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Team

We're invested in your success

We're invested in your success

We listen. This is vital. We have to understand your needs and goals in order to craft a customized plan that will help you achieve your financial goals. Your success is our success. As highly trained and experienced advisors we can help you by providing information so you can make informed decisions. This is not a do-it-yourself project. Let us help edge you closer to the life you worked so hard for and so richly deserve.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Diane Rule

Managing Partner

(978) 502-5324

diane@rulefinancialservices.com

Diane provides the tools and resources necessary for the financial health of clients and their desire for lifelong financial freedom. From mapping out a strategy to planning retirement income sources to legacy planning, Diane can...
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Greg Catsoulis

Employee Benefits Specialist

Jill Anderson

Business Development

Nicole Finlayson

Chief Operations Officer

Caitlyn Frament

Chief Compliance Officer