Dec 13
Aimee C. Osterhus by RL Design

Aimee graduated summa cum laude from Southern New Hampshire University with a Bachelor of Science degree in Marketing and Finance. She enjoys running, hiking, a wide range of creative pursuits and spending time with family and friends.  She resides in Upton with her … Continue reading

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Dec 13
Michael Downey, Jr. by RL Design

Mike has been working in the financial services industry since 2006. Prior to that, he ran his own tax preparation business. Mike studied accounting and mathematics at Salem State College and the University of Lowell and is currently working towards … Continue reading

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Dec 13
Steven J. DeBoth by RL Design

Steve has been in the financial services industry since 2001, after graduating from Marquette University with a double major in accounting and international business and a minor in Spanish. He also completed coursework in Madrid. Steve obtained his CFP® and … Continue reading

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Dec 13
James Laite by RL Design

Jim has been working with clients in the financial services industry since 2003. Previously, he was a small business owner for eleven years. Jim is a member of the Lancaster 4H and enjoys scuba diving, boating and camping. He lives … Continue reading

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Dec 13
Grigoriy Grinshteyn by RL Design

Greg has been in the financial services industry since 2005, after graduating summa cum laude from Clark University in 2004 with a Bachelor of Arts in Contemporary Russian Politics. Greg acquired his Chartered Retirement Planning Counselor℠ designation from The American … Continue reading

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Dec 13
Nicholas R. Kraszyk by RL Design

A graduate of Fitchburg State University, Nick has served in a financial advisory capacity since 2006. He obtained the Chartered Retirement Planning Counselor℠ designation from the College for Financial Planning® in 2007, his Certified Financial Planner™ designation from The American College … Continue reading

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Dec 13
Thomas G. Shiffer by RL Design

Tom has over twenty years of experience in the financial services industry. He obtained his CFP®, CFS® and CRPC® from the College for Financial Planning® and The American College and is a graduate of The Pennsylvania State University, where he … Continue reading

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Dec 13
Casey D. Clarke by RL Design

Casey has been in the financial services industry since 1998. He received a Bachelor of Science degree in Business Administration from Bryant University. He has also obtained his Certified Financial Planner™, Chartered Financial Consultant®, Chartered Retirement Planning Counselor℠, and Accredited … Continue reading

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