For more than 38 years, Eric has been helping clients develop customized strategies for meeting their financial goals. He has the Accredited Asset Management Specialist (AAMS®) professional designation, which is awarded by the College for Financial Planning to financial professionals. Eric lives in Dover, Massachusetts, with his wife, three children, and enjoys being involved in his community. He currently sits on the University of Vermont foundation leadership council and has held several other board positions with UVM in the past. He is currently also involved as class agent with the Middlesex School, and has held positions with WGBH, Dover Sherborn Education fund, and Pilgrim Church in Sherborn. In his leisure time Eric enjoys golfing, tennis, biking, gardening, skiing, and taking walks with his dogs.

Steve carries more than 13 years of industry experience starting his career at AG Edwards and its successor firm Wells Fargo before joining RBC Wealth Management. He is a graduate of Bentley University with a bachelor’s degree in finance. Steve has passed the Series 7, 63 and 65 exams and holds his life and health insurance licenses. He started his career as a Client Associate helping to service the day to day needs of clients before moving into the role as a Senior Financial Associate. Steve now focuses his time on developing customized strategies for clients to meet their financial goals. In his free time away from the office Steve enjoys spending time with his family, golfing and is an avid New England sports fan. Steve lives in Weymouth, Massachusetts, with his wife and two daughters.

 

Angelina graduated from Bridgewater State University with a Bachelor of Science degree in finance and management information systems and has more than 12 years’ experience in the investment industry. She is responsible for all aspects of the client service experience for the Burt Financial Group by coordinating all client meetings and overseeing client communication and client account maintenance. Angelina facilitates the relationships of all of the client’s financial professionals, such as their attorneys and tax advisors, and is the primary service contact. She currently resides in Walpole with her husband and their two daughters. In her free time, Angelina enjoys spending time with friends and family, and traveling.

Robert is an engaging communicator holding a bachelor's degree from Boston University. He began his career at Brown Brothers Harriman & Co. before joining RBC. Robert likes to spend his free time relaxing on the New England coast, and skiing in the White Mountains.