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Thank you for taking the time to stop by to learn about who we are and how we may be able to help you. As the President of Peabody Wealth Advisors, I am proud of the hard work and effort our team members bring to our clients each and every day. We are passionate about providing a superior client experience along with independent, objective and professional financial advice to our clients.
Helping others and creative problem solving have always been my motivation and are what led me to the financial planning world over 20 years ago. As for my credentials, I am a proud graduate of North Adams State College (now Massachusetts College of Liberal Arts) with a B.S in Business Administration with concentrations in Finance and Management. I hold FINRA Series 7, 63 and 65 securities licenses with LPL Financial. I also hold the Accredited Investment Fiduciary® and Certified Plan Fiduciary Advisor designations. In addition, I am a Massachusetts Licensed Insurance Adviser as well as a Licensed Insurance Agent.
I am forever grateful to my parents for helping provide me the building blocks of success as a financial planner. I credit my mom with instilling in me a strong financial background, fiscal discipline and the conservative strategy of “preparing for a rainy day”. While my mom demonstrated that disciplined savings and investing grows wealth, my dad modeled the values of work ethic and sacrifice in order to reach both personal and professional goals. My dad also taught me to not take myself too seriously and to instill humor into my life.
Despite my unwavering commitment to the financial services industry, given the chance, I would own a waterfront bar and grill on the white sand beaches of Florida, where I could capture the essence of myself - my passion for family, fun, fishing, travel and music under the backdrop of a perfect sunset. I can think of no better way to enjoy a weekend than taking a road trip with my wife and friends - which is indicative of my determination to live life to the fullest.
We are passionate about giving back to the local communities that help support Peabody Wealth Advisors. I currently serve on the finance committees of the Northeast ARC and the Peabody Area Chamber of Commerce, where I served as Chairman of the Board of Directors in 2018-2019. I also donate my time to support many local initiatives such as the Young Entrepreneurs Academy (Yea!) Peabody, Northeast Arc and North Shore Community Action Programs (NSCAP). These opportunities provide me the chance to share my expertise and insight in the service of others.
As a CFP®, I specialize in financial planning and have worked in the financial services industry since 1997. My professional background includes working for firms like Merrill Lynch, Edward Jones, Stoddard Financial and Peabody Wealth Advisors. Driven to help individuals, families, business owners and not for profits pursue their financial goals through a goals-based comprehensive planning approach, I dedicate myself to educating clients while getting to know them to understand what is important to them.
I hold my Certificate in Financial Planning from Boston University and have a B.S. in Political Science from Salem State College. I’m a CERTIFIED FINANCIAL PLANNER™ practitioner, as well as a Licensed Life, Accident & Health Insurance Agent. I also hold Series 7, 63 and 66 Registrations with LPL.
During my off-hours, I enjoy reading, cooking, fishing, coaching youth sports and sharing time outdoors with my family enjoying all that New England has to offer. Speaking of New England, I count the region among my gifts in life, thanks to its mountains, beaches and history. An avid reader and advocate of education, I enjoy coaching his kids and could talk for hours about my family.
My parents led by example and taught me from a young age about the value of helping others as much and as often as you can. Bottom line: always practice generosity. Practicing what I preach about generosity, I was appointed to Peabody’s Community Development Authority in 2017 by Peabody Mayor Ted Bettencourt and serve on the Board of Directors for the Peabody Area Chamber of Commerce, Board of Overseers at Salem State University, Board of Directors for Citizens Inn, and volunteer my time as a Peabody Youth Soccer and Lacrosse Coach.
Like many before me, I entered the financial services industry out of genuine curiosity, love for people and a desire to help others. One of the highlights of being a financial planner is the ability to guide individuals through relationship-based planning. As such, I focus on discovering what is important to my clients and setting efficient goals, so they can concentrate on the things they love. Having grown up in a household run by two professors, I recognize the power of education and carry it into my practice. My goal is to provide a unique experience no matter where my clients are in their journey - from accumulating wealth to distributing and preserving assets, it’s important to determine what strategies are right for them.
