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 strategies 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 hard-working, 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 strategies are unique to their individual situation. Sean was recognized at a platinum level for "Achieving Client Excellence" each year from 2010 to 2016, a recognition awarded to top financial professionals each year by former broker-dealer Signator Investors, Inc. 

Sean was born, raised and educated in Co, Tipperary, Ireland, and moved to the United States in 1987. His passions include his family and sharing his love of sports and activity with the community. He lives in Osterville and enjoys spending time with his wife, Amy, and their five children.

 

 


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 strategies 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. 

She is the founder and president of WellStrong, a recovery health and wellness community. As an active member of her community, Amy is a volunteer at local road races and is involved in the Cape Cod Cycling Club. 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. When she is not working, she enjoys spending time with her daughter, Ashley.

 

 

 


 

   

ACHIEVING CLIENT EXCELLENCE
The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. The ACE award is granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products. No other factors are considered. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they
representative of any one client’s evaluation.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck