Our Team

 

We deliver a unique experience to our clients by offering the services of every professional
in the office, not just one individual.

What this means is that you work with a team of individuals, each bringing unique skill sets, perspectives and subject matter expertise that will help you meet your goals. The real benefit is the confidence and satisfaction in knowing that your solutions are designed in your best interest and that you are receiving the personalized attention and focus you deserve.


 

 


Sean G. Doherty, AIF®, RICP, LUTCF

Financial Adviser

Serving Clients since 1989


 





Clients have chosen to work with Sean because he is professional, trustworthy and passionate about helping people attain their goals. The extra time he spends with his clients is key to understanding their needs and the benefit to them is the confidence they receive in knowing solutions are unique to their individual situation. Sean was recognized at a platinum level for "Achieving Client Excellence" by Signator Investors, Inc each year from 2010 to 2016, a recognition awarded to top financial professionals each year.

Sean was born, raised and educated in Co, Tipperary, Ireland, and moved to the United States in 1987. Sean is very involved in his community as a member of the Osterville Business and Professional Association, Trustee of the Osterville Library and a race director and volunteer at local Cape Cod road races. His passions include his family and sharing his love of sports and activity with the community.

 


 

Named 2016 Five Star Wealth ManagerSM
 

 

 


Amy C. Doherty, RICP® 

Practice Manager

Serving Clients Since 2006

 

 





Amy is the team's practice manager. She acts as a paraplanner to conduct research and create meaningful financial analyses to ensure each client receives the best investment and insurance solutions for their individual needs. She organizes and supervises the team's practice and is dedicated to providing superior service and assisting clients with their financial needs.

A graduate of Boston College, Amy is an accomplished professional business woman with a background in the development and management of corporate finance and business systems. In addition to obtaining her insurance license and securities registrations, Amy has also attained the Retirement Income Certified Professional (RICP) designation.

As an active member of her community, Amy is a volunteer at local road races, is involved in the Cape Cod Cycling Club and is on the Steering Committee for the Osterville Business and Professional Assocation. She loves traveling and spending time with family and stays active with cycling, running and triathlons.

 

 


Eileen O. Holloman

Customer Services Coordinator

Serving Clients Since 1992

 

 

 




Eileen brings excellent customer service and organizational skills to the team. With her pleasant and compassionate nature, she has always excelled in working with and helping others. Clients enjoy working with Eileen because of her skill, efficiency, and focus on service.

Eileen is a graduate of Southern Vermont College with a Bachelor of Science in Resort Management. She enjoys spending time with her daughter and is also involved in her community as a member of the Cape Cod Young Professionals, and We Can.

 

 

The Five Star Award is a client services award issued by Five Star Professional, based on an overall evaluation score of a wealth manager that reflects an average of all respondents and may not be representative of any one client’s experience. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Boston Magazine.