Prosperity Financial Planning: Our Advisors & Planners

Meet Our Team

Working Together for You

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.

Find a Team Member

Diana Smith, APMA®, CMFC®, CLU®
Dianne Eggert
George Hanscom
Glenda Christopherson
Gwen Derewiany
Jon Bicknell, CRPC, CFP®
Kirsten Michelsen
Laurie Goddard, AIF®
Lori A. Ulm, CFP®
Paul Ewing, CFP®, AAMS
Paula Johnson
Sally Jenkins
Scott Sirois
Thomas Hart, CPA

Plymouth Office

Lori A. Ulm, CFP®

Financial Advisor

(508) 337-4500

lori.ulm@ceteraadvisors.com

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, APMA®, CMFC®, CLU®

Financial Advisor

(781) 206-2560

diana.v.smith@ceteraadvisors.com

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...

Laurie Goddard, AIF®

Financial Advisor

(508) 428-7343

laurie.goddard@ceteraadvisors.com

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...

Thomas Hart, CPA

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.

Gwen Derewiany

Client Relationship Manager

(508) 337-4500

admin@prosperityfp.com

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...

Burlington Office

Jon Bicknell, CRPC, CFP®

Financial Advisor

(781) 262-3030

jon.bicknell@ceteraadvisors.com

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...

Kirsten Michelsen

Client Service Associate

kirsten.michelsen@ceteraadvisors.com

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

Registered Representative

george.hanscom@ceteraadvisors.com

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...

Regional Resources- Prosperity Network of Advisors

Paul Ewing, CFP®, AAMS

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...

Glenda Christopherson

Chief Operations Officer, Prosperity Network of Advisors

Glenda co-founded Prosperity Advisory Group with Paul Ewing in 1989 and is the Chief Operations Officer for both Prosperity Advisory Group and Prosperity Network of Advisors. She is a registered General Securities Representative...

Paula Johnson

Executive Director of Operations, Prosperity Network of Advisors

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...

Scott Sirois

Director of Information Technology, Prosperity Network of Advisors

Scott Sirois, Director of Information Technology for Prosperity Network of Advisors has over 20 years' experience in operations and systems management, business process design and process improvement. Scott provides valuable, relevant...

Sally Jenkins

Director of Business Operation, Prosperity Network of Advisors

Sally’s role includes financial recordkeeping and reporting, as well as Human Resources liaison for Prosperity Network of Advisors. Sally’s understanding of the intricacies of managing both an OSJ and a client practice...

Dianne Eggert

Manager of Compliance and Education, Prosperity Network of Advisors

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...

Our Approach

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.

Our Approach

Contact Us

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.

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Our Services

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.

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