603-498-7865 | firstname.lastname@example.org
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 | email@example.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 helping clients implement 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, Ashely 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.