As a Registered Representative and Investment Advisor Representative, Chris assists his clients in retirement planning, asset management, corporate retirement benefits and estate planning.
Holly currently plays a huge role in our day to day operations by assisting the CSR's with daily tasks, completing distributions, Client scheduling and calls, and much more.
For Mike, retirement is a state of financial independence – where he’s working because he wants to, not because he has to. Mike has a number of interests,
Tom graduated from Merrimack College in 1990 and quickly entered the financial industry. After several years he found his passion in the retirement planning arena.
As Senior Accounting Coordinator for f3Logic, Dan helps to ensure the firm’s internal accounting processes are followed and develops procedures that promote efficiency.
As an Associate Financial Advisor at f3Logic, Matthew works hand-in-hand with clients to create a cohesive financial plan, meet their financial goals, and make the complex simple to understand.
Mike supports f3Logic firms during transition as well as with new account setup, maintenance, trading, and any other middle and back-office items these firms require to run a successful and efficient business.
As Vice President of Sales at f3Logic, Richard develops and manages the processes used by the sales team to help plan participants navigate the options available to them.
As Director of Operations for f3Logic, Wendy oversees day to day operations of the firm as well as the creation and implementation of internal policies and procedures.
Phyllis plays a huge role in supporting the advisors with portfolios, preparing and processing data/paperwork related to the opening, closing and/or transferring accounts as well as assisting clients in ordering pension paperwork and 401(k) rollovers.
Sara is responsible for the creation and maintenance of portfolios and accounts, monthly billing processes, account investment in models, and daily reports for client account data.
