At Prosperity Financial Planning, our leadership team is focused on one thing: you. As independent financial advisors and planners, we are free to design and deliver truly customized wealth management solutions built for your specific needs. And as fiduciaries, we are straightforward, honest, and trustworthy — always executing with your best interests in mind.Our team is composed of highly educated and experienced professionals boasting a variety of specialties. We work collaboratively to deliver seamlessly integrated financial services for every area of your life. But, perhaps what truly sets us apart is our heart of service and level of attentive care. We genuinely care about you, your goals, your challenges, and your successes. Get to know the team who aims to be there, by your side, for all of it.
Lori Ulm started her financial planning career 30 years ago in the Boston area developing her experience as a Junior Planner to a CERTIFIED FINANCIAL PLANNER™ Practitioner.
Diana Smith has been providing financial management services to clients throughout the South Shore and Boston areas for over 14 years. Diana’s clients appreciate her experience, professionalism, and her ability to demystify...
Always optimistic about the potential for financial success, Laurie approaches each client's portfolio with experience, empathy, and a keen understanding of how a well-structured wealth management strategy is fundamental not only to...
Certified Public Accountant
Tom Hart has been helping clients work towards their goals for more than 33 years. He is a graduate of Michigan State University and a licensed CPA. Tom enjoys playing golf and tennis in his spare time.
Client Relationship Manager
Gwen is the newest member of the team. She comes to us from a career in retail management and is ready to bring her passion for helping others to the financial advising world. Gwen has a mathematics degree from Stonehill College and is...
Jon is a CERTIFIED FINANCIAL PLANNER™ professional with more than 23 years of experience executing financial strategies for individuals, families and businesses. He specializes in retirement accumulation and distribution...
Client Service Associate
Born and raised in Rhode Island, Kirsten was awarded a Bachelor of Science from the University of Rhode Island. Her client services skills were honed early on living in Copenhagen while raising her family. Gaining fluency in Danish...
George Hanscom has been working to help clients and businesses with Accounting, Tax, and Consulting Services for the past 22 years. He holds a MBA from the Boston College Carroll School of Management. George spends the majority of his...
President/CEO, Prosperity Network of Advisors
Paul has been directing investments for clients' life savings since 1983. Earning the Accredited Asset Management Specialist designation and the Certified Financial Planning certificate from the College of Financial Planning. Financial...
Chief Operations Officer, Prosperity Network of Advisors
Executive Director of Operations, Prosperity Network of Advisors
Director of Information Technology, Prosperity Network of Advisors
Director of Business Operation, Prosperity Network of Advisors
Manager of Compliance and Education, Prosperity Network of Advisors
Our integrated approach to wealth management and retirement planning is designed to draw our your unique financial goals and help you seamlessly pursue each one within your time frame.
Ready to take the next step or want to learn more about Prosperity Financial Planning? We’re here to help! Reach out to us with your questions or to schedule your complimentary consultation.
We offer a wide range of financial and retirement planning, wealth & investment management services, all designed to integrate into seamless, comprehensive financial solutions for life.