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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

From mapping out a strategy to planning retirement income sources to legacy planning, Diane can provde the guidance and advice you need including wealth management, portfolio design, alternative investments and fixed income streams.

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Joan Randazza

Executive Assistant

(978) 502-5324

In her role, she assists clients with their transition to the firm, as well as continuously throughout their relationship with the firm, by coordinating all administrative tasks and duties in a timely manner.  With more than two...
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David O'Donnell

Financial Advisor

David is committed to building an environment conducive to growth and support.  His vision of building teams of different expertise and independence is innovative in the financial service industry. and managing the multi-faceted...

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Michael Tashjian

CEO of TPFG, Financial Professional

Michael is committed to helping each advisor maximize the value of their independent practice. Michael works closely as a personal coach, helping each advisor to build efficiencies in their practice. Michael is also involved in the...
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Jon Loranger

EVP Compliance & Operations

Originally from Maine, Jon Loranger is a graduate of Northeastern University. He holds Series 7, 24, 53, 63, and 65 registrations. He oversees the compliance operations of the firm. This includes maintaining compliance...
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Cassandra Gonzalez

Compliance Coordinator

As Compliance Coordinator, Cassie will play a key role in the supervisory and operational aspects of the firm. She approves trades and monitors business activities. Her attention to detail, combined with her analytical and...

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Maggie Dumas

Director of Advisor Services

Maggie is an extremely versatile project manager who provides administrative support in a variety of areas. She provides complete back-office technology processing. This includes billing, virtual filing, and reporting. She is the...

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Jill Anderson

Business Development

With decades of experience in financial services and marketing, Jill has the unique ability to help advisors and professionals work together to help clients achieve their financial goals. She works with accountants, attorneys,...
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