Broker Check

Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

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®

Adam M Hogue, MBA, CFP®

Managing Partner & Financial Services Representative

(978) 762-5511

(978) 539-8569

Gordon Ulen, MBA, CPA

Gordon W. Ulen, CPA

Partner & Financial Services Representative

(978) 762-5511

(978) 539-8569

Maria Curro

Maria Curro

Danvers Office Manager/Client Relationship Manager

(978) 762-5511

(978) 539-8569

Melanie Sunnerberg

Melanie Sunnerberg

Client Service Associate

(978) 762-5511

(978) 539-8569

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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