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OUR ADVISORS- NEW HAMPSHIRE

 

Nathan Auclair, CLTC Photo
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Nathan Auclair, CLTC

Salem, NH


Nathan Auclair, CLTC

SENIOR VICE PRESIDENT

NAUCLAIR@BOSTONPARTNERSLLC.COM

978-689-6987



POINTES NORTH WEALTH MANAGEMENT

23 KEEWAYDIN DRIVE, SUITE 205

SALEM, NH  03079


IN HIS ROLE

Nathan has been assisting families, businesses and professionals in the accumulation and protection of wealth since 1994. It is Nathan’s philosophy to provide his clients with objective financial solutions to their individual financial goals with a keen focus on follow-up service. He also strives to build deep relationships with his clients so that he continually stays abreast of their ever-changing needs. 

EXPERIENCE

Nathan has always been entrepreneurial and very interested in Financial Services. While attending college at Boston University, he earned his Bachelor of Science Degree in Finance, and started a painting business which helped support his career early on. Now, a senior member at Boston Partners, Nathan serves on the firms Advisory Board and was instrumental in the design of a unique mentoring program. 
Nathan is a leader amongst his peers in the industry. He is ranked as a top performing financial advisor, qualifying for fifteen ACE Conferences through Signator Investors, Inc. ACE signifies “Achieving Client Excellence” and in 2018, Nathan was inducted into the Signator Hall Of Fame.

ABOUT ME

Originally from Somers, Connecticut, Nathan currently resides in Danville, New Hampshire with his wife Kristi and their children, Brady and Kaitlin. As a family, they spend a lot of time enjoying outdoor activities as well as watching and supporting the local Boston sports teams. Competitive by nature, Nathan likes to stay active by practicing martial arts and running. 

HALL OF FAME DISCLOSURE

 ACHIEVING CLIENT EXCELLENCE DISCLOSURE

Registered Representative/Securities and Investment Advisory Services offered through Royal Alliance, Inc. (RAA) member FINRA, SIPC.  RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of   any one client's evaluation.

Brent Balloch, CFP®, ChFC® Photo
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Brent Balloch, CFP®, ChFC®

Salem, NH

S. Brent Balloch, CFP®, ChFC®

SENIOR VICE PRESIDENT

BBALLOCH@BOSTONPARTNERSLLC.COM

978-689-6949


Pointes North Wealth Management

23 Keewaydin Drive, Suite 205

Salem, NH  03079


Brent assists families, individuals, and business owners in achieving their unique financial goals.  It is Brent’s standard to provide unparalleled commitment, service and enthusiasm towards identifying, creating and achieving his client’s personal and financial aspirations in the areas of accumulation, protection and distribution of wealth.  Put simply, Brent helps his clients address the basic and critical financial questions: Where am I financially? Where do I want to be? What is the most effective way to get there?

As a top advisor at Boston Partners Financial Group, LLC, Brent has access to a sophisticated variety of resources.  Brent is able to capitalize on the relationships Boston Partners has within the financial network, but values the opportunity to utilize a diverse range of companies to best suit each of his individual client’s unique goals.

From the beginning of his career in 2003, Brent has been acknowledged for his outstanding performance as a financial advisor.  In 2004 he was named the “New Associate of the Year,” putting him at the top of his advisory class.  He has also qualified for ACE Conferences, “Achieving Client Excellence” (ACE) since 2007. ACE is a qualification unique to the John Hancock Financial Network (JHFN) which puts Brent in an exclusive group of top ranking financial professionals. Of the thousands of financial professionals in JHFN, only the top 250 are selected to attend this annual conference.  As a leader among his co-workers, Brent was also elected to sit on the Boston Partners Advisory Board in 2013.  He has also been named as a recipient of the Five Star Wealth Manager Award as seen in Boston Magazine since 2014.

Brent earned his B.S. in Business at Bryant University where he played both football and rugby.  He graduated Magna Cum Laude and was invited to be a member of the Beta Gamma Sigma Business Fraternity.  Brent obtained the prestigious Certified Financial Planner™ designation (CFP®) after completing his course work at Merrimack College in 2007, and most recently earned his ChFC®designation.

Brent is from Glastonbury, Connecticut and currently resides in Derry, New Hampshire with his wife Tricia and their three children.  When he is not assisting his clients, Brent enjoys exercising, hiking, skiing and cheering on Boston sports teams, but spends most of his free time with his family.