As a first-generation Russian immigrant, I’ve had a personal passion to become financially independent and empowered. In 2008, after earning my master’s degree from the University of Hartford, I set out to find a strategist role that would allow me to study people and organizations. Unfortunately, the Great Recession of 2009 did not allow me the opportunity to become a consultant. However, it did provide a welcoming entry into the world of financial services. I started out as a long-term care advisor, which followed several years providing banking and wealth management services until joining Peabody Wealth Advisors as an LPL financial planner. This allowed me to provide independent, objective advice to my clients and work directly for them instead of a large financial institution. I seized the opportunity, embraced it and began the hard work of increasing my expertise and building my practice.
I currently hold Series 6, 7, 63 and 65 securities registrations with LPL Financial along with Life, Accident and Health Insurance licenses. I obtained my bachelor of arts degree from Westfield State University in 2004 and graduated with a Master’s in Organizational Leadership and Psychology in 2008 from the University of Hartford.
Outside of work, I am passionate about yoga and meditation. I am a certified yoga instructor and use mindfulness skills to build awareness and need for financial planning. I am also a member of Saint Nicholas Russian Orthodox Church in Salem, MA where I spend many of my Sundays and have the opportunity to speak Russian. I live with my husband, Christopher and our children, Sofia and Aleksei, in Beverly, MA.
I’ve worked within the financial services industry since 2007. I joined the team at Peabody Wealth Advisors with over 20 years of experience in client service and sales. In my role, my primary responsibility is to manage and enhance the overall client experience by providing a concierge level of service. I work closely with our advisors to ensure client needs are being met proactively and addressed in a timely manner.
Some of the ways I help clients include convenient scheduling, simplified account establishment, setting up online account access, contribution/distribution of funds, updating accounts/beneficiaries, proactive service calls and doing research. I’m frequently making phone calls behind the scenes to free up our client’s time to solve issues quickly and accurately.
When I’m not connecting closely with clients, I enjoy spending time with family and friends lakeside in New Hampshire, gardening, golfing, boating and riding motorcycles taking in new destinations and living life to the fullest.
Hello! My name is Caroline, and I am the Marketing Manager at Peabody Wealth Advisors. My focus is to further develop the company’s social media presence, promote educational content with blogs and videos, and enhance client experience with online services and events. I’m committed to helping show the local community and beyond about what makes Peabody Wealth Advisors stand out amongst their peers.
Before joining Peabody Wealth Advisors, I spent 30 years working in both the public and private sectors. After attending Salem State College and earning a B.S. in Sports, Fitness and Leisure/ Physical Education, I spent 10 years working with children in the education and recreation field. I then earned an A.S. from North Shore Community College and worked for 20 years in the Allied Health field as a Physical Therapist Assistant. I am looking forward to using my skills as an educator and experience with client interaction to enable the team of professionals at Peabody Wealth Advisors to continue to provide a personalized, high-quality experience to those seeking help with their financial goals and dreams.
In my spare time, I enjoy traveling, visiting breweries and eclectic restaurants, and enjoying the great outdoors with my husband, Mike. I’m especially passionate about attending and photographing live music events and traveling across the U.S. to follow my favorite bands, all while spending time with my fellow music-loving friends along the way!
As the Client Service Associate with Peabody Wealth Advisors, I partner with advisors to provide support on administrative tasks and client management functions. I bring over 20 years of experience in the banking and financial services industry to my role and prior to joining LPL, I served as a Transition Consultant at MetLife / MassMutual. I also worked at Vanguard for 15 years in a variety of roles including serving as the primary point of contact while coordinating transfers, opening new accounts, and reviewing forms. I provided excellent customer service for high-net-worth investors and played a central role in resolving client issues.
I hold the FINRA Series 6 and 63 licenses in addition to my Bachelor’s Degree in Business Administration with a concentration in Finance from Strayer University.
Born and raised in Louisiana, I moved to Charlotte, North Carolina in 1995. I lived in Germany for several years and have traveled extensively throughout Europe. I have one son, and greatly enjoy walking, reading and traveling.