Broker Check

Our Team

Mark McCormack, CFP®, CLU®

Managing Partner, Financial Planner

508-453-9813

508-453-9801

[email protected]

In the midst of his mother’s sudden passing in 2002, Mark McCormack found his new career. Conversations with her financial advisor as he settled her estate confirmed for him that he wanted to become a Certified Financial Planner....

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McCormack Team

Sara Poshkus

Sara Poshkus

Client Service Manager

508-453-9812

508-453-9801 

Gary Guglielmello, CFP®, MBA

Managing Partner, Financial Advisor

508-453-9808

508-453-9801

[email protected]

Gary Guglielmello took an unusual path after graduating from Nichols College. Armed with an accounting degree, he spent three years in corporate accounting, then transitioned into the small business world for five years. That...

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Guglielmello Team

Aaron Kohl

Aaron Kohl

Financial Advisor

508-453-9807

508-453-9801 

Kristen Jenkins

Kristen Jenkins

Client Service Manager

508-453-9804

508-453-9801 

Eric Riggin, CRPC®, CLTC®

Managing Partner, Financial Advisor

508-453-9819

508-453-9801

[email protected]

For Eric Riggin, a career in financial planning presents multiple ways to help others. To him, it’s “the best job in the world,” one that he’s enjoyed for nearly 20 years. Working by referral only, Eric takes a...

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Riggin Team

Jim Nelson, CFP

Jim Nelson, CFP

Financial Advisor

508-453-9819

508-453-9801 

Pam Houlihan

Client Service Manager

508-453-9806

508-453-9801 

Terri Speer

Terri Speer

Client Service Manager

508-453-9810

508-453-9801 

Anthony Lopopolo

Managing Partner, Financial Advisor

508-453-9811

508-453-9801

[email protected]

Growing up in Worcester, Anthony Lopopolo loved reading about world events in Barron’s and The Wall Street Journal. While this prompted a lifetime interest in finance, a co-op experience in college led him first to industrial...

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Lopopolo Team

Lisa Bousquet

Lisa Bousquet

Client Service Manager

508-453-9815

508-453-9801 

Gary Holland, CFP®, CIMA®

Managing Partner, Financial Advisor

978-400-5173

978-696-3044

[email protected]

Gary W. Holland, CFP®, co-founded Archstone Financial in 2015 with a vision to create an organization built around a team concept and dedicated to serving clients first. He is passionate about partnering with clients in creating a...

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Holland Team

Christopher Campbell

Financial Advisor

508-453-9805

508-453-9801

[email protected]

While Boston Magazine named him a Five Star Award winner in 2015 as a wealth manager, Chris Campbell considers himself a planner first. He walks his clients through the “what ifs” of life, providing guidance and peace of...

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Campbell Team

Edward J. Connor Jr.

Edward J. Connor Jr.

Business Development Officer

508-453-9809

508-453-9801 

Lisa Bousquet

Lisa Bousquet

Client Service Manager

508-453-9815

508-453-9801