09 Jul Joe Corbett
Posted at 11:28h
in
With over 35 years of experience, Joe brings deep expertise and a highly personalized approach to wealth management for athletes and artists. ...
02 May Linda A. Mundy
Posted at 15:25h
in
Linda joined SAX Wealth Advisors in January 2025 as a Principal and Wealth Advisor when Chesapeake Asset Management, the investment firm she founded in 1995 was merged with SAX....
11 Apr Jamie Lima, CDFA®, MBA, CFP®
Posted at 15:05h
in
Meet Jamie Lima! Jamie focuses on mid-career professionals, working to maximize their wealth, so they can do what they love with zero financial stress....
08 Apr Jill Hennessey, CFP®
Posted at 13:46h
in
Jill Hennessey is a Fee-Only, CERTIFIED FINANCIAL PLANNER professional, and a member of the National Association of Personal Financial Advisors (NAPFA)....
28 Feb Valerie Peck, MBA, CFP®
Posted at 10:49h
in
Valerie Peck, MBA, CFP®, develops long-term relationships with her clients in order to help them achieve their financial goals....
31 Jan Kenneth Robinson, JD, CFP®
Posted at 15:13h
in
Ken Robinson started his own financial planning firm more than 25 years ago, joining SAX Wealth Advisors at the end of 2024....
11 Apr Peggy McGillin CFP®
Posted at 09:16h
in
[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="grid" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" z_index="" padding_top="60" padding_bottom="30"][vc_column offset="vc_hidden-sm vc_hidden-xs"][vc_empty_space height="100px"][/vc_column][vc_column][vc_column_text] Meet the Team [/vc_column_text][vc_empty_space height="20px"][vc_separator type="normal"][/vc_column][/vc_row][vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="grid" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" z_index=""][vc_column width="1/3"][vc_single_image image="7013" img_size="300x300" alignment="center" style="vc_box_circle_2" qode_css_animation=""][vc_empty_space height="20px"][/vc_column][vc_column width="2/3"][vc_column_text] Peggy McGillin CFP® [/vc_column_text][vc_column_text css=""] Principal [/vc_column_text][vc_column_text]Concord, MA | 973.554.6944 pmcgillin@saxwa.com[/vc_column_text][button icon="fa-download" target="_self" hover_type="default" text="Download VCF"...
23 Feb John Dulmage, CFP®, EA
Posted at 13:51h
in
[vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="grid" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" z_index="" padding_top="60" padding_bottom="30"][vc_column offset="vc_hidden-sm vc_hidden-xs"][vc_empty_space height="100px"][/vc_column][vc_column][vc_column_text] Meet the Team [/vc_column_text][vc_empty_space height="20px"][vc_separator type="normal"][/vc_column][/vc_row][vc_row css_animation="" row_type="row" use_row_as_full_screen_section="no" type="grid" angled_section="no" text_align="left" background_image_as_pattern="without_pattern" z_index=""][vc_column width="1/3"][vc_single_image image="6960" img_size="300x300" alignment="center" style="vc_box_circle_2" qode_css_animation=""][vc_empty_space height="20px"][/vc_column][vc_column width="2/3"][vc_column_text] John Dulmage, CFP®, EA [/vc_column_text][vc_column_text] Principal, Wealth Advisor [/vc_column_text][vc_column_text css=""]Londonderry, NH | 973.859.2199 wjdulmage@saxwa.com[/vc_column_text][button icon="fa-download" target="_self"...
26 Jan Barbara Nevils, CFP®
Posted at 16:15h
in
As Director of Retirement Plans for Sax Wealth Advisors, Eric serves as a dedicated resource for businesses and nonprofit organizations who sponsor a workplace retirement plan for their employees....