Our Team

H. ROBERT WEISMAN

H. ROBERT WEISMAN is a lifelong resident of Nashua, NH. After serving as a combat Marine in the WWII Pacific Theater, he entered the financial services business in 1949. He is a life member of the Million Dollar Round Table and has received many professional awards including the Distinguished Life Underwriter of NH Award in 1989 based on contributions to the industry. He was also a Quality of Life recipient in 1990. Bob was a Charter Member of the NH Estate Planning Council, a CLU instructor on estate planning, and was a registered representative of LPL Financial. An active member of the community, Bob is Past Chairperson of the Board of Directors of St. Joseph Hospital and serves on the Board of Trustees of Rivier College. He is past President of the Nashua Exchange Club, past Salvation Army Advisory Board Member, and past Chairperson of the Nashua Heart Fund and Community Chest among many other civic and business organizations. In 1994 Bob received the Honorary Humanitarian Degree from Rivier College.

THOMAS N. TESSIER

THOMAS N. TESSIER, a life-long Nashua resident, entered the financial services field in 1978. Prior to that, from 1967 to 1970 he served 5 combat tours of duty in Vietnam. He is a life member of many Veterans groups, including DAV, VFW and the American Legion. During his five years as a hospital financial administrator, from 1973 to 1978, Tom last served as CFO of a large Massachusetts hospital. Tom is past President of the Nashua Association of Insurance & Financial Advisors and a Life Member of the Million Dollar Round Table. He is also a past member of the NH & Nashua Charitable Foundations. A registered representative of LPL Financial, Tom is also a past member of the International Association for Financial Planning, and the NH Estate Planning Council. He taught advanced estate and retirement planning courses through the LUTC. Tom received an Honorary Doctor of Humane Letters Degree from SNHU in May of 2012. He holds a BS degree in accounting from Southern New Hampshire University and was honored as the 7th member of the S.N.H.U. Alumni Hall of Fame and served as a Trustee for five years. He is a past Trustee of Rivier University. Tom is a founder and past board member of The Nashua Bank. Tom served as Chairman of the Greater Nashua United Way and is past President of the Rotary Club of Nashua in addition to many other civic and business organizations. Tom was honored with the NH Distinguished Financial Advisor Award in 2005 based on his contributions to the industry (1). In 2012 he was voted Citizen of the Year by the Nashua NH Chamber of Commerce (2).

Tom resides in Nashua with his wife Diane. His son Tommy received his Masters of Education Degree from Harvard in 2013 and is in administration at Stanford University in Palo Alto, California.

(1) The National Association of Insurance and Financial Advisors annually honors a financial advisor who has gone above and beyond the call of duty in the insurance industry and community as well as with his/her clients and family.

(2) Recognition is given for leadership and performance in multiple areas of community service over a period of years in the Greater Nashua Area.

LORI K. LAMBERT

LORI K. LAMBERT entered financial services in 1988 and is an Investment Advisor Representative with LPL Financial. Lori is past president of the Nashua Association of Insurance and Financial Advisors (NAIFA) (1) and a member of the Society of Financial Service Professionals. She has received the 2012 Five Star Wealth Manager Award (2), and has been recognized as a top financial advisor and named to the LPL Financial Director’s Club . This distinction is based on an annual production ranking of all registered advisors and is awarded to less than ten percent of the firms approximately 13,000 advisors nationwide. She was also invited to attend the Barrons Top Women Advisors conference in 2015 and 2016.

A graduate of University of North Carolina-Charlotte, Lori is Chairperson of the Hunt Community where she also serves on the Finance Committee and is a member of the Silverstone Living board. She also serves as a Trustee of St. Joseph Hospital and was Co-Chair of the Nashua Soup Kitchen and Shelter Capital Campaign. Lori is an active member of The First Church of Nashua and currently the Co-Chair of the Prudential Committee and has also served as past Chairperson. In 2009, she was awarded the Kathryn Brigham Service award for her service to First Church. She also served as a Trustee of the Front Door Agency (formerly the Nashua Pastoral Care Center) and served as board president during her tenure. In 2014, she was recognized by the Nashua Soup Kitchen and Shelter with the Unsung Hero award for her work with the Soup Kitchen and the Greater Nashua Community. Lori was honored to be a member of the inaugural class of Leadership Greater Nashua in 1995 and she received the Greater Nashua Eminence Award in 2007 as Volunteer of the Year (3). In 2013 Lori was recognized as one of the 25 Extraordinary Women in Greater Nashua (4). Lori has completed courses in investments, financial planning and estate planning through the American College required for the Certified Financial Planner TM designation. Lori resides in Nashua with her husband, Gary, and daughters, Katherine and Grace.

(1) The National Association of Insurance and Financial Advisors annually honors a financial advisor who has gone above and beyond the call of duty in the insurance industry and community as well as with his/her clients and family.

(2) (1) 2012 award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012 Five Star Wealth Managers.

