network. He also earned a certificate in Financial Planning from Boston University and holds FINRA Series 7 and 66 registrations.

Outside of work, Matt enjoys staying active through exercise, Brazilian jiu-jitsu, golfing, reading about various historical topics, and spending time with family and friends.

Anne is the Client Services Specialist and Administrative Lead for the practice, where she has worked alongside her husband for over 30 years. Over that time, she has played a key role in shaping the firm’s client-first approach and maintaining the high level of service our clients deserve.

She is often the first point of contact with clients and takes pride in making sure every interaction is handled with care, attention, and efficiency. Anne is central to managing the details our clients rely on for a seamless experience, as well as the coordination that keeps a busy office running smoothly. Her longstanding relationships with clients and commitment to service are a reflection of the family-oriented foundation of the practice.

Outside of work, Anne enjoys exercising, reading, cooking, gardening, and spending time with family.