400 Tradecenter Drive
We believe financial well-being is achievable by all. Our team works to align your actions with your intentions, so you can reach your potential. Our approach helps to guide you through your financial life.
Our approach is simple. First, we get to know you and what is important to you. Next, we gather the necessary information, such as lifestyle, finances, and goals. Finally, our team works collectively to design a strategic plan, utilizing our vast array of resources, that will help align your actions with your intentions.
With us by your side, throughout the journey, together we can navigate to the peak of the mountain and descend confidently.
Mike is a Wealth Manager with Cetera Investors. Graduating from Bentley University, with a major in Finance, and minor in Management, he found his calling in helping people pursue their financial goals. Being able to simplify and translate complex situations into decisive action for his clients is one his favorite things about being an Advisor. Outside of his work as an advisor, Mike enjoys the outdoors and staying active. Whether hiking, biking, golfing, snowboarding, going to the beach or barbecuing at his home, he is happiest when spending time with others.
Gio is a Financial Advisor with Cetera Investors. He graduated from Pace University, with double major in Business Management and Finance. Gio enjoys helping clients utilize prudent strategies to accumulate their assets throughout their working career. Gio grew up playing basketball, and enjoys Boston sports.
Licensed Marketing & Communication Coordinator
Melissa is a Licensed Marketing & Communication Coordinator with Cetera Investors. Melissa helps to introduce new clients to the team, assists existing clients with their accounts, and manages the team’s day to day operations. She graduated from The College of St. Rose with a degree in Adolescent Spanish Education. Melissa loves working on such a fun team, and forming relationships with clients, while helping them along the way. Melissa is an avid Boston sports fan, loves vegan food, fitness, and travelling.
Cassie is a Sales Assistant with Cetera Investors. Cassie helps with the team’s day to day operations. She graduated from UMASS Lowell with a degree in English. Cassie enjoys being a part of the team's tasks from start to finish. She loves finding new restaurants and breweries to enjoy, and will travel almost anywhere for good live music.