About

Emily is Principal of the firm and began her career in the insurance industry before spending ten years at an independent investment firm where she designed retirement plans for business owners and families. She believes that sound advice and a tailored plan are the bedrock of successful, long-term relationships.

She is active in the Corridor 9 Chamber of Commerce and currently serves as a board member of the Worcester Estate Planning Council, North Worcester Business Association, and Worcester Business Development Corporation.

Emily grew up in central MA and currently resides in Shrewsbury with her husband and son. She has a penchant for the outdoors, good conversation, and making chocolate chip cookies. While not on the slopes or in the hockey rink, she can be found splitting perennials in her garden or sharing meals with family and friends.

More information on Emily can be found on LinkedIn.

Max is an Associate Advisor at the firm and assists with managing client relationships, developing financial plans, and investment research. Previously, he specialized in servicing corporate and non-profit employer-sponsored retirement plans and earned his Series 7 and Series 63 licenses. He graduated from the College of the Holy Cross in 2023 and is an active member of the Greater Providence and Corridor 9 Chambers of Commerce.

Max grew up in Belchertown, MA and is an avid sports fan. Growing up, he played soccer, basketball, and tennis and enjoys being active outdoors. Having an undergraduate background in history, he also spends some of his free time reading historical non-fiction and watching documentaries on Netflix.

More information on Max can be found on LinkedIn