MERRIMACK VALLEY
Estate Planning Council

Members

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MemberContact Info:
Kenneth Anding LUTCF

c/o 176 Crescent Street
Stow, MA 01775
Phone: 978-689-6984
Fax: 978-418-9199
Email: kanding@jhnetwork.com
Website:
Naomi J Andon CPA
Shaheen, Pallone & Associates, PC
861 Turnpike Street
No. Andover, MA 01845
Phone: 978-686-7200
Fax: 978-686-4314
Email: nja@sp-cpa.com
Website:
Deborah Baglio Attorney at Law
AndoverLaw, PC
One Elm Square
Andover, MA 01810
Phone: 978-470-2700
Fax: 978-794-5457
Email: dbaglio@andoverlaw.com
Website: www.andoverlaw.com
Ramsey A Bahrawy Attorney at Law
Bahrawy Law Offices
55 Main Street PO Box 455
No. Andover, MA 01845-0455
Phone: 978-682-1141
Fax: 978-686-1130
Email: Ramsey@BahrawyLaw.com
Website:
Robert Bartley CPA, CFP
Bartley Financial Advisors
68 Park Street
Andover, MA 01810
Phone: 978-474-5000
Fax: 978-349-7222
Email: robertb@robertbartley.com
Website: www.bartleyfinancial.com
Louis J Beaulieu ChFC, CTFA, AEP
Enterprise Bank & Trust Co.
222 Merrimack Street
Lowell, MA 01852
Phone: 978-656-5560
Fax:
Email: Louis.Beaulieu@ebtc.com
Website:
Karol Bisbee
Law Offices of Karol Bisbee
Two Main Street, Suite 300
Tewksbury, MA 02180
Phone: 781-438-6060
Fax: 781-438-6011
Email: kbisbee1@aol.com
Website:
George M Bowen CFP®
Capital Management Partners, LLC
187 Lake Street
Peabody, MA 01960
Phone: 978-535-8989
Fax: 978-535-8988
Email: george@capitalmanpartners.com
Website: www.capitalmanpartners.com
Timothy Bugler CFP
Enterprise Bank
222 Merrimack Street
Lowell, MA 01852
Phone: 978-656-5539
Fax: 978-656-5879
Email: tim.bugler@ebtc.com
Website: www.enterprisebanking.com
Christine R Burke CFP©, CLU, ChFC, CLTC
Commonwealth Financial Group
23 Main Street 2nd Floor
Andover, MA 01810
Phone: 978-475-8710
Fax: 978-475-1267
Email: crburke@finsvcs.com
Website: wwwcommonwealthfinancialgroup.com
Raymond J Cannon, Jr. Esq.

575 Turnpike Street Suite 12
North Andover, MA 01845
Phone: 978-989-9999
Fax: 979-989-0089
Email: raycanatt@aol.com
Website:
Peter J Caruso
Devine Millimet & Branch
P.O. Box 39
Andover, MA 01810
Phone: 978-475-2200
Fax: 978-475-1001
Email: pcaruso@devinemillimet.com
Website: www.carusoandcaruso.com
Nicholas J Chapman Esq.
Nicholas J. Chapman, PC
79 State Street
Newburyport, MA 01950
Phone: 978-465-5663
Fax: 978-418-9181
Email: nick@newburyportlaw.com
Website: www.newburyportlaw.com
Priscilla Cubelli CTFA
Eastern Investment Advisors
605 Broadway, LF41
Saugus, MA 01906
Phone: 781-581-4249
Fax: 781-581-4290
Email: p.cubelli@easternbank.com
Website: www.easternbank.com/eia/index.htm
Robert P Ford Esq.
The Willows Professional Park
807 Turnpike Street, Suite 201
No. Andover, MA 01845
Phone: 978-681-0066
Fax: 978-681-6333
Email: rpf@fordlaw.net
Website:
Nicholas Forgione Esq.
Devine Millimet & Branch PA
300 Brickstone Square, 9th Floor PO Box 39
Andover, MA 01810
Phone: 978-475-9100
Fax: 978-470-0618
Email: nforgione@dmb.com
Website: www.dmb.com
Ralph Holmes, Esq
McLane, Glaf, Raulerson & Middleton, PA
Box 326
Manchester, NH
Phone:
Fax:
Email: ralph.holmes@mclane.com
Website: www.mclane.com
Ralph Holmes, Esq
McLane, Glaf, Raulerson & Middleton, PA
Box 326
Manchester, NH
Phone:
Fax:
Email: ralph.holmes@mclane.com
Website: www.mclane.com
Robert H Irving CSA
First Integrity Mortgage LLC
354 Merrimack Street
Lawrence, MA 01843
Phone: 978-686-0394
Fax:
Email: Rhirving@Verizon.net
Website:
Thomas P Kirwin CPA

