As a Managing Director – Investment Officer, Michael focuses on providing comprehensive wealth planning guidance across the four cornerstones of the wealth management spectrum: asset management, financing, protections, and legacy. Michael started working in the industry in the late 1990s, when many financial advisors were acting as stockbrokers. He quickly learned that he wanted more than a transactional relationship with clients and sought to dive deeper into what was driving clients – what people really wanted their money to do for them.

Over 25 years later, Michael continues to cultivate that passion by building last relationships with his client base. Using a goals-focused approach, Michael considers his work with clients to be a true partnership of learning and connecting to review plans and aspirations. To provide added value for his clients, Michael is also a PIM^® Portfolio Manager, a specially trained Financial Advisor who manages clients’ investment portfolios in a discretionary manner.

Michael obtained his Bachelor of Arts degree from Saint Michael’s College. Away from the office, Michael enjoys coaching local sports teams, drumming with his band, and staying involved in the community – including his time serving as a former chair of the Fine Arts Festival of Barrow’s Elementary School. He lives in Reading, MA with his wife, Deanna, and their children, Lily, Lola, Ada, and Mickey. An avid hiker, Michael has hiked the last 70 miles of the Appalachian Trail.

For nearly 30 years, Stuart Salyer has worked in the financial industry while educating himself on investment strategies, risk management techniques, and asset classes. He developed a passion for investing in college after taking an introductory economics course and became fascinated with financial markets and their impact on the global economy.

Stu utilizes his financial market expertise while working with clients, with a particular focus on income investing and wealth preservation. During the planning process, Stu can help clients establish the right course of action to accomplish their goals. He holds a Certified Financial Analyst^® (CFA^®) certification, which distinguishes him on his commitment to a high standard of excellence as an investment management professional.

Before starting in the industry, Stu obtained his Bachelor of Arts degree from Middlebury College. He lives in Weston, MA with his wife, Caitlin, and their four children. Outside the office, Stu stays busy serving as a Board President for Weston Youth Lacrosse and enjoys coaching his children’s teams. In his spare time, he loves to be outdoors, whether that means hiking, biking, skiing, or barbequing with family and friends.

For over 20 years, Tom has been active in the financial industry helping clients work toward their wealth management goals. Tom enjoys learning more about his clients’ needs, then using his knowledge of different markets to cater specific solutions toward those needs. His areas of focus include fixed income, trading, cash management, and capital markets.

Tom obtained his Bachelor of Science from Dartmouth College. Outside of the office, he lives in Medfield with his wife, two girls, and their yellow lab, Penny. Tom has always valued the importance of family, especially growing up as one of 11 children in his household. In his free time, Tom enjoys working in the yard and playing hockey.

Jillian manages the day-to-day operations of the team, including new account opening, foreign and domestic wires, money transfers, IRA RMD distributions, and cash and security transfers, as well as operational and business oversight. She is responsible for client communications and serving as a liaison between clients and financial advisors. Outside of the office, Jillian lives in Boston with her husband and two dogs.