• Managed all financial aspects of foreign holding company, domestic parent company, and all subsidiaries, including operational controls for trading process. • Functioned as Compliance Officer and interfaced with regulatory agencies such as CBOT, CME, NASD, and SEC. • Advanced from entry level accountant to CFO over seven year tenure.

Comprehensive Wealth Management Firm specializing in Investment Management and Personal Finance.

Financial Foundations, Inc. is an independent financial services firm headquartered in Mt. Airy, Maryland. As an independent firm, we have no obligation to sell proprietary products or services, so we can be openly selective in offering only those investment products and services that we believe are best suited to help meet your financial objectives and goals. This is the objectivity afforded by working with an independent financial planner. We offer you timely, unbiased investment advice and promise to do so with the highest level of integrity and service. With over 35 years of combined experience in the financial services industry, Herbert T. Meushaw, III, CEO and Founder, Eric Meushaw, CFP®, CWS®, President, and Christine Burrhus, Vice President, provide unparalleled services to their clients, with a focus on retirement planning for retirees and pre-retirees. The firm also offers a wide-range of investment opportunities, comprehensive financial planning and asset management. Financial Foundations Inc. is a branch office of DFPG Investments, LLC (DFPG). Securities offered through DFPG, Member FINRA www.finra.org/SiPC www.sipc.org. Investment Advisory Services offered through Integrated Advisors Network, LLC (IAN). DFPG and IAN are not affiliated. Third-party posts that appear on this social media site have not been reviewed or approved by DFPG, IAN or its principals for completeness or accuracy, nor does it necessarily reflect the views or opinions of DFPG, IAN or its representatives.

Grove Street Fiduciary is a Wealth and Trust Advisory firm serving families and institutions. As fee-only fiduciaries and investment advisors, Grove Street Fiduciary provides truly objective financial planning and investment advice. The firm does not sell securities, mutual funds or insurance policies, allowing us to make recommendations that are solely in the client's best interest. Each advisor is a CERTIFIED FINANCIAL PLANNER™ professional who also adheres to the high ethical standards of the National Association of Personal Financial Advisors (NAPFA®).

Spencer Financial, LLC is a multi-generational financial services firm specializing in retirement services, investment management, estate planning, and insurance solutions. We have an entrepreneurial culture rooted in historic Sudbury, Massachusetts that has been fueled by decades of hard work on behalf of our clients. At Spencer Financial, we have combined old school values with today’s high tech innovations in communication, research, digital access, and reporting to deliver the latest in tools and services to our clients. We have purposely retained a small, boutique feel in our organization so we can serve each client exactly as we would like to be served – efficiently, personally, and with a high level of contact. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Robbins Farley is a forward-thinking wealth management firm based in Manchester, New Hampshire. We are passionate about helping individuals and families achieve their financial objectives. Our team of professionals help you create a wealth management plan, using our personalized formula of Investment Consulting, Advanced Planning, and Relationship Management. We provide knowledge and insights to help promote positive financial behaviors and outcomes. Robbins Farley is structured around the fundamentals of Direct Access, Team Approach, Client Education, and Transparency. We combine our years of experience and multi-generational perspectives in order to form long-term relationships that encourage communication and education. Our goal is to make a positive impact in the lives of each client with whom we work.

Granite State Retirement Planning, Inc. is an independent, comprehensive retirement planning services firm committed to helping our clients improve their long-term financial success. Our customized programs are designed to help grow and conserve our clients'​ assets by delivering an unprecedented level of personalized service, thus earning us a reputation for excellence in our industry. We take a conservative approach to help you live comfortably today and protect your legacy for the future. Our practice is client centered, specializing in retirement and wealth distribution, and we treat every client in a caring and compassionate manner. As professionals, we are dedicated to excellence and integrity in everything we do. We believe every client has the right to select the financial strategies and techniques that are best suited for them. In order to achieve this goal, we will enhance our client’s knowledge of investments, tax planning and other retirement related issues. We believe that sound, proactive advice and implementation is paramount to a comfortable and happy retirement. Check us out on Facebook, Granite State Retirement Planning, Inc and Twitter, @GSRPNH Securities offered through Triad Advisors, LLC. Member FINRA & SIPC. Investment Advisory services offered through Granite State Retirement Planning, Inc., a Registered Investment Advisor. Triad Advisors and Granite State Retirement Planning, Inc. are not affiliated.

PEAK Financial Services, Inc., is an independent financial services, wealth management, and consulting firm. As independent financial professionals, we have the freedom to provide diverse guidance and insight to our clients. We recognize that each person's situation is different, so we develop a financial plan that focuses on helping you accomplish your personal goals. Accordingly, our approach will be to pursue an in-depth understanding of your financial situation and the personal values you hold as they relate to your investment plan. This approach allows us to forge a strong partnership with you and to assist you as we strive to turn your dreams into reality. The staff at PEAK Financial Services, Inc., are interested in establishing long-term client relationships that are mutually beneficial. This communication is strictly intended for individuals residing in the States of: AZ, CA, CT, FL, IA, MA, MD, ME, NC, NH, NY, NJ, OR, RI, VA No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Securities Offered Through Commonwealth Financial Network, Member FINRA/SIPC, Registered Investment Adviser.

Financial planning and investment management firm with a strong focus on lifetime tax planning.

Triton Financial Group, formerly RKG Financial, is an independent, fee-based financial planning firm committed to providing clients with objective advice, outstanding personal service, and the convenience of one-stop shopping. Being independent enables us to serve the best interests of our clients by offering objective advice, a variety of best of breed solutions, and broad access to the product offerings from the world’s most prestigious financial institutions.

Williams Financial, LLC is an independent, fee-only registered investment advisory firm based in Saratoga Springs, NY, Bennington, VT, and Leominster, MA. Williams Financial, LLC provides financial planning and investment management to individuals, families and small businesses across the United States. Since 2005, Williams Financial, LLC has been a trusted resource to upper-middle income and high-net-worth families and small business owners.

Williams Wealth Management LLC of Nashua, NH is an investment firm committed to the highest standards of integrity, knowledge and professionalism. Our team of skilled financial advisors employs a range of tools and techniques in our financial planning process, always seeking to balance your risk against performance and safety that are essential to meeting your current and future goals. In short, we provide independent, unbiased financial advice and sound financial planning to help you live well. We work for our clients, not for a specific fund family, insurance company or any of the financial services giants. We are free to provide unbiased advice, and can choose independently from a wide variety of investment instruments. Our goal is to provide clarity and guidance, and to find the right solutions for your needs, based on a plan for success. This is our core mission.