170 Main Street Suite III
Tewksbury, MA 01876
Phone: 978-851-8111
Fax: 978-851-4319
Email: tom@tpkadvisors.com
Website: www.tpkadvisors.com
Mark Krupkowski
Merrimack Insurance & Retirement Plannin
1538 Turnpike Street
No. Andover, MA 01845
Phone: 978-975-4040
Fax: 978-975-7113
Email: merrimack@netway.com
Website:
Michael Kumph
The Financial Advisors
15 Railroad Street
Andover, MA 01810
Phone: 978-475-3242
Fax: 978-475-3489
Email: mk@tfa.bz
Website: www.tfa.bz
Robert M Lawlor CFP, CTFA
Enterprise Bank Investment Advisory Group
222 Merrimack Street
Lowell, MA 01852
Phone: 978-656-5560
Fax: 978-656-5879
Email: robert.lawlor@ebtc.com
Website: www.enterprisebanking.com
George B Leahey Esq.
Law Offices of George B. Leahey
16 Pine Street
Lowell, MA 01851
Phone: 978-459-6195
Fax: 978-459-2003
Email:
Website:
Justin C Littlefield CFP, CLPC
Boston Partners Financial Group LLC
138 River Road Suite 310
Andover, MA 01810
Phone: 978-689-6909
Fax: 978-689-0952
Email: jlittlefield@jhnetwork.com
Website:
Marybeth McInnis Esq.
McInnis Law Office
807 Turnpike Street
No. Andover, MA 01845
Phone: 978-686-6112
Fax: 978-689-4297
Email: mcinnispc@aol.com
Website:
Matt J McKenzie Executive Vice President
Thomas Brady & Associates
575 Boylston Street 3rd Floor
Boston, MA 02116
Phone: (617) 266-0018
Fax: 978-475-1001
Email: mmckenzie@tbradyandassociates.com
Website: http://www.tbradyandassociates.com/
Jocelyn Mendonsa Deputy Director
Greater Lowell Community Foundation
100 Merrimack Street Suite 202
Lowell, MA 01852
Phone:
Fax:
Email: jocelyn.glcf@verizon.net
Website: www.glcfoundation.org
Jocelyn Mendonsa Deputy Director
Greater Lowell Community Foundation
100 Merrimack Street Suite 202
Lowell, MA 01852
Phone:
Fax:
Email: jocelyn.glcf@verizon.net
Website: www.glcfoundation.org
Joanne Meyers Esq.
Novick & Meyers
3 Courthouse Land Unit 6
Chelmsford, MA 01824
Phone: 978-256-4500
Fax:
Email: novickandmeyers@mindspring.com
Website: www.attymeyers.baweb.com
Heather Miller Personal Lines Marketing Specialist
HUB International New England, LLC
299 Ballardvale Street
Wilmington, MA 01887
Phone: (978) 661-6841
Fax:
Email: heather.e.miller@hubinternational.com
Website: www.hubinternational.com
Heather Miller Personal Lines Marketing Specialist
HUB International New England, LLC
299 Ballardvale Street
Wilmington, MA 01887
Phone: (978) 661-6841
Fax:
Email: heather.e.miller@hubinternational.com
Website: www.hubinternational.com
Elaine B Morgillo Esq.
Morgillo Financial Management
855 Turnpike Street
No. Andover, MA 01845
Phone: 978-975-3000
Fax: 978-975-3323
Email: emorgillo@morgillofinancial.com
Website: www.morgillofinancial.com
Peter J Mullin Esq.
Law Office of Peter J. Mullin
P.O. Box 2507
Lowell, MA 01851
Phone: 978-441-9200
Fax:
Email: pjm@petermullinlaw.com
Website: www.petermullinlaw.com
Colleen D O'Connell
Barradale, O'Connell, Newkirk & Dwyer, P.A.
3 Executive Park Drive Box 12
Bedford, NH 03110
Phone: 603-644-0275
Fax: 603-606-4258
Email: coconnell@bondpa.com
Website:
Robert Paul Financial Planner
LPL
P.O. Box 1424
Lowell, MA 01853
Phone: (978) 441-0883
Fax:
Email: robert.paul@lpl.com
Website: www.hubinternational.com
Robert Paul Financial Planner
LPL
P.O. Box 1424
Lowell, MA 01853
Phone: (978) 441-0883
Fax:
Email: robert.paul@lpl.com
Website: www.hubinternational.com
Louis Pereira Principal
Merrimack Business Appraisers
231 Sutton Street Suite 2K
North Andover, MA 01845
Phone: 978-975-7600
Fax:
Email: lou@mbappraisers.com
Website: www.mbappraisers.com
Sal Petralia CFP
LPL Financial
12 Baldwin Street Suite 3A
Methuen, MA 01844
Phone: 978-975-3060
Fax: 978-975-5593
Email:
Website:
Herbert P Phillips Esq.
Phillips Gerstein Holber & Channen
25 Kenoza Street
Haverhill, MA 01830
Phone: 978-374-1131
Fax:
Email: hpphillips@pghclaw.com
Website: www.pghclaw.com
Renee B Plummer CPA

