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Michael J. McNamara, Ph.D, CFP®
Senior Partner, Advisor
- CERTIFIED FINANCIAL PLANNER™ 1992
- Named one of the 25 Best Financial Planners in Massachusetts by Boston magazine in March 2006 and named one of the top 100 independent advisors in America in Registered Rep Magazine's August 2007 and April 2008 issues
- Life, Disability, and Long-Term Care Insurance licensed 1981
- Accredited Investment Fiduciary® (AIF®) as of 2006
- Certified Long-Term Care Specialist 2002
- Radio Talk Show Host - “McNamara on Money” can be heard on WATD (95.9 FM) in Marshfield, Massachusetts, on Saturday mornings from 8:30 a.m.-10:30 a.m. The show is webcast live and can be heard on http://www.959watd.com.
- Master's (1978) and Doctorate (1980) in Education from Boston College
- B.S. in Biology from Tufts University 1970
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Justin J. McNamara, CFP®
Partner, Advisor, Director of Investments
- CERTIFIED FINANCIAL PLANNER™ 2010
- Life, Disability, and Long Term Care Insurance Licensed 2002
- Bachelor of Science in Finance from Providence College 2002
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Alyssa McNamara Reed, CFP®
Partner, Advisor, Planning and Insurance Specialist
- CERTIFIED FINANCIAL PLANNER™ 2011
- Certified in Long-Term Care 2007
- Life, Disability, and Long Term Care Insurance Licensed since 2006
- B.S. in Mechanical Engineering, Villanova University 2003
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Kirk B. Reed
Advisor, Planning Specialist
- B.S. in Mechanical Engineering, Villanova University 2003
- General Business Minor, Villanova University 2003
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