Brent invites you to take the first step:
Learn how you can answer the question “Where am I?”
with the Wealth Station.


ACHIEVING CLIENT EXCELLENCE DISCLOSURE 

FIVE STAR DISCLOSURE

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of                                                                        any one client's evaluation.

 Registered Representative/Securities and Investment Advisory Services offered through Royal Alliance, Inc. (RAA) member FINRA, SIPC.  RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

Christopher Benoit CFP®, CHFC®, CLU Photo
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Christopher Benoit CFP®, CHFC®, CLU

Concord, NH


Christopher Benoit CFP®, CHFC®, CLU

EXECUTIVE VICE PRESIDENT

cbenoit@bostonpartnersllc.com

603-225-6653 ext.123

603-225-1986 (Fax)


13 Chenell Drive, Suite 1

Concord, NH  03301

Christopher has built a career catering to the financial planning needs of individuals, families, and small businesses since 1986.

By providing timely, reliable, trustworthy, and forward-thinking advice, Christopher is able to serve as a professional financial resource to his clients. It is his goal to provide each of his clients with his full attention by offering a lifetime of consistent and thoughtful follow-up. Christopher takes a holistic approach to financial planning, analyzing his client’s situation from the smallest detail to the most complex.

Christopher is a top Advisor at Boston Partners Financial Group, LLC. Through his affiliation with Boston Partners, Christopher has access to a wide range of financial products and services through many different companies.  These services include Retirement Planning, Estate Planning Strategies, Wealth Accumulation, College Funding, Risk Management and Business and Succession Planning.

Christopher has also “Achieved Client Excellence” (ACE) numerous times in his career. Qualifying for ACE, a qualification unique to Signator Investors, Inc. (SII), puts Christopher in an exclusive group of top ranking financial professionals.

In 2012, Christopher was inducted into the SII Hall of Fame, an award earned for being among “the best of the best” in Signator. Since the 1950’s only 187 financial professionals have joined this elite group.

Christopher graduated Magna Cum Laude from Plymouth State University with a Bachelor’s Degree in Business Administration.  During his career, he has completed coursework for various accreditations, including earning his Certified Financial Planner (CFP) designation, along with earning the Chartered Financial Consultant (ChFC), and Chartered Life Underwriter (CLU) designations from the American College in Bryn Mawr, Pennsylvania.

Christopher is originally from Saint Albans, Vermont and currently resides in Bow, New Hampshire with his wife Diane and their four children.  When he is not assisting clients, Christopher is very active in coaching youth athletics, volunteering at his children’s schools, and playing his favorite sports.  His favorite pastime is taking vacations and traveling to see the world with his family.

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ACHIEVING CLIENT EXCELLENCE DISCLOSURE

HALL OF FAME DISCLOSURE

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

Registered Representative/Securities and Investment Advisory Services offered through Royal Alliance, Inc. (RAA) member FINRA, SIPC.  RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

Dana Boudreau Photo
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Dana Boudreau

Dover, NH

Dana Boudreau

ASSISTANT VICE PRESIDENT

dboudreau@bostonpartnersllc.com

603-743-4427

603-743-4348 (Fax)


680 Central Avenue, Suite 301

Dover, NH  03820

John Finnegan Photo
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John Finnegan

Concord, NH


John Finnegan

SENIOR VICE PRESIDENT

jfinnegan@bostonpartnersllc.com

603-225-6653 ext. 120

603-225-1986 (Fax)


13 CHENELL DRIVE, SUITE 1

CONCORD, NH  03301

Bryan D. Fenn, CLU, CHFC®, CASL Photo
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Bryan D. Fenn, CLU, CHFC®, CASL

Concord, NH

Bryan D. Fenn, CLU, CHFC®, CASL

SENIOR VICE PRESIDENT

bfenn@bostonpartnersllc.com

603-225-6653 ext.152

603-225-1986 (Fax)


13 CHENELL DRIVE, SUITE 1

CONCORD, NH  03301


Bryan has been assisting families, individuals, and small businesses achieve their unique financial goals for over 27 years.

