Stephen White
President & Founder
Stephen is an experienced investment adviser who specializes in developing and implementing workable solutions based on a variety of strong, proven investment and planning avenues. With offices in Boston, Stephen is able to work closely with mutual fund managers and insurance professionals to identify and implement the optimum financial plan for a wide variety of individual goals and requirements.

Stephen has won numerous awards for outstanding achievement in financial planning. Most important, Stephen enjoys working closely with all clients in the area of financial management and derives particular satisfaction from helping individuals and businesses pursue financial security and meet their goals.

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Donna C. Walsh, FLMI, ACS
Vice President, Operations
Donna began her career in the insurance and investment industry in 1980, working for the Boston Agency for Mass Mutual Life Insurance Company as an administrative assistant to three top producers. In 1985, she accepted the position as office manager for the Boston Agency of Union Central Life.

In 1997, Donna joined the Heritage Financial Group's team as the director of administration. In this role, her responsibilities include supervising all office and staff administration, coordinating the processing of new accounts, and managing client services as well as budget and financial matters.

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