Broker Check

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits for our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Adam M Hogue, MBA, CFP®

Managing Partner & LPL Financial Advisor

(978) 762-5511

(978) 539-8569

Adam M Hogue started his career in financial planning after serving 4 years of active duty in the United States Army as an Airborne Officer. He worked for both large and small financial firms before starting his own Registered...

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Gordon W. Ulen, CPA

Partner, LPL Financial Advisor & Client Tax Advisor

(978) 762-5511

(978) 539-8569

Gordon Ulen, CPA the Owner and Principal of Tax Planning & Preparation and a Registered Representative with LPL Financial and holds Series 7 and 66 securities licenses. Gordon has a Bachelors degree in Business from UMass Lowell and an...

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Jackie Soucy

Client Service Associate

978-762-5511

(978) 539-8569

Jackie is the newest team member to Ulen & Hogue Financial.

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Maria Curro

Danvers Office Manager/Client Relationship Manager

978-762-5511

978-539-8569

Maria joins us with years of experience in the financial services industry. She plays a crucial role assisting Ulen & Hogue Financial on all matters concerning client services. Truly a lady who wears many hats gracefully, she allows...

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Susan Riley

Haverhill Office Manager

Susan brings over 12 years of office management experience to Ulen & Hogue Financial . Susan has thorough knowledge of office operations and is the glue that keeps our office running.

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