As an experienced and knowledgeable financial professional, Bryan has been recognized for his accomplishments throughout his career.  He has been a Qualifying Member of the Million Dollar Round Table (MDRT) and a member of the Pinnacle Club.  The John Hancock Financial Network (JHFN) has recognized Bryan for “Achieving Client Excellence” (ACE), a unique qualification JHFN only bestowed on the top 250 financial professionals within its multinational network.  Bryan has been recognized for this achievement over ten times in his career which also includes him as a member of John Hancock’s Inner Circle.

He earned his BA in Business Management/Mathematics from Plymouth State University.  Throughout his career, Bryan has been dedicated to furthering his knowledge through education.  He has earned his Life Underwriting Training Council Fellow (LUTCF) designation from The National Association of Life Underwriters.  Bryan also earned his Chartered Financial Consultant (ChFC) designation, Chartered Advisor for Senior Living (CASL) designation and the Chartered Life Underwriter (CLU) designation from The American College.  

Bryan’s mission is to provide his clients with superior financial advisement while helping them achieve their financial goals.  He prides himself on the long-standing relationships he has established with his clients and their enthusiastic introduction to their family and friends.

As a top Advisor with Boston Partners Financial Group, LLC, a member of the John Hancock Financial Network, Bryan has access to a variety of financial products and services.  These services include Retirement Planning, Wealth Accumulation, Estate Planning Strategies and Risk Management.

Bryan is from Lyndonville, VT and currently resides in Londonderry, NH with his wife Holly and their sons Joshua and Jeremy.  Bryan is an active member of the community and coaches high school football for Windham High.

 

 MILLION DOLLAR ROUND TABLE DISCLOSURE

ACHIEVING CLIENT EXCELLENCE DISCLOSURE

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

Registered Representative/Securities and Investment Advisory Services offered through Royal Alliance, Inc. (RAA) member FINRA, SIPC.  RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

Greg Hopkins Photo
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Greg Hopkins

Barrington, NH

Greg Hopkins

HBL GROUP, LLC - PARTNER

greg@hblfinancial.com

603-280-4181

603-280-4199 (Fax)


9 Colonial Way, Suite A

Barrington, NH 03825


Greg Hopkins has been assisting families, individuals, and small businesses achieve their unique financial goals for more than 10 years.

Based in Rochester N.H. and servicing New England Greg’s focus is to provide his clients peace of mind through realizing their financial goals and insurance needs.  Greg works with the idea in mind that customer service, trust, faith, hard work and face to face interaction is the way business should be done.

Before launching HBL Greg worked at a leading Insurance and Investments company where he achieved conference level qualification and qualified for The Million Dollar Round table, a standard of excellence in the business.

Through Greg Hopkins affiliation with HBL Group, Insurance and Financial Services, he has access to John Hancock products as well as a variety of financial products and services from many other top carriers.  These services include Retirement Planning, Life Insurance, Wealth Management, Asset Protection, Long-Term Care Insurance, and Disability Income Insurance.

Greg Resides in Milton New Hampshire with his wife Jessica and beautiful baby girl named Ellie.  He enjoys golf, basketball, boating and time with family and friends.


 MILLION DOLLAR ROUND TABLE DISCLOSURE

Securities offered through Royal Alliance Associates, Inc. (RAA), member FINRA/ SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. 138 River Road, Suite 310, Andover, MA 01810, 978-689-9303

Robert A. Landi, LUTCF, CLTC Photo
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Robert A. Landi, LUTCF, CLTC

Concord, NH


Robert A. Landi, LUTCF, CLTC

EXECUTIVE VICE PRESIDENT

rlandi@bostonpartnersllc.com

603-225-6653 ext. 151

603-225-1986 (Fax)


13 CHENELL DRIVE, SUITE 1

CONCORD, NH  03301

Michael LeBarge, CFP®, CLTC Photo
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Michael LeBarge, CFP®, CLTC

Dover, NH

Michael LeBarge, CFP®, CLTC

ASSISTANT VICE PRESIDENT

mlebarge@bostonpartnersllc.com

603-743-6488

603-743-4348 (Fax)


680 Central Avenue, Suite 301

Dover, NH  03820


Professional Pledge:

“ I will provide the highest quality professional financial services to families, professionals, and business owners.  I pledge to conduct all business with integrity.  I shall make every effort to ascertain, understand, and render a service that, in the same circumstances, I would apply myself.”

