Robert Cotter has been in the financial services industry for nearly 30 years.  Throughout his career, he has provided extensive investment advice to high net worth and ultra high net worth families and businesses owners.  Robert's genuine concern for his clients, motivates him to build long lasting relationships in a planning based practice.  His advisory based investment approach is designed to align the practice goals directly with those of his clients:  To provide the best service, best advice, and best risk appropriate performance for every client.

As a leader in his industry, Robert has also mentored many Financial Advisors and currently oversees a private client office managing over 2 billion dollars in client assets as of 08/31/2022.

Prior to his financial advisory career, Robert operated a successful consulting practice in the Nuclear Power industry.  His engineering degrees as well as his wealth advisory and financial planning education have uniquely prepared him to organize and understand complex investment management products and strategies.

Robert is an avid golfer, skier and wood working hobbyist.  Robert was born in Worcester, Massachusetts and currently lives in Boylston with his wife Sherri, and is a proud father to their children, Heather and Robbie.

NMLS ID: 140313

Chuck is a 1984 graduate of Bentley University with a BS in Economics/Finance and Associates degree in Accounting. After leaving college, Chuck started an Injection Molding Business in Leominster Massachusetts and subsequently built it into a major automotive supplier with 25 million in sales and three plants. After 20 years, Chuck sold this business to a Midwest Automotive Supplier.

Since that time Chuck has been working for Wells Fargo Advisors.  He has attained his series 7 & Series 66 Securities Registrations, Life health and disability insurance licenses as well as his CRPC® designation.

With his 36 years of business experience and his CRPC® knowledge in hand, he has been focusing on helping individuals with their retirement planning as well as businesses with their Qualified Retirement Plans (401K).  The passion of helping any and all people line up their goals is evident in Chuck's success in the financial business. With relationships from his old industry and new relationships, Chuck has built a thriving practice achieving the Premier Advisor status 2011 - 2021.  The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

Chuck is a Worcester born individual who now resides in Sterling, Massachusetts.  He has been married for 35 years to Julie Curtis and has two daughters, Anna and Elena. In his spare time he enjoys golfing, fishing and camping.

Simon Mooney has been working in the financial services industry for nearly 15 years providing guidance to high net worth clients, business owners and investment advisors.

Simon has also mentored several colleagues in the industry to provide premium level service and advice to clients.

Simon is a graduate of Stonehill College, with a Bachelor of Arts Degree in History and a concentration in Communications.  He was a 4 Year Starter as a College Baseball Player.

Prior to his investment services career, Simon spent time in mortgage banking and student loan services.

Outside of work, Simon enjoys running, ice skating, tennis, golf and looking at antique collectables.

Christy has been in the financial services industries for over 25 years.  She attained her Series 7 registration in 2000 and her Series 9/10 registrations in 2007.

Christy received the Premier Client Associate Award in 2014, 2015, 2016, 2017 &2018.  The Wells Fargo Premier Client Associate distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.  

Christy has also received the 2018 Team Member of the Year.  The Team Member of the Year award is given to team members for their service and commitment to the vision, values and goals of the firm.

Christy is a native of Oregon where she graduated Co-Salutatorian, Student Body President, a member of National Honor Society and a 4-year Letterman in various sports.  She relocated to Massachusetts in 1993. She lives in Rochdale MA and has two daughters, Lauren and Taylor.  She enjoys watching Nascar and Boston Bruins hockey, playing volleyball and riding her Harley.