Northeast Investment Services

Before starting Northeast Investment Services, Andrew began his career as a Financial Advisor at New York Life and Eagle Strategies. He then went on to become the lead advisor for employee education at one of the largest pension consulting firms in New England. Andrew is a comprehensive financial planner; his areas focus on wealth management, retirement planning, and business executive benefits. Outside of his financial planning, Andrew enjoys golfing, skiing, and playing the piano. Education and Professional Designations: Framingham State University: Business Administration Bryant University: Financial Planning FINRA Series 6 and 63 securities registrations held through LPL Financial; Series 65 held through Global Retirement Partners LLC (GRP)

Before starting Northeast Investment Services, Tom spent five years as a financial advisor at New York Life and Eagle Strategies, and 5 years with one of the largest pension consulting firms in New England as a financial consultant and VP of sales. He brings industry knowledge and a belief that the educated client is the best client. From being a licensed captain to brewing his own beer, no challenge is too daunting for Tom out of the office. He lives with his wife and two children in Plainville, MA. Education and Professional Designations: Bridgewater State University, B.A. Business, and Personal Financial Services FINRA Series 6 and 63 securities registrations held through LPL Financial; Series 65 held through Global Retirement Partners LLC (GRP)

Before becoming a Financial Planner, Matthew worked in the Finance and Accounting field. His background in that field includes tax preparation in public accounting, audit and corporate accounting at CVS Health, and finance associate in private equity. He worked at Providence Equity, the largest private equity firm in Rhode Island. Here, he realized his passion for economics and investments, and his desire to aid individuals in how to manage and grow their wealth efficiently. With this goal in mind, he became a financial advisor at New York Life and Eagle Strategies. He has now brought all his years of experience and knowledge to Northeast Investment Services to better serve the public. Matthew is an involved member of his church where he teaches Sunday School and is part of the church softball team. He and his wife are licensed foster parents for the State of Massachusetts. He lives with his wife, three children, and their foster daughter in North Attleboro, MA. Education and Professional Designations: Rhode Island College, B.S. Accounting, Summa Cum Laude FINRA Series 7 securities registrations held through LPL Financial; Series 65 held through Global Retirement Partners LLC (GRP)