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MEET THE FLAGSHIP HARBOR ADVISORS TEAM

At Flagship Harbor Advisors we place great emphasis on education—both yours and ours. We are committed to advising you in an objective manner, informing and educating you on the investment principles and strategies we recommend and implement. We believe that this level of knowledge and transparency helps you to make financial decisions with confidence and clarity.

As a firm we embrace continuing education for our staff and advisors to help ensure our clients benefit from the most up-to-date and knowledgeable information, research, practices and products available today. All of our advisors have advanced degrees and/or professional certifications and designations, and adhere to strict educational and ethical requirements.

MEET OUR ADVISORS

please click on a photo to view that individual’s biography

David J. Kaufman, CFP®, ChFC®
CEO & Founder
346 Commercial Street
Boston, MA 02109
P: 857-350-4229
F: 617-224-0870
david.kaufman@lpl.com
John P. Sawyer III (Jay), CFP®
Executive Vice President
Chief Compliance Officer
346 Commercial Street
Boston, MA 02109
P: 857-366-4982
F: 617-224-0870
john.sawyer@lpl.com
Andrew Gonski, CFA, CFP®
Chief Investment Officer
2101 Lakeway Blvd. #235
Lakeway, Texas 78734
P: 512-355-7690
F: 512-335-7691
andrew.gonski@lpl.com
Timothy P. Higgins, CFP®, ChFC®
Director of Advisory Services
136 Turnpike Rd, Suite 120
Southborough, MA 01772
P: (508) 481-2921
F: (508) 597-7239
timothy.higgins@lpl.com
Michael Sanchez, CRPC®
Lead Analyst
2101 Lakeway Blvd. #235
Lakeway, Texas 78734
P: 512-355-7690
F: 512-335-7691
michael.sanchez@lpl.com
Guy Alan
Chief Technology Officer
346 Commercial Street
Boston, MA 02109
P: 781-333-8699
F: 617-224-0870
guy.alan@lpl.com
Marc Pagliocca
Operations Specialist
346 Commercial Street
Boston, MA 02109
P: 857-350-4229
F: 617-224-0870
marc.pagliocca@lpl.com
Kenneth V. (Ken) Lopez
Director of Client Relations
346 Commercial Street
Boston, MA 02109
P: 857-350-4229
F: 617-224-0870
kenneth.lopez@lpl.com
Brian J. Griffith, CFP®
Private Wealth Advisor
346 Commercial Street
Boston, MA 02109
P: 617-848-8228
F: 617-224-0870
brian.j.griffith@lpl.com
Philip J. Mathey, MBA
Private Wealth Advisor
347 Massachusetts Avenue
Arlington, MA 02474
P: 857-366-4654
F: 888-900-2780
phil.mathey@lpl.com
Richard B. Anderson, JD
Financial Advisor
42 Main Street
Walpole, NH 03608
P: (603) 756-3935
F: (603) 756-3935
rich.anderson@lpl.com
Lee Pappas
Private Wealth Advisor
346 Commercial Street,
Boston, MA 02109
P: 781-231-5300
F: 781-218-7235
lee@flagshipharbor.com
Barbara Maitland
Private Wealth Advisor
11A Derby Square
Salem, MA 01970
C: 978.387.9997
P: 978.594.8828
F: 978.832.1224
barbara.maitland@flagshipharbor.com
Matthew Cunningham, CDFATM
Financial Advisor
160 Old Derby Street, Suite 377
Hingham, MA 02043
P: 781-556-5192
C: 781-718-1199
F: 781-930-0725
matthew.cunningham@lpl.com
Sieglinde Aigner-Crooks, CFP®, MBA
Certified Financial Planner TMProfessional
346 Commercial Street
Boston, MA 02109
