Heather, a Senior Wealth Advisor, graduated from Boston College, cum laude, in 1993 with a B.A. in English, and received her Law Degree (JD) from Suffolk University Law School in 1996. She was admitted to practice law in Massachusetts in 1997, and passed the New York bar examination. Heather holds Series 7 and Series 66 securities registrations, and has been an investment advisor representative since 2004. She also holds life and variable insurance licenses. Heather began her career at Fidelity Investments in Boston. She then moved to New York City and became an Associate in the investment management practice group of the international law firm Clifford Chance LLP (formerly Rogers & Wells LLP) in their Park Avenue office. Heather then moved back to Boston and joined MFS Investment Management as Associate Counsel. She served for 6 years as a member of the Board of Trustees of Fay School, where she also served as Chair of the Investment Committee for the Fay School Endowment and Co-Chair of the Finance Committee. Heather enjoys skiing, especially in Colorado and Utah, planning trips and gatherings with family and friends, interior design, and photography. She has a bit of an obsession with scented candles. Heather lives in Hopkinton, MA with her husband, Al. They have two college-aged sons, Hayden and Pierce.

Tara, a Senior Wealth Advisor, is a graduate of Boston College with a degree in Business and Finance. She joined the firm in September 1996 as a client service representative. She holds a Series 7 securities registrations and is an investment advisor representative. She is also a municipal securities principal and a general securities principal. Tara also has her life, accident & health insurance license. She is a member of Saint Patrick Parish and is involved with several committees. Tara and her husband Joe live in Andover with their sons Joseph and Dalton.

Bill, a Senior Wealth Advisor, graduated from Boston College with a B.S. in Finance. Bill earned his Accredited Portfolio Management Advisor designation from the College for Financial Planning. He holds Series 7 and Series 65 securities registrations, and is an investment advisor representative. He also has his life, accident and health insurance licenses. Bill is past President of the Pingree School Alumni Leadership Board and is a past member of the school’s Board of Trustees. Bill also served as president of the Friend’s of KIPP Academy Lynn Foundation. Bill is a Board Member and Director of The Mockingbird Foundation, a non-profit organization dedicated to improving access to music education for America’s youth. Bill also currently sits on the Professional Advisors Committee of the Essex County Community Foundation. Bill enjoys coaching youth baseball, golfing, and live music. Bill and his wife, Britt, live on the North Shore with daughter Cate, and sons Marty, Jimmy, and Pete.