Our Team

Andrew R. Beaudry
CFP^®

Andrew R. Beaudry has been in the financial services industry since 1989 and serves as Our Registered Principal. His effervescent spirit to seek what is best for Our clients, has been the foundation for their success and fulfillment in multiple areas of their lives such as retirement, converting their lifestyles or careers, business succession, and multi-generational planning just to name a few. He enjoys life and is passionate about guiding and teaching others how to manage their assets to achieve their plans.

Shannon B. Asselin
Executive Administrator

Shannon B. Asselin leads Our office team as our Executive Administrator. Her role includes overseeing all areas serving Our client’s needs and Compliance relationships while excelling in communication. Her energy and endless enthusiasm for customer service comes from 25 successful years of experience. She has advanced her skills in the financial services industry with further training and education. She continues to oversee Our social media and client engagement while maintaining Compliance in Our office.  She has been recognized for her professionalism and excellence from our Broker Dealer, wealth managers and clients.

Marissa E. Coyle
Administrator

Marissa E. Coyle is a key part of our Administrative Team. Her kind spirit and curiosity to learn, reflect two of the multiple reasons for her success with over 20 years of customer service experience. Her role is complex but handled with professionalism and care, as attested to by the trust Our clients have working with her. She continues to expand her knowledge of the financial industry in order to best serve Our clients at the firm.