Our Local Planning 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.
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...
Diana Smith, APMA®, CMFC®, CLU®
Jon Bicknell, CRPC, CFP®
CERTIFIED FINANCIAL PLANNER™
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...
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
Alan 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...