We are a family business that provides a hands-on approach to all of your financial matters based on three principles:
Trust: We will always act in our clients best interest
Independence: We will always maintain our objectivity
Confidentiality: We will always keep our clients matters confidential
We are committed to being an independent resource for our clients to help them achieve their financial goals and help them to live their ideal life.
BRIAN GOGUEN, MST, CPA, CFP
Brian earned his Certified Public Accountant (CPA) license in 1981 and his Certified Financial Planner (CFP®) designation in 1999 in order to fulfill his clients growing needs. Brian is a Massachusetts Registered Investment Advisor, offering clients financial advisory services on a fee-only basis.
Brian graduated with his bachelors of accounting from the University of Lowell went on to earn his MBA from Suffolk University and a Masters in Taxation from Bentley College.
Brian is member of the American Institute of Certified Public Accountants, Massachusetts Association of Accountants, Financial Planning Association, and the Merrimack Valley Estate Planning Council.
Brian is a lifelong resident of Billerica with his wife Laureen and is actively involved in the local community. Brian is a member of the Billerica Rotary Club and serves on the boards of The Boys & Girls Club of Billerica, Inc. and Massachusetts Association of Accountants.
Dana graduated from Bentley College with her bachelors degree in accounting. Prior to joining our firm, Dana worked as an accountant in the mutual fund industry. Dana and her husband Ed live in Billerica with their three sons: Edward, Jonathan, and Cole.
Sean graduated from the University of Massachusetts Lowell with his bachelors degree in accounting. Sean lives in Billerica with his wife Katie, son Harrison, and daughter Macie. Sean enjoys sports, reading and spending time with family and friends.
THOMAS FITZPATRICK, MBA, EA
Thomas graduated from the University of Massachusetts Dartmouth with his bachelors of Marketing and completed his MBA at Bowling Green State University in Bowling Green, Ohio.
He earned his Enrolled Agent credential in December 2017 and is a federally-licensed tax practitioner who may represent taxpayers before the IRS . Thomas passed the Series 65 exam in January 2020 and is an Investment Advisory Representative.
Thomas is a Certified QuickBooks ProAdvisor for the Desktop, Online, Point-Of-Sale, and Enterprise products.
Prior to joining our firm, Thomas worked as an analyst in the building products industry. Thomas is a lifelong resident of Billerica and resides with his wife, Jacqulyn, and their dog Rae.