Heidi L. Hanson, CFP®
Heidi is a CERTIFIED FINANCIAL PLANNER™ practitioner, an Investment Advisor Representative of Baystate Wealth Management, and a Registered Representative and Investment Advisor Representative of New England Securities. A graduate of Providence College, she holds Series 7, 63 securities registrations, as well as life and health insurance licenses. Heidi and her family live in Hamilton, MA, where she is a member of the Essex County Estate Planning Council, Financial Planning Association and the Association of Divorce Financial Planners.
Janet Parisella, Administrative Assistant
Since joining Hanson Financial Group in 2009, Janet has been an invaluable member of our team both behind the scenes and in front of our valued clients. She performs tasks large and small, and does it with ease and with a smile!
Suzanne Flinn, Office Manager
Suzanne may be the newest member of the staff, but she has a longstanding relationship with Hanson Financial as a client herself. An experienced executive assistant with a keen interest in personal finance, she supports the daily ongoing administration of our clients’ financial planning and investment management needs.
Hanson Financial Group and Baystate Wealth Management are separate entities from New England Securities.