Experience

Jim offers close to 30 years of wealth management experience.  Prior to joining UBS, he spent his career at some of the top named financial institutions.  He is a member of Portsmouth Country Club of NH and Pinehurst Country Club of North Carolina where he enjoys playing golf with his friends and his two sons. Jim did his undergraduate work at the University of Massachusetts in Amherst, MA where he studied English.  He resides on his gentleman's farm in North Carolina with his wife, Susan.

Walter has over 15 years of wealth management experience.  He received the Certified Financial Planner™ designation in June of 2011.  This rigorous curriculum gives him the knowledge necessary to analyze every aspect of a client's investment need.  Walter has his Bachelors Degree from Bentley College in Waltham, MA and Masters Degree from Boston University in Boston, MA where he studied business.  He is involved in The Front Door Agency, where he serves on the Board of Directors, enjoys cooking and hiking in the New Hampshire White Mountains.  Walter resides in Nashua, NH with his son.

Susan has over 30 years of experience in the financial services industry. Prior to joining UBS, she was the Branch Service Manager and the Operations Manager at top named financial institutions. She enjoys crafting, gardening, horseback riding, and spending time outdoors with the animals at her farm. She has her Associates degree from Bryant College in Smithfield, RI. Susan resides on her farm with her husband Jim.

Erin joined UBS in 2019 as a Register Client Service Associate. Prior to joining UBS, she worked at Fidelity Investments assisting 401(k) participants in creating retirement plans. She attended Norwich University where she earned her BA in Psychology and BS in Elementary Education.

Erin currently resides in Bradford, New Hampshire with her husband, two daughters, and two dogs. She enjoys reading, spending time outdoors, gardening, and traveling.