(3) Each year the GNCC celebrates Nashuas business community by recognizing 5 people and/or companies who are actively involved in the community and “committed to volunteerism through local charities or the chamber.”

(4) This award is voted on by a panel after receiving nominations from the community and 25 women who excel in business, philanthropy, community service and leadership are recognized The women chosen have set a great example for citizenship and community spirit.

KEVIN J. HALLORAN

KEVIN J. HALLORAN has been in the financial services field since 1986 and is an Investment Advisory Representative with LPL Financial where he is licensed to offer insurance and registered to offer investments, including individual securities. Kevin is past president of the Nashua Association of Life Underwriters (NAIFA), past president of New Hampshire Association of Insurance and Financial Advisors and served as Chairperson for the National Association of Insurance and Advisor Political Action Committee. In 2007, he was honored as Distinguished Financial Advisor of the year based on his contributions to the industry (1). Kevin earned an undergraduate degree in economics from Southern Connecticut State University and a Masters Degree in Business Administration from Rivier College. He is an active member of the Rotary Club of Nashua, serving as president in 2007-2008. Kevin was past President of the St. Joseph Community Services (Meals on Wheels). He also serves on the board for The Huntington of Nashua, currently as Chairman and is a board member of the United Way of Greater Nashua. He also serves on the board of Rivier University. He was a member of the 1996 class of Leadership Greater Nashua and has moderated the Economy Sessions on numerous occasions.

Kevin has been recognized as a top financial advisor and named to the LPL Financial Patriots Club. This distinction is based on an annual production ranking of all registered advisors and is awarded to less than ten percent of the firms approximately 13,000 advisors nationwide.

Kevin resides in Brookline, NH with his wife Eileen and their daughter and son.

(1) The National Association of Insurance and Financial Advisors annually honors a financial advisor who has gone above and beyond the call of duty in the insurance industry and community as well as with his/her clients and family.

Michael G. Aquino

Michael G. Aquino has been in the financial services field since 2004 and is an Investment Advisory Representative with LPL Financial where he is registered to provide access to insurance and investments, including individual securities. He graduated from Northeastern University in 2004 with a degree in Finance and Marketing. Prior experience in the financial services field includes State Street Bank & Trust and Mass Mutual Financial Group. Michaels professional practice focuses on individual wealth management, employer sponsored plans and employee benefit plans. Mike is the Past President of the Humane Society for Greater Nashua. He currently serves as Chairman for the iUGO Steering Committee, Secretary for the Rotary Club of Nashua, boarder member for the Greater Nashua Chamber of Commerce and a board member for the New Hampshire Community College Foundation. In 2013 Mike was awarded “Community Volunteer of the Year” by the Greater Nashua Chamber of Commerce” for his work with the Humane Society for Greater Nashua.

Mike resides in Nashua, NH with his wife Kate, daughter Paige and dog Wilson.

Jared W. Anderson, CFP®, ChFC®

Jared W. Anderson, CFP®, ChFC® Jed has been in the financial services field since 2003 and joined LPL Financial in 2010. He graduated from The Whittemore School of Business and Economics at The University of New Hampshire and started his career as a financial advisor with MassMutual in Nashua, NH. He qualified for the Mass Mutual Leaders Club multiple times during his tenure based on revenue, 2004-2007.  Jed obtained the Chartered Financial Consultant (ChFC®) designation, along with completing all of the required coursework for the CFP® designation and successfully passing the CFP® exam. After several years with MassMutual, Jed joined LPL Financial in July, 2010.

Jed is a charter member and Past President of the Souhegan Valley Rotary Club, and is on the Board of Directors for the Front Door (formerly called The Nashua Pastoral Care Center). He also volunteers his time with the McDonough Golf Scholarship Foundation. Jed resides in Nashua, NH with his wife Lindsey and their daughters, Laney & Meri.

Anne Dumas

Operations Manager & LPL Registered Administrative Assistant

Anne Dumas has worked in the Financial Services Industry since 1995 and joined LPL Financial in 2004. She is a registered Administrative Assistant. Anne graduated from the University of Massachusetts with a BS in Management and worked at Wang Laboratories in the Corporate Financial Planning Department among other areas for 11 years.  She worked at Commonwealth Financial before she joined WTLH in 2003.  

She lives in Nashua, NH and has two sons, David and Geofrey.

 

Stacy McConnell

Administrative Assistant

Stacy joined the offices established by HR Weisman, TN Tessier, LK Lambert and KJ Halloran in September of 2015. She graduated from Northeastern University where she studied Finance. She currently resides in Bedford, NH with her husband and two boys.

Emily Hamilton

Administrative Assistant

Emily joined the offices established by HR Weisman, TN Tessier, LK Lambert and KJ Halloran in September of 2015. She was an intern at WTLH in 2011 while attending Rivier University where she studied Finance. She currently resides in Hooksett with her Husband Matt and two dogs.