GREEN FUTURE WEALTH MANAGEMENT - Key Persons
Job Titles:
- Associate
- Client Service Associate
Allison Zybert is a client service associate at Green Future Wealth Management. With years of experience working within financial advisory practices, she has a strong understanding and background in client relations. She has a great passion for helping others and working as a part of a team. She received her bachelor's degree at the University of Elms College. She looks forward to getting to know all of the clients at Green Future Wealth Management and helping them to achieve their financial goals. When not at work, she enjoys golfing, skiing, staying active and spending quality time with her husband, two young boys, Teddy and Charlie.
Job Titles:
- Wealth Management Assistant
Gaby grew up in France, and has a B.A. in film and comparative literature from the University of Montreal and a B.F.A. in film animation from Concordia's Mel Hoppenheim School of Cinema. She moved to New Hampshire in 2011 to live with her husband. She has 2 children, the youngest was born in Amsterdam, Netherlands, where the family lived for 18 months. Gaby has served on the Board of Enfield's Mascoma Cooperative Preschool since 2019. She enjoys photography, reading, baking, traveling, video editing and spending time with her family and friends. Gaby is excited to venture into the world of finance to assist advisors in providing personalized financial services to best-fit clients' needs.
Jasen Dahm - Chief Investment Officer
Jasen, a CFA charterholder, oversees the development and management of internal investment portfolios for Green Future Wealth Management. As a licensed CPA, he also specializes in customized advanced planning solutions for short and long-term income tax liability minimization. Chief Investment Officer role is internal only to Green Future Wealth Management and does not apply to Cambridge Investment Research Advisors, Inc.
Job Titles:
- Senior Vice President, Wealth Advisor
Karen assists her clients to develop a financial roadmap that guides them through life's many transitions. She empowers her clients to invest their money to achieve their future goals. With more than 15 years experience in the investment and financial planning industry, Karen's unique approach helps clients align their financial goals with their values.
Trained as an environmental scientist, Karen received her M.S. from the Harvard School of Public Health and her B.S. from Rutgers University. Her deep-rooted environmental background spurred her interest in sustainable investing. Karen joined Domini Impact Investments, an investment firm offering sustainable mutual funds, and engaged with companies and other stakeholders on a variety of environmental, social, and governance issues such as climate change, sustainability reporting, human rights, and corporate governance. Working with environ mental groups and other shareholders, she brokered an agreement between Kimberly-Clark and Greenpeace that committed the company to sustainably source its paper pulp in exchange for Greenpeace ending its boycott against the company.
Karen enjoys spending time outdoors with her family and friends, where she can be found on the trail or on the water. She is also an avid baker, and especially likes trying out new recipes for her family and friends.
Karen holds the FINRA Series 7 and 66 licenses and is licensed for life, health, and variable insurance.
Michael is an Enrolled Agent (EA) and licensed by the Internal Revenue Service to provide tax services. He has dual bachelor's degrees in political science and economics from Boston University and an MBA, with a concentration in Finance and Accounting, from UMass/Boston. Michael has worked for H&R Block, the Internal Revenue Service, the Massachusetts Department of Revenue, Fidelity Investments, the Boston Company, and several large retail corporations.
In his free time, Micahel enjoys spending time with his family, traveling and exploring new restaurants. As a big history buff, Michael is a long-term colonial reanactor focusing on immersive living history.
Job Titles:
- Founder
- Founder, Wealth Advisor
Nick has worked side by side with clients as a financial advisor for over 15 years. He founded Green Future Wealth Management to provide holistic financial planning that is independent, and deeply rooted in the values of his clients. He has been recognized by Forbes as one of the Top Next-Gen Wealth Advisors in the country.
Nick specializes in helping clients with complex retirement income planning, particularly integrating government pensions and Social Security plans with invested assets to maximize income, tax efficiency, and legacy benefits. He also works with clients to help them align their values with their financial planning, through the use of socially responsible and values-based investments and charitable funds.
Nick holds the FINRA Series 7, 63, and 65 licenses and is life, health, and variable insurance licensed. He is also a Certified Financial Planner™ professional, Chartered Financial Consultant®, Chartered Life Underwriter®, and Chartered SRI Counselor®.
When not at the office, Nick enjoys spending time with his wife, Kendra, and four children, Violet, Elliott, Henry, and Cosette. A classical musician, Nick is an avid supporter of the arts and an occasional classical bassoonist. He also enjoys cooking, traveling, and Friday pizza and game night with his family.