About us

Eric is a Managing Director with RBC Wealth Management, in Wellesley, Massachusetts. For more than four decades, he and his team have helped individuals, families, businesses, and private foundations build thoughtful wealth management strategies designed to support what matters most to them.

He launched his practice in the early 1980s with a simple belief: when your money is working for you, you’re free to focus on what truly matters in life. Eric and his team strive to deliver peace of mind by serving as trusted advisors to their clients. They take time to understand each client’s goals and priorities, then build personalized strategies to help bring those goals to life. What drives their work is the satisfaction of seeing clients thrive—whether that means supporting their family, growing their business, giving back to their community, or planning for future generations.

Eric’s commitment to service extends well beyond his professional life. His involvement with UVM began in Boston in the 1980s and grew into a long-standing leadership role on the Boston Regional Board, where he ultimately served as President. He later served on the Alumni Council and now holds a position on the Foundation Leadership Council. As a member of the UVM Foundation Board of Directors, Eric focuses on the Finance and Investment Committee, helping oversee management of the university’s endowment. He has also served on WGBH’s Executive Council, the Middlesex School Alumni Board, the Dover-Sherborn Education Fund, and in various leadership roles at Pilgrim Church in Sherborn, Massachusetts.

Eric, his wife and their dogs split their time between Dover, Massachusetts, and New London, New Hampshire. He is a proud parent to three grown children, including the youngest, a member of UVM’s class of 2027.

Steve brings more than 19 years of experience in the financial services industry, beginning his career at A.G. Edwards and its successor firm Wells Fargo before joining RBC Wealth Management. Over the course of his career, he has developed a strong foundation in client service, investment strategy, and comprehensive financial planning.

A graduate of Bentley University with a bachelor’s degree in Finance, Steve has passed the Series 7, 63, and 65 exams, as well as life and health insurance licenses. Steve began his career as a Client Associate, where he built a deep understanding of servicing clients’ day-to-day financial needs. He later advanced to Senior Financial Associate and now focuses on developing customized, goals-based strategies designed to help clients build, preserve, and transition wealth with confidence.

Outside of the office, Steve lives in Hingham, Massachusetts, with his wife and two daughters. Steve has served as coach for his daughter’s soccer team and when not on the sideline coaching, he is cheering his daughters on at gymnastics, swim and lacrosse. Steve enjoys spending his free time with family, traveling, golfing and following the New England sports teams.

With more than 15 years of experience in the investment industry, Angelina plays a vital role in delivering a seamless and comprehensive client experience at Burt Financial Group.

Angelina oversees all aspects of client service operations, ensuring that each client relationship is handled with care, precision, and responsiveness. Her attention to detail and strong organizational skills help ensure that client portfolios are accurately maintained and aligned with their financial plans. In addition to supporting advisors with financial planning implementation, Angelina serves as the primary point of contact for clients, proactively addressing questions, resolving service needs, and guiding them through administrative processes with clarity and efficiency. Angelina also collaborates closely with attorneys, accountants, and tax advisors to ensure a coordinated approach to wealth management. Her ability to manage these relationships helps create a cohesive strategy designed to support each client’s long-term goals.

She currently resides in Walpole with her husband and their two daughters. In her free time, Angelina enjoys spending time with family and friends and traveling.

Amelia joined the Burt Financial Group in 2025. Prior to that, she graduated from Trinity College in 2021, and she worked for 4.5 years as a Paralegal/Legal Assistant, focusing on municipal litigation, real estate litigation and estate planning matters. She provides a reliable point of contact for all client needs, inquiries and support, fostering long-term relationships. She is responsible for account administration, requests and operational transactions.

Amelia lives in Boston and enjoys spending time with her family and friends, playing golf, watching hockey, trying new restaurants and traveling.