Our Team
Jared W. Anderson CFP®, ChFC®
Founder & Financial Planner
I’ve worked in financial services for over two decades, and one thing has always driven me:helping clients stay on track through life’s transitions, the big, the unexpected, and everything in between.My career began in 2003 after...
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Ashley Morse
Office Manager
Ashley joined the Financial Services industry in November of 2019. She graduated from Saint Anselm College in 2013 with a Bachelor of Arts in Natural Sciences. Ashley resides in Nashua, NH with her significant other Justin and dog Dylan.
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High-Net-Worth Team
Through LPL Financial, we have access to a large team of specialists who provide support and expertise for a variety of topics vital to your wealth management, including advanced estate planning, tax strategy and philanthropy. From...
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