Our Team

Micheline loves working with clients to help them clarify their financial goals and design steps towards achieving them. She is passionate about problem solving for her client's concerns and, as life is dynamic, so is her long-term relationship with them.

She works with many High-Net-Worth clients and business owners, always seeking additional learning to meet the new challenges as the financial landscape is constantly changing. Her multicultural background adds to her sensitivity to special concerns first generation Americans face.

She has recently specialized in retirement income planning, as she watches her husband retire, the subject is relevant and close to her heart.

Micheline moved with her husband in 1997 to Chestnut Hill where they raised her 3 now adult children. In 2018 they chose to downsize and move into a condo in town and a house on the cape. When Micheline is not helping in the ladies' aid association, church or enjoying a meal out with her 3 children she catches up with her husband on international travel to get together with family and friends who are in several countries.

Bailey works closely with individuals, families, and small businesses to help them reach their financial goals and dreams. Many of his clients share his car passion, own independent automotive businesses, and have become close friends. He focuses on holistic financial planning, using traditional investments as well as life insurance strategies, both for protection and as assets, to improve outcomes and manage for the unexpected. He has worked in the financial industry for over 30 years, earned the Chartered Financial Analyst (CFA) designation, a globally recognized professional achievement that measures and certifies the competence and integrity of financial analysts, in 1996, and has been a board member and past President of the Essex County Estate Planning Council. He looks forward to seeing how he can help you, your business, and your family.

Bailey lives in Beverly, MA and has been happily married to his wife Robin for 29 years. They have two grown children, Mikayla, 28, and Bailey III, 24. Bailey enjoys spending time with family and friends, working in the yard, hiking, and especially participating in car related activities. His car passion started in 1st grade when he chose to draw race cars for an art project. He now belongs to a handful of car clubs where he participates in driving, social and educational car related activities. He has been President of the North Atlantic Audi Club for about 4 years and has been on the board of other clubs.

As a former police officer/federal agent, Jared is uniquely qualified to create a retirement plan that addresses your specific needs. The retirement planning landscape has shifted dramatically and you need a new partner to help you navigate the most important stage of your life.

You can take comfort in the fact that Jared has been a proud member of the Massachusetts community for over 40 years, and therefore has a vested interest in seeing his friends and neighbors succeed. As a loving father of two children and husband, Jared has many of the same hopes and aspirations as his clients.

Depending on your needs, Jared can introduce you to some proven, dependable ways to help protect your family's lifestyle and future; or prepare for major financial events such as paying for college, saving for retirement, or caring for an aging relative.

Jared, has found that getting to know his clients – their hopes, dreams and goals for the future – is the most important step. Jared specializes in providing financial and insurance solutions tailored for you.