Susan Lipsett is a research assistant and administrative assistant supporting the firms’ client portfolio managers as well as financial advisors Sean Riley and Kevin Whitmore. She collects and distributes...
Justin joined the firm in 2016 to assist in the areas of sales and research and has since taken on the role of financial advisor. He oversees the quarterly reporting of retirement plans and implementation of financial planning software...
With over 20 years of experience in the investment industry, Stephen Murray provides research analysis and portfolio management. Prior to joining the firm in 2016, he was Director of Research and Portfolio Manager with Harvest Capital...
Meg Dworkin provides support for the registered assistants in addition to being a member of the retirement plan team. She has 20+ years of experience in the areas of defined contribution, defined benefit and individual taxation. Meg...
Kevin Whitmore brings almost five decades of securities industry experience to his role as a financial advisor. After earning a B.A. in business and economics from St. Anselm College, Kevin began his career in the securities business...
With over 29 years of experience working in asset management and employer sponsored retirement plans, Sean Riley brings an insider’s perspective to his role as a consultant and advisor for our clients. Sean joined the firm in...
A registered financial advisor and Professional Plan Consultant (PPC™), Eric Putney attained the Accredited Investment Fiduciary® (AIF®) designation for advanced training in investment fiduciary responsibility. He brings...
Craig Garner, a 33-year veteran of the firm, provides education and assistance in a number of areas, including plan document review, ERISA guidance and ongoing compliance education. Craig also conducts operational plan reviews that...
Susan Eldridge is president and chief compliance officer of Eldridge Investment Advisors, Inc. She also serves as branch practice manager for the LPL Financial broker/dealer branch office.
Stephen Eldridge has more than 50 years of direct industry experience, having founded Stephen Eldridge & Company, a retirement plan administration firm, in 1972. Early in his career, following the passage of the Employee Retirement...
