Our Team

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...

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.

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...

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...

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...

As Executive Director of Operations & Member Experience and Compliance & Education, Paula manages the day-to-day operations and compliance of Prosperity Network of Advisors.Their oversight of account services, recruiting, and...

Dianne interacts daily with advisors and team members as it relates to compliance, supervision and educational topics and events and is also responsible for day-to-day OSJ supervision of new account approvals, trade review, office...