Meet Your Team

603-498-7865 | joseph.gallant@ceterawealth.com

Joe believes that his clients deserve a personalized plan that is approachable in order to help them reach their financial goals. Joseph works with his clients to see the big picture and analyzes all of the contributing factors. He partners with clients to assess short- and long-term financial aspirations, time frames and individual risk tolerance to help clarify their path to achieving financial success.

Joe’s client-focused, goals-based approach to financial planning not only ensures that each individualized plan meets the client’s expectations but also lays out the strategies to execute their plan successfully over time. He prides himself on his established methods that guide clients towards their financial targets in the most tax-efficient manner. Joe focuses on private wealth management, retirement income planning, small business retirement plans, college funding, creating and protecting a family legacy, and trust services.

Joe began his career in financial services in 2005 and joined Cetera Wealth Partners after Voya Financial Advisors was acquired in 2021. Joe earned his Bachelor of Science in Business Administration with a major in Finance from the University of New Hampshire. Joe is an Investment Advisor Representative with Series 7 and 66 securities registrations. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP ^®) certification, Chartered Retirement Planning Counselor designations (CRPC^®) as well as Life, Accident and Variable product insurance licenses.

When not working, Joe enjoys spending time in the outdoors, golfing, fishing and skiing.

603-957-1514 | ashley.ball@ceterawealth.com

Ashley Ball joined the team as our Operations Manager in April 2021.  In her role she focuses on your client experience and helps support the day to day operations of the practice.  Ashley enjoys supporting clients during the implementation of their financial planning needs no matter what stage of life they are in.  With her background, Ashley maintains a client-centered approach in every interaction and has great appreciation for the needs of our clients.  She understands the importance of our role in our clients lives and is dedicated to helping those we work with have the ability to enjoy the life that they have worked so hard for over time.   

Before beginning her career in financial services, Ashley worked for 7 years in the healthcare field in both the clinical setting and in practice administration.  She also spent time working in a support role at the University of New Hampshire.  

Ashley graduated from the University of New Hampshire with a Bachelor of Science majoring in Occupational Science while minoring in psychology and then went on to complete her Master’s Degree in Occupational Therapy.  

 When not working, Ashley enjoys riding her scooter around the Seacoast of New Hampshire, spending time with her family and friends at the beach or at home in North Hampton.

860-633-2494 | richard.mullaney@ceterawealth.com

Dick has been in the insurance and financial services field since 1977.  He is a graduate of Hamilton College and earned the CLU designation in 1991.  Dick is a former President of the Hartford Chapter of the Society of Financial Services Professionals.  

Dick believes in helping each person become confident in attaining his or her financial goals through participating in the financial planning process. One of the benefits of working with him is his ability to provide clear, easily understandable explanations of financial products and services. The personal program that Dick can provide is a roadmap to working toward a more confident financial future.

Securities and advisory services offered through Cetera Advisors Network LLC, member FINRA/SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity.

860-633-2494 | colleen.mullaney@ceterawealth.com

Colleen joined our team as an Operations Manager in February 2022.  Her priorities include helping to run an efficient and productive office, providing excellent customer service to our clients, and helping the representatives in our OSJ group with compliance and operational related processes. 

Colleen is a UCONN graduate with a Bachelor’s degree in Actuarial Mathematics and passed the Actuarial Exam FM.  She started her career working in employee benefits and is now working towards becoming a registered representative at our firm.  She recently passed her SIE Exam and is on track to take her Series 7 this year.

When not at work, Colleen enjoys cooking, hiking, skiing and spending time with her family, her friends and her dog Porter.

603-715-9090 | shawn.millerick@ceterawealth.com

With over 3 decades of financial and retirement income planning experience, Shawn has helped many individuals and businesses grow and preserve their wealth ranging from Healthcare, Education, Manufacturing & Utility industries to name a few. Shawn founded Millerick & Associates in 1998 with the goal of providing every person with a comprehensive plan they can understand. Shawn is dedicated to developing lasting relationships and strives in helping each person become confident with their financial goals and participating in their financial planning process.

A New Hampshire native, Shawn received his Bachelor of Science degree at the University of New Hampshire after attending Northeastern University. Shawn is an Investment Advisor Representative with Series 7, 24, 63 & 65 registrations. Shawn also holds his Life, Health, and Variable Annuity Insurance Agent license and has continued acting as a fiduciary since 1998. 

In Shawn’s free time, he enjoys traveling and spending time with his two kids, Patrick & Kate, his long-term girlfriend Lora, and her son Aidan. Shawn is an avid cycler and has participated in many of the local Pedaling 4 Payson events and the Ring of Kerry Charity Cycle ride in Killarney, Ireland several times. 

603-715-9090 | cassie.mcvey@ceterawealth.com

With over a decade of experience in the financial industry and over 2 decades of customer service experience, Cassie has been a great addition to the team. A New Hampshire native, Cassie received her Associate of Science Degree from NHTI-Concord. 

Cassie plays a crucial role on the team by supporting Shawn and clients on everyday operations from greeting clients with a smile to helping them with distributions. Cassie coordinates internal projects and best utilization of resources to increase client satisfaction and experience. Cassie is also a Notary Public in the State of NH. 

In Cassie’s free time, she enjoys traveling with her husband Scott and spending time with her niece and family. Cassie also enjoys finding and starting new hobbies; during the pandemic Cassie learned to knit and is currently learning how to crochet.