Advisors
Advisors
Paul helps clients achieve their financial goals. Paul works with people of all ages and income levels, including families saving for homes, college and retirement, retirees, business owners, and people in life changing situations.
Interested in learning how I can help you take control of your financial future? Come in for a complimentary meeting to discuss your financial. Please complete this form and I will get in touch with you shortly.
As a financial advisor with Concord Wealth Management, Jim helps his clients prepare for a secure financial future with strategies that are focused on individual needs. Jim has been in the financial services industry for more than 20...
Interested in learning how I can help you take control of your financial future? Come in for a complimentary meeting to discuss your financial goals. Please complete this form and I will get in touch with you shortly.
Cara Sullivan Drew is a Financial Advisor with Concord Wealth Management where she works with individuals and families designing both short-term and long-term financial saving strategies. She started her career in estate planning after...
Interested in learning how I can help you take control of your financial future? Come in for a complimentary meeting to discuss your financial goals. Please complete this form and I will get in touch with you shortly.
Nathan J. Fox is a Financial Advisor with Concord Wealth Management where he works with individuals, families and business owners as well as has a mentoring role coaching new advisors at the firm...
Interested in learning how I can help you take control of your financial future? Come in for a complimentary meeting to discuss your financial goals. Please complete this form and I will get in touch with you shortly.
Ben joined Concord Wealth Management in 2017 as an Advisor. Ben enjoys helping clients reach their short and long-term financial goals focusing on: retirement planning, college education funding, and income and asset protection. He has...
1.) Your why (why are you in this line of work) My own personal story where I lost my mother at age 21 and my husband 6 years ago- has taught me the importance of planning for the unexpected so a family has time to grieve and stay on...
Jeffrey P. Spencer joined Concord Wealth Management in 2015 as an Advisor. Prior to coming to Concord Wealth Management, Jeff held positions at New York Life and Northwestern Mutual. Jeff enjoys working with clients to establish their...
Interested in learning how Jake can help you take control of your financial future? Come in for a complimentary meeting to discuss your financial goals. Please complete this form and I will get in touch with you shortly.
Benjamin J. Zimbel joined Concord Wealth Management in 2015 as an Advisor, having previously worked with McAdam Financially Advanced, where he served on the Advisory Council and was honored with a Gold Team Award for achieving top...