Michael has been assisting families, individuals, and small businesses achieve their unique financial goals for more than 27 years.  He is licensed to provide financial services to clients in New Hampshire, Maine and Massachusetts.  Michael’s dedication and experience has earned him many awards throughout his career. He has received the National Association of Insurance and Financial Advisors National Quality Award and has qualified for John Hancock’s Honor Club and President’s Cabinet. He has also qualified for membership into the JHFN Million Dollar Round Table, an honor of financial professionals worldwide.

Michael earned his Bachelor of Science, Business Administration degree from the University of New Hampshire.  Michael has earned his Certified Long Term Care, CLTC designation enabling him to offer guidance to families on a range of issues including home care, assisted living, social services, taxes and law.   He has also been authorized by the Certified Financial Planner Board of Standards to use the CFP certification mark. The CFP mark identifies those individuals who have met rigorous experience and ethical requirements of the CFP Board.

Through his affiliation with Boston Partners Financial Group, LLC, a member of the John Hancock Financial Network, he  has access to John Hancock products, as well as, a variety of financial products and services form many other carriers.  These services include Retirement Planning, Life Insurance, Wealth Management, Asset Protection, Long-Term Care Insurance, and Disability Income Insurance.

Michael is an active member of the community and has served as Treasurer of the Oyster River Otters Swim Team, Vice President of the Cocheco Valley Humane Society, President of the Great Bay Rowing Club, and a member of the Wentworth Douglass Hospital Planned Giving Advisory Council.

Michael enjoys rowing with Great Bay Masters crew team, on the Oyster River in Durham, NH and sailing with Piscataqua Sailing Association.

Michael lives in Lee, NH with his wife Sheila and has two daughters Nicole and Andrea.

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of   any one client's evaluation.

Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year and is not based upon performance or returns experienced by any client, or opinions of the advisor's clients or former clients. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.

NAIFA award is based upon sales generated by advisors specializing in Life & Annuities & Investments, Health & Employee Benefits, multiline sales or any combination and who have met the adherence to the NAIFA code of ethics, and service to the industry associations. Advisors are also evaluated on professionalism through education and earned designations. 

Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/ SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. 138 River Road, Suite 310, Andover, MA 01810, 978-689-9303

Norman Pelletier Photo
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Norman Pelletier

Concord, NH

Norman Pelletier

ASSISTANT VICE PRESIDENT

NPELLETIER@BOSTONPARTNERSLLC.COM

978-689-6924


13 CHENELL DRIVE, SUITE 1

CONCORD, NH  03301

Sidney Tyner Photo
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Sidney Tyner

Concord, NH

Sidney Tyner

SENIOR VICE PRESIDENT

styner@bostonpartnersllc.com

603-225-6653 x119 (Concord)


13 CHENELL DRIVE, SUITE 1

CONCORD, NH  03301


Sid has been assisting families, individuals and business owners achieve their unique financial goals for almost 30 years.   His mission is to help his clients accumulate, enjoy, protect and distribute their wealth in the most tax-advantaged ways possible.  He helps his clients prioritize their most important financial goals by listening to their needs and desires for the future.  Based on these needs, he tailors specific financial strategies for each client.

Sid’s experiences and successes as a Financial Advisor have earned him awards and acknowledgements throughout his career.  

Sid has also been acknowledged nationally as an ACE, and MDRT qualifier.  ACE, stands for “Achieving Client Excellence” and is a national recognition award for Signator Investors, Inc. financial advisors.  Sid has qualified for this award multiple times and it ranks him in an exclusive group of financial professionals.  ACE is an achievement bestowed upon only the top financial professionals and advisors within Signator’s national network.  Sid is also a qualifying member of the Million Dollar Round Table (MDRT).  MDRT is an international, independent association of financial professionals comprised of Life Insurance and Financial Service professionals who strive to serve their clients with exemplary performance and the highest standards and ethics.

As a top Advisor at Boston Partners Financial Group, LLC, Sid has access to a variety of products and services through a multitude of wealth managers.  The diversity in the services he can offer allows him to create a customized financial strategy unique for each client.

Sid lives in Alton Bay, New Hampshire.  He spends free time with his family and dog.  He is the past president of Tewksbury Youth Hockey and is currently the coach of the Boston Junior Rangers Hockey Team in Tewksbury.

