Putting
people first.
Get to know our leadership team
Leadership at the Woburn office is dedicated to doing good for our clients, employees and community.
Kristen Torres
Director of Operations
My goal is to help clients reach their financial and personal goals in the most efficient and appropriate way. Through risk management, wealth accumulation, and tax efficiency planning we are able to reduce the stresses and unknowns of financial planning so clients can focus on the areas in their lives that are...
My goal is to help clients reach their financial and personal goals in the most efficient and appropriate way. Through risk management, wealth accumulation, and tax efficiency planning we are able to reduce the stresses and unknowns of financial planning so clients can focus on the areas in their lives that are most important to them.
I specialize in providing strategic & holistic advice to help people in many designated career paths; Sales professionals People in tech & biotech (health & human sciences) Medical professionals (orthopedics, cardiology, internal medicine, anesthesiology, pediatrics, dermatology, radiology, oncology, psychiatry,...
I specialize in providing strategic & holistic advice to help people in many designated career paths; Sales professionals People in tech & biotech (health & human sciences) Medical professionals (orthopedics, cardiology, internal medicine, anesthesiology, pediatrics, dermatology, radiology, oncology, psychiatry, etc.) Established Families & pre-retirees looking for the most effective solutions