1168 Lakeview Avenue Suite 23
Dracut, MA 01826
Phone: 978-957-8297
Fax: 978-957-9250
Email: renee.plummer@comcast.net
Website:
Thomas J Queeney VP
MASSBANK
50 Central Street
Lowell, MA 01852
Phone: 978-446-9352
Fax: 978-446-9353
Email: trust_ira@massbank.com
Website: www.massbank.com
Kelly M Quigley Attorney
Devine, Millimet & Branch, P.A.
300 Brickstone Square, 9th Floor
Andover, MA 01810
Phone: 978-475-9100
Fax: 978-470-0618
Email: quigley@devinemillimet.com
Website:
Annmarie Roark
Devine Millimet & Branch
300 Brickstone Square PO Box 39
Andover, MA 01810
Phone: 978-475-9100
Fax: 978-470-0618
Email: aroark@devinemillimet.com
Website:
Robert Robbins
Smith Barney
1155 Elm St. 4th Floor
Manchester, NH 03101
Phone: 603-656-7432
Fax: 603-668-2817
Email: Robert.Robbins@Smithbarney.com
Website: fa.smithbarney.com/Robbins_Casey
John J Ryan III Esq.
Atty John J. Ryan III
70 Bailey Blvd.
Haverhill, MA 01830
Phone: 978-373-1965
Fax: 978-373-6746
Email: jjr3@aol.com
Website:
Brian J Stafford CPA, MST
Stafford Gaudet & Associates
19 Fletcher Street PO Box 367
Chelmsford, MA 01824
Phone: 978-250-0300
Fax: 978-250-0111
Email: bstafford@sgacpa.com
Website: www.sgacpa.com
Steven Stanganelli, CRPC, CFP
Quest Financial Services, Inc.
40 Salem Street Building 2, Ste 3
Lynnfield, MA 01940
Phone: (781) 224-3456
Fax:
Email: steve@questfsi.com
Website: www.moneylinkpro.wordpress.com
Timothy D Sullivan Esq.
AndoverLaw, P.C.
One Elm Square
Andover, MA 01810
Phone: 978-470-2700
Fax: 978-794-5457
Email: tsullivan@andoverlaw.com
Website: www.andoverlaw.com
Paul L Twomey

14 Essex Street
Andover, MA 01810
Phone: 978-475-6776
Fax:
Email: ptwomey@verizon.net
Website: