BROAD STREET PLANNING - Key Persons
Job Titles:
- Operations Manager & LPL Registered Administrative Assistant
Anne Dumas has worked in the Financial Services Industry since 1995 and joined LPL Financial in 2004. She is a registered Administrative Assistant. Anne graduated from the University of Massachusetts with a BS in Management and worked at Wang Laboratories in the Corporate Financial Planning Department among other areas for 11 years. She worked at Commonwealth Financial before she joined Broad Street Planning in 2003.
She lives in Nashua, NH and has two sons, David and Geofrey.
Ashley joined Broad Street Planning in November of 2019. She graduated from Saint Anselm College in 2013 with a Bachelor of Arts in Natural Sciences. Ashley resides in Nashua, NH with her significant other Justin and dog Dylan.
Caitlyn joined Broad Street Planning in March of 2022. She studied at Nashua Community College to gain her Associates in Mathematics. She currently resides in Milford, NH with her son, Eddie, and two cats.
Job Titles:
- Member of the 100 Women Who Care of Southern New Hampshire Chapter
JACQUELYN F. CLOUTIER entered the financial services industry in 2016 and is an Investment Advisor Representative with LPL Financial. She graduated from Roger Williams University in 2015 with a Bachelor of Science degree in Finance. Before joining LPL Financial, Jacquelyn worked as a portfolio analyst at John Hancock Investments in Boston and then moved to New Hampshire in 2018 to start her career as an advisor with Merrill Lynch. To better serve her clients, Jacquelyn enrolled in Boston University's Financial Planning Program in 2018 and completed it in January of 2020.
Jacquelyn is an active committee member of the 100 Women Who Care of Southern New Hampshire Chapter. The chapter focuses on highlighting non-profits in the area, educating the members on these organizations and raising money to donate to them.
When Jacquelyn is not working she enjoys spending time with her family and friends, golfing, traveling and taking care of her yard.
Jacquelyn is originally from Methuen, Massachusetts and she currently resides in Nashua with her husband Dave, stepdaughter Brielle, and their Boston Terrier George.
Jared W. Anderson, CFP®, ChFC®: Jed has been in the financial services field since 2003 and joined LPL Financial in 2010. He graduated from The Whittemore School of Business and Economics at The University of New Hampshire and started his career as a financial advisor with MassMutual in Nashua, NH. He qualified for the MassMutual Leaders Club multiple times during his tenure based on revenue, 2004-2007. Jed obtained the Chartered Financial Consultant (ChFC) designation, along with the highly respected Certified Financial Planner (CFP®) designation. After several years with MassMutual, Jed joined Broad Street Planning in July of 2010.
KEVIN J. HALLORAN has been in the financial services field since 1986 and is an Investment Advisory Representative with LPL Financial where he is licensed to offer insurance and registered to offer investments, including individual securities. Kevin is past president of the Nashua Association of Life Underwriters (NAIFA), past president of New Hampshire Association of Insurance and Financial Advisors and served as Chairperson for the National Association of Insurance and Advisor Political Action Committee. In 2007, he was honored as Distinguished Financial Advisor of the year based on his contributions to the industry (1). Kevin earned an undergraduate degree in economics from Southern Connecticut State University and a Masters Degree in Business Administration from Rivier University. He is an active member of the Rotary Club of Nashua, serving as president in 2007-2008, and being recognized as Rotarian of the Year in 2019. Kevin was past president of the St. Joseph Community Services (Meals on Wheels). He also serves on the board for The Huntington of Nashua, currently as Chairman. He is also past Chair of The Huntington of Nashua and past Chair of Silverstone living. He also served as a board member of the United Way of Greater Nashua. He currently serves as a trustee for Rivier University. He was a member of the 1996 class of Leadership Greater Nashua and has moderated the Economy Sessions on numerous occasions.
Kevin has been recognized as a top financial advisor and named to the LPL Financial Patriots Club. The distinction is based on annual production ranking of all registered advisors and is awarded to less than ten percent of the firms approximately 18,000 advisors nationwide.
Kevin resides in Brookline, NH with his wife Eileen and their dog Parker.
Job Titles:
- Trustee
- Member of the First Church of Nashua
entered financial services in 1988 and is an Investment Advisor Representative with LPL Financial. Lori is past president of the Nashua Association of Insurance and Financial Advisors (NAIFA) (1) and a member of the Society of Financial Service Professionals. She has received the 2012 Five Star Wealth Manager Award (2), and has been recognized as a top financial advisor and named to the LPL Financial Patriot's Club. This distinction is based on an annual production ranking of all registered advisors and is awarded to less than eight percent of the firms approximately 18,000 advisors nationwide. She has also been invited to attend the Barron's Top Women Advisors national conference annually since 2015.
A graduate of University of North Carolina-Charlotte, Lori is a Trustee and Past Chairperson of the Hunt Community board and also a Trustee of the Silverstone Living board. She has served as a Director of the Millyard Bank in Nashua since 2019 and is a member of the Rotary of Nashua West club.
Lori is an active member of The First Church of Nashua where she currently serves on the Planned Giving and Trust Committees and has served as Chairperson of the Prudential Committee for several terms. In 2009, she was awarded the Kathryn Brigham Service Award for her service to First Church. She has also served as a Trustee of the Front Door Agency (formerly the Nashua Pastoral Care Center) and served as board president during her tenure. She is a past Trustee of St. Joseph Hospital and the Nashua Soup Kitchen & Shelter and was Co-Chair of the Nashua Soup Kitchen and Shelter Capital Campaign in 2013. In 2014, she was recognized by the Nashua Soup Kitchen and Shelter with the Unsung Hero award for her work with the Soup Kitchen and the Greater Nashua Community. Lori was honored to be a member of the inaugural class of Leadership Greater Nashua in 1995 and she received the Greater Nashua Eminence Award in 2007 as Volunteer of the Year. In 2013 Lori was recognized as one of the 25 Extraordinary Women in Greater Nashua (3) and in 2016, she was named Citizen of the Year by the Greater Nashua Chamber of Commerce (4).
Lori has completed courses in investments, financial planning and estate planning through the American College required for the Certified Financial Planner TM designation. Lori resides in Nashua with her husband, Gary, and daughters, Katherine and Grace.
Michael G. Aquino, AIF® has been in the financial services field since 2004 and is an Investment Advisory Representative with LPL Financial where he is registered to provide access to insurance and investments, including individual securities. He graduated from Northeastern University in 2004 with a degree in Finance and Marketing. Prior experience in the financial services field includes State Street Bank & Trust and Mass Mutual Financial Group. Michael's professional practice focuses on individual wealth management, employer sponsored plans and employee benefit plans. Mike is the Past President of the Humane Society for Greater Nashua. He currently serves as Past President for the iUGO Steering Committee, President for the Rotary Club of Nashua, boarder member for the Greater Nashua Chamber of Commerce and a former board member for the New Hampshire Community College Foundation. In 2013 Mike was awarded "Community Volunteer of the Year" by the Greater Nashua Chamber of Commerce" for his work with the Humane Society for Greater Nashua.
Mike resides in Nashua, NH with his wife Kate and daughter Paige.
Job Titles:
- Fellow, and past President of the Souhegan Valley Rotary Club
THOMAS N. TESSIER, a life-long Nashua resident, entered the financial services field in 1978. Prior to that, from 1967 to 1970 he served 5 combat tours of duty in Vietnam. He is a life member of many Veterans groups, including DAV, VFW...