Our group is dedicated to helping clients achieve their financial goals through comprehensive wealth management. The process includes developing and implementing a customized plan focused on accumulating, protecting, and transferring wealth.

Timothy Cavanaugh, AAMS®

Senior Vice President - Financial Advisor, Senior Consulting Group

603-431-3133

Mark Rabbe

Senior Vice President - Branch Director, Consulting Group

603-427-4715
Email |

Kerrin Duffy

Branch Service Mgr/Sr Registered Client Assoc

603-427-4726

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

advisor

Wealth Management Consultant


advisor

Wealth Strategist


advisor

Wealth Planning Associate