 MILLION DOLLAR ROUND TABLE DISCLOSURE

ACHIEVING CLIENT EXCELLENCE DISCLOSURE

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

Registered Representative/Securities and Investment Advisory Services offered through Royal Alliance, Inc. (RAA) member FINRA, SIPC.  RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

Blake R. Wayman, CLTC Photo
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Blake R. Wayman, CLTC

Concord, NH


Blake R. Wayman, CLTC

SENIOR VICE PRESIDENT

bwayman@bostonpartnersllc.com

603-225-6653 ext.141

603-225-1986 (Fax)


13 CHENELL DRIVE, SUITE 1

CONCORD, NH  03301


Blake has been assisting families, individuals, and small businesses achieve their overall financial goals since 2005. Building his practice primarily through word-of-mouth referrals, Blake strives to ensure that his clients enjoy the accumulation, protection, and distribution of their wealth to be accompanied with understanding and some peace of mind.

Blake has been recognized for several accomplishments throughout his career. He was named Boston Partners Financial Group’s "New Associate of the Year" in 2006, and has been the firm’s overall "Lives Leader" three times. Blake is a qualifying member of the Million Dollar Round Table as well. MDRT is an international association representing financial service professionals. He is also a top advisor with Boston Partners and a perennial ACE "Achieving Client Excellence" Conference Qualifier.

Blake graduated with a double major from Bates College in 2005, and has completed advanced courses of study through Boston University in financial planning, insurance, investments, taxation, retirement planning, and estate planning. During his time at Bates College, he captained the men’s tennis team to four straight National Championship tournament appearances, and was named as the college’s sole representative to the NCAA National Leadership Conference in Orlando, Florida.

When he is not assisting clients, you can find Blake on the tennis court, or behind a drum set, a passion of his for over 30 years. Blake has shared the stage with B.B. King at the Hampton Beach Casino Ballroom, and has been asked to play on many different recording projects over the years. Born in Concord, NH, Blake currently resides in Hooksett with his wife Katrina, and their two children Dean and Macy.

 MILLION DOLLAR ROUND TABLE DISCLOSURE

ACHIEVING CLIENT EXCELLENCE DISCLOSURE

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

Registered Representative/Securities and Investment Advisory Services offered through Royal Alliance, Inc. (RAA) member FINRA, SIPC.  RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

Jack Yvars, AIF® Photo
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Jack Yvars, AIF®

Concord, NH


Jack Yvars, AIF®

Assistant Vice President

jyvars@bostonpartnersllc.com

603-225-6653 ext. 142

603-225-1986 (Fax)


13 CHENELL DRIVE, SUITE 1

CONCORD, NH  03301


In His Role

Jack’s mission to assist families, individuals, and small businesses achieve their unique financial goals begins with understanding each individuals’ situation. Clients that work with Jack often enjoy sharing his love and passion for work. Through his affiliation with Boston Partners, he has access to a variety of different financial products and services. Jack is able to leverage the talented staff around him to make sure that each and every individual is provided with the best service possible. Some of the services he is able to access include Retirement Planning, Life Insurance, Wealth Management and more.

Experience

Jack has been recognized by Boston Partners as the 2017 “New Advisor of the year”. In addition to that, Jack qualified number one in Signator Investors for the class of 2017 earning him Best In Class Honors. Jack has also qualified for ACE “Achieving Client Excellence” conference within Signator.

About Me

Jack graduated from Ave Maria University in Naples, Florida where he majored in business. As part of the curriculum, he was required to take advanced courses in taxation, finance, investments and business law. While attending the University, he was privileged with playing on the University’s Baseball team for all four years. During his Senior year, he was named the first ever captain of the Baseball team while earning the leadership award in his final season. Jack currently resides in Bow, New Hampshire where he enjoys coaching local community teams, exercising and supporting New England Sports. Jack also has a passion for service; he is currently a Board Member for the Champions of Charity a non-profit in Florida that helps support local impoverished communities. He also helps with the Fundraising committee at the Concord Hospital and Finance committee with Coalition to end homelessness in Concord.

ACHIEVING CLIENT EXCELLENCE DISCLOSURE

Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.

Registered Representative/Securities and Investment Advisory Services offered through Royal Alliance, Inc. (RAA) member FINRA, SIPC.  RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA.

Check the background of this firm/advisor on FINRA’s BrokerCheck.