Cadence WM

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 his AWMA℠ designation from the College for Financial Planning®. Mike enjoys Crossfit training and cycling and is an avid New England sports fan. He lives in Newton with his wife, daughter and son. Phone: 508.898.0400 ext. 105 Fax: 508.898.0408 Email: mike@cadencewm.com

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 CRPC® designations from the College for Financial Planning® and The American College. When he's not working, Steve enjoys travel, the New England outdoors and photography. He lives with his sons in Barrington, Rhode Island. Phone: 508.898.0400 ext. 108 Fax: 508.898.0408 Email: steve@cadencewm.com

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 in Lancaster with his wife and children. Phone: 508.898.0400 ext. 104 Fax: 508.898.0408 Email: jim@cadencewm.com

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 College in 2007. When Greg isn't at work, he enjoys reading international suspense novels and spending time with his wife, two children and dog. Greg is also an avid sports fan, favoring New York teams. Phone: 508.898.0400 ext. 103 Fax: 508.898.0408 Email: greg@cadencewm.com

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 in 2011, Chartered Financial Consultant® designation from The American College in 2012, and Accredited Domestic Partnership AdvisorSM designation from the College for Financial Planning® in 2013. Nick spends a great deal of time on fitness and is currently an active participant in the Amateur Athletic Union. He also enjoys soccer and other outdoor activities. Nick lives in Lancaster with his wife…

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 was a 4-year letter winner on the Track and Field team. Outside of work, Tom enjoys cycling and staying active. In 2010 he participated in the Pan-Mass Challenge, raising money for children's cancer research. Phone: 508.898.0400 ext. 101 Fax: 508.898.0408 Email: tom@cadencewm.com

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 Wealth Management Advisor℠ designations from the College for Financial Planning® and The American College. Outside of work, Casey enjoys staying active by cycling, mountain biking, hiking and fly fishing. He resides in Southborough with his wife and children. Phone: 508.898.0400 ext. 100 Fax: 508.898.0408 Email: casey@cadencewm.com