Our Team
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...
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...
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...
Michael G. Aquino, AIF®
Michael G. Aquino, AIF® 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...
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...
Jacquelyn Farah Cloutier
jacquelyn@broadstreetplanning.com
JACQUELYN F. CLOUTIER entered the financial services industry in 2016 and is an Investment Advisor Representative with LPL Financial. She graduated from Roger Williams University in 2015 with a Bachelor of Science degree in Finance....
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...
Ashley Morse
Administrative Assistant
Ashley@BroadStreetPlanning.com
Ashley joined Broad Street Planning in November of 2019. She graduated from Saint Anselm College in 2013 with a Bachelor of Arts in Natural Sciences. Ashley resides in...
Caitlyn Despres
Client Service Associate
caitlyn@broadstreetplanning.com
Caitlyn joined Broad Street Planning in March of 2022. She studied at Nashua Community College to gain her Associates in Mathematics. She currently resides in Milford, NH with her son, Eddie, and two cats.