Our Firm

 

Dennis J. Tsakiris

Co-Founder & President

"Helping my clients pursue financial success is my passion."

 

For over 25 years, Dennis J. Tsakiris has been assisting valued clients throughout the New England region in planning for their financial futures. Dennis has extensive experience and proven integrity in Estate and Financial Planning Services. Additionally, he provides Retirement Planning, Investment Counseling, and Insurance and Business Continuation Planning services. Dennis has served on various boards of the Somersworth Chamber of Commerce.

Dennis maintains Series 6, 63, 65, and 7 securities registrations, as well as life and health insurance licenses.

Dennis resides in Somersworth, New Hampshire, is a part-time cardio boxing instructor and spends much of his free time enjoying music, playing guitar, and spending time boating with his children and grandchildren.

 

Catherine Paige

Co-Founder & President

"Turning my client's visions into reality is my passion."

 

As a former professor, Catherine brings extensive math, science and education experience which helps her assist her clients in identifying and implementing their financial strategies. She is a Retirement Income Certified Professional focusing on growing, as well as securing, assets. Catherine has served on several educational grant writing committees, volunteering numerous hours in the field of education,  as well as had an active role in leading the local cubscout pack for 10 years.

In addition to her life insurance,teaching, Series 63, Series 7 registrations, and RICP designation, she has earned bachelor’s degrees in biology and sports medicine, a master’s degree in education, and a doctorate in physics.