Partner & Investment Advisor

As a Partner of the firm, Paul is involved in every aspect of the day-to-day marketing and advising activities of the firm. In his role as an Investment Advisor, Paul helps individuals, families, and business owners grow their assets for the long term. He works closely with his clients to recommend the appropriate services to help them achieve their personal financial goals.

Paul has been in the Financial Services industry since 2008. For nearly 2 decades, he has been dedicated to guiding his clients through financial strategies and decisions. Paul originally joined the Financial Services industry in order to help his own mother with her retirement goals, and he has stayed in the industry for the same reasons – because he is passionate about helping others plan for their futures and reach their own financial objectives. Above all else, Paul cares deeply about his clients and their financial protection, as he does his own mother’s.

Paul earned his Bachelor’s Degree in Finance from the University of Massachusetts and lives in Windham, NH. He is a proud dad to his 2 beautiful teenage daughters and best friends, Charlotte and Danica.

Paul is registered with the Securities and Exchange Commission as an Investment Advisor and is also insurance licensed in numerous states.

Partner & Investment Advisor

Joe Remson is a seasoned Financial Advisor known for his integrity, dedication, and personalized approach to wealth management.

Throughout his career, Joe has worked with individuals, families, and small businesses, offering tailored financial strategies that align with their specific needs. His commitment to transparency, continuous education, and proactive communication has earned him the trust and loyalty of his clients, many of whom consider him not just an advisor, but a lifelong partner in their financial journey.

Joe’s ability to balance his professional life with his personal passions is a testament to his belief in living a well-rounded, fulfilling life. He encourages his clients to pursue their passions and dreams while securing their financial futures, demonstrating that with the right plan, it’s possible to achieve both.

In every aspect of his life, Joe embodies the values of trust, commitment, and integrity, making him not only a trusted Financial Advisor but also a valued member of his community.

Financial Representative

Brittany Desell is a committed financial representative who takes pride in guiding her clients toward financial success. With a strong background in finance, she crafts personalized strategies tailored to each client’s goals and circumstances. Known for her clear communication and genuine care, Brittany builds lasting relationships based on trust and transparency.

Passionate about empowering her clients, Brittany continuously stays updated on industry trends to provide the best possible advice. When she’s not working, she enjoys spending time with her dogs, traveling, going to the beach, and spending quality time with her family.

Financial Representative

Jessica Savard is a dedicated financial representative who excels in guiding clients toward their financial goals with personalized strategies and expert advice. With a strong foundation in finance and a focus on understanding each client’s unique needs, Jessica is known for her approachable style and commitment to providing clear, actionable guidance.

​Outside of her professional life, Jessica is an avid runner who enjoys hitting the trails and participating in local races. She also has a deep love for Disney, often finding joy in exploring the magic of the parks and collecting Disney memorabilia. Jessica’s enthusiasm for these passions reflects her belief in living a balanced and fulfilling life while helping others achieve financial success.