"A Holistic Approach To Investment & Retirement planning"
Stephen is a native resident of Lynnfield, MA where he attended Lynnfield High School. He received his Bachelor’s Degree in Economics at the University of Massachusetts at Amherst. Stephen has been serving individuals and small businesses for over 15 years in the Financial Services industry. Ironside Financial Group was created in 2019. Prior to starting the firm he was an advisor for DreamBridge Financial. Before that, Stephen served as Vice President and Investment Officer at First Financial Trust N.A., a subsidiary of The Savings Bank. His industry experience also includes serving as Financial Advisor for 6 years at a local investment firm in North Andover where he cared for over 150 client relationships. He spent the beginning of his career as a client service/relationship advisor at Morgan Stanley in Middleton, MA and Fidelity Investments. Stephen was a Store manager for Lowe’s Home Improvement, and Stop & Shop Supermarkets for over 12 years.
Currently he serves on the Lynnfield Finance Committee and is a member of the Lynnfield Rotary Club (A Paul Harris Fellow). He is also associated with the Lynnfield - Wakefield Zetland Masonic lodge, is a member of the Lynnfield - Wakefield lodge of Elk’s, and serves as head coach in the Lynnfield youth sports program. He is a Deacon for the Congregational Church. Stephen has a passion for serving people and giving back to the community. He currently resides in Lynnfield, MA, where he enjoys spending quality time with his wife Michelle and children Spencer and Vanessa.
note: AIF is designation for accredited investment fiduciary.
Christine is the Public Relations/Operations Administrator for us here at Ironside Financial Group, LLC. She is the proud mother of triplets and a current resident of Lynnfield. Christine has worked for many years in an administrative roll between MGH, Mt. Auburn Hospital, and Cataldo Ambulance. We are excited to have Christine join out start-up here at Ironside Financial Group, LLC.
Carol is a Client Services Representative for us here at Ironside Financial Group and a local resident of Wakefield. She is often the smiling face to greet our visitors to the office. Carol previously worked for 15 years as a Telecommunications Manager at ABT Associates Inc in Cambridge as well as Nutter, McClennen, & Fish in Boston for 5 years. Carol also works at the nearby Dollar Tree for going on 5 years. She is a proud family orientated woman and you will almost always find her spending time with her 4 grandchildren on her days off.
Mark is new to the team here at Ironside Financial Group. He has worked for 15 years in the customer service industry. Growing up locally in Charlestown, and becoming a recent resident of Peabody, he has worked as a Food Service Operations Manager with Aramark for nearly 10 years at various colleges in Massachusetts. Mark holds an Associates Degree in Business Management and is nearly finished with his Bachelor's Degree at Lesley University in Cambridge. He plans to continue to an MBA in Management as well.