Our Associates

We collaborate with you to help optimize your wealth without the limitations of predetermined needs and goals.  By identifying strategies to reduce taxes, unnecessary costs, and risks, we work with you to maximize your financial potential.

James J. Hoogasian, MBA
Financial Advisor
Registered Representative

Kerri Aleksiewicz Melley, MBA
Financial Advisor
Registered Representative

Jan Mikitarian
Office Manager

Glenn L. Noland, CLU, ChFC
Managing Partner
Strategic Financial Partners
Waltham, MA

Eric L. Spindt, CFP(R)
Managing Associate

Ralph E. Watson
Advanced Case Design Specialist
Registered Representative
Strategic Financial Partners
Waltham, MA

Rory M. Connell
Marketing Director

Margaret A.  Muldoon, J.D., LL.M.

Stephen P. Houlihan, J.D., LL.M., CPA