P: (978) 412-6202
F: (617) 224-0870
s.aignercrooks@lpl.com
Daniel F. Moran, CFP®
Financial Advisor
346 Commercial Street
Boston, MA 02109
P: (857) 366-4632
F: (617) 224-0870
daniel.moran@lpl.com
Adam W. Bateman
Private Wealth Manager
145 South Main Street Bradford, MA 01835
P: (978) 317-0577
F: (978) 912-5063
abateman@flagshipharbor.com
Joshua J. Topp, ChFC®
Private Wealth Manager
145 South Main Street
Bradford, MA 01835
P: (978) 989-4933
F: (978) 912-5063
joshua.topp@flagshipharbor.com
Dwayne A. Hall, CFP®
CERTIFIED FINANCIAL PLANNER™
346 Commercial Street
Boston, MA 02109
P: (781) 431-2466
F: (617) 224-0870
dwayne.hall@lpl.com
Michael Krasco
Private Wealth Advisor
346 Commercial Street
Boston, MA 02109
P: (781) 497-0907
F: (781) 497-5096
michael@flagshipharbor.com
James F. Pierotti, MBA
Private Wealth Advisor
167 Washington Street
Norwell, MA 02061
P: (781) 569-4920
M: (617) 686-4386
F: (781) 987-8236
james.pierotti@flagshipharbor.com
J. Stacy Jones, CRPC®
Investment Manager
350 Gifford Street, Suite W-22
Falmouth, MA 02540
P: (508) 563-5601
C: (508) 776-4238
F: (508) 445-8476
stacy.jones@flagshipharbor.com
Alan A. Fatemi, CRPC®
Financial Advisor
346 Commercial Street
Boston, MA 02109
P: (617) 848-8223
C: (781) 799-1351
F: (617) 224-0870
alan.fatemi@flagshipharbor.com
Christopher M. Sheehan, JD, CFP®
Financial Advisor
769 Plain Street, Ste. L
Marshfield, MA 02050
P: (781) 836-0991
F: (888) 607-8004
chris.sheehan@lpl.com
Verner C. Khederian, CLU®
Investment Advisor Representative
16 Allerton Street
Plymouth, MA 02360
P: (508) 746-3077
C: (508) 930-5491
F: (508) 747-8939
verner.khederian@lpl.com
Quentin W. Climer, CRPC®
Investment Advisor Representative
16 Allerton Street
Plymouth, MA 02360
P: (508) 746-3077
C: (617) 686-2504
F: (508) 747-8939
quentin.climer@lpl.com
R. Kevin Mafera, CFP®, CLTC
Private Wealth Manager
769 Plain Street, Ste. L
Marshfield, MA 02050
P: (781) 834-1010
F: (781) 319-0104
r.kevin.mafera@lpl.com
Mitch Avery, CPA
Wealth Advisor
1020 William Blount Drive
Maryville, TN 37801
P: (865) 233-3386
F: (865) 724-1105
mitch.avery@lpl.com
Gregory J. Prayzner
Wealth Advisor
734 Bliss Rd, Suite 4
Longmeadow, MA 01106
P: (860) 966-4081
F: (860) 239-1264
greg.prayzner@lpl.com
John M. Delaney, CFP®
Financial Advisor
301 Edgewater Place, Suite 100
Wakefield, MA 01880
P: (781) 968-5420
F: (781) 968-5301
john.delaney@flagshipharbor.com
Bryan M. Gravel
Private Wealth Advisor
154 Shirley Dr.
Cumberland, RI 02864
P: (617) 990-7254
F: (866) 227-8564
bryan.gravel@flagshipharbor.com
Kimberly A. Kelly
Financial Advisor
16 Allerton Street
Plymouth, MA 02360
O: (508) 746-3077
C: (617) 834-9466
F: (508) 747-8939
kimberly.kelly@flagshipharbor.com
Brendan M. Lammers, CLTC
Financial Advisor
346 Commercial Street
Boston, MA 02109
P: (781) 990-0807
F: (617) 224-0870
brendan.lammers@flagshipharbor.com
Patrick R. Kelly, MBA
Financial Advisor
42 Main Street
Walpole, NH 03608
P: (603) 756-3935
F: (603) 756-3923
P.Kelly@LPL.com
Jason Taylor
Financial Advisor
1004 Great Road
Lincoln, RI 02865
P: 401-644-6908
jason.taylor@flagshipharbor.com