Helena graduated from Merrimack College with a degree in Business Administration in 2001. She started working in 1998 while still in college and has continued on to the financial industry since. She became licensed when she moved to...

Kate graduated from Bentley College in 1997 with a Bachelor’s degree in Finance. She has been working in the financial planning and investment services industry for over 25 years, with a focus on client service and financial...

Riley grew up in Southern New Hampshire & graduated from The University of Alabama at Tuscaloosa in 2019 with a Bachelor's degree in Finance. Since graduating, he has spent his time working in the financial services industry & holds...