My Team
Our team takes client service very seriously. Together, we are committed to providing exceptional service to all of our clients.
If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.
Erin K Gamache
Erin joined our team in 2016. In her role as an Associate Financial Representative, Erin handles all aspects of client account service, including scheduling, insurance, and investment service and support.
Erin holds a B.A. from Worcester State University in Business/Accounting. Prior to joining the team, Erin worked as an accountant in the health care field.
Erin is married to Pete and has two children, Camden and Kendall. She and her family are very active in the local sports scene.
Suzanne Maguire, MBA, CFP®
Suzanne joined our team in 2014. In her role as an Associate Wealth Management Advisor, Suzanne helps to develop personalized financial plans for our clients. She also provides support to the team through investment analysis, portfolio review, and client account managment.
Suzanne holds a MBA from the Sloan School of Management at MIT. Prior to entering the financial services field, Suzanne worked in corporate finance. Suzanne became a Certified Financial Planner (CFP (R) ) in 2016 and is also a Retirement Income Certified Professional (RICP (R)).