MERRIMACK VALLEY
Estate Planning Council

Members

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MemberContact Info:
Christine R Burke CFP, CLU, ChFC, CLT
Commonwealth Financial Group
23 Main Street 2nd Floor
Andover, MA 01810
Phone: 978-475-8710
Fax: 978-475-1267
Email: crburke@finsvcs.com
Website:
Edward H Adamsky Esq.
Adamsky Law Offices
269 Middlesex Road
Tyngsboro, MA 01879
Phone: 978-649-6477
Fax:
Email: edadamsky@aol.com
Website: www.adamskylaw.com
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:
Richard G Asoian
Devine, Millimet & Branch, P.A.
300 Brickstone Square, 9th Floor PO Box 93
Andover, MA 01810
Phone: 978-388-5658
Fax: 978-470-0618
Email: rasoian@devinemillimet.com
Website: www.dmb.com
Deborah Baglio Attorney at Law
AndoverLaw, PC
451 Andover Street, Suite 185
No. Andover, MA 01845
Phone: 978-794-0360
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: bahrawylaw@comcast.net
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:
Richard G Bourgault Agent Broker
Farm Family Life & Casualty
239 Littleton Rd., 4B
Westford, MA 01886
Phone: 978-399-0025
Fax: 978-399-0079
Email: rich_bourgault@farmfamily.com
Website: www.farmfamily.com
George M Bowen
Capital Management Partners, LLC
100 Corporate Place, Suite 302
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
Susan Callery CFP
Enterprise Bank
222 Merrimack Street
Lowell, MA 01852
Phone: 978-656-5535
Fax: 978-6565879
Email: susan.callery@ebtc.com
Website: www.enterprisebanking.com
John Byrne Carroll Esq.
Carroll Law Office
4 Courthouse Lane
Chelmsford, MA 01824
Phone: 978-459-2828
Fax: 978-453-4286
Email: johnbcarroll@chelmsfordlaw.com
Website: www.carrolllawoffice.com
Peter J Caruso
Caruso & Caruso, LLP
One Elm Square
Andover, MA 01810
Phone: 978-475-2200
Fax: 978-475-1001
Email: pcarusosr@carusoandcaruso.com
Website: www.carusoandcaruso.com
Vincent A Cavallo CFP, CRPC
Ameriprise Financial Services, Inc.
25 Drum Hill Road, Suite 4
Chelmsford, MA 01824
Phone: 978-453-6449
Fax: 978-453-6421
Email: vincent.a.cavallo@ampf.com
Website: www.ameripriseadvisors.com/vincent.a.cavallo
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@easternbk.com
Website: www.easternbank.com/eia/index.htm
Thomas G Dwyer CFP
Resolute Financial
104 State Street
Newburyport, MA 01950
Phone: 978-463-8771
Fax:
Email: tomresolute@verizon.net
Website: www.resolutefinancial.com
Arthur V Ford CPA/PFS, CFP
Sullivan Bilie, PC
600 Clark Road
Tewksbury, MA 01876
Phone: 978-970-2900 x226
Fax: 978-970-3260
Email: art1234@aol.com
Website:
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
Paul J Gagliardi Esq.
Healy, Deshales & Gagliardi, P.C.
26 Market Street
Amesbury, MA 01913
Phone: 978-388-1787
Fax: 978-388-9727
Email: pjg@hdgpc.com
Website:
Darcy P Holland MS, LATC
Solutions for Life-Long Living
6 Chase St.
Newburyport, MA 01950
Phone: 978-462-4193
Fax:
Email: darcyph@msn.com
Website:
Mary M Howie
Law Offices of Mary M. Howie, LLC
1 Styles Road, Rte. 105
Salem, NH 03079
Phone: 603-893-8008
Fax: 603-898-6662
Email: mary@howielegal.com
Website: www.howielegal.com
Robert H Irving CSA
Reverse Mortgage of New England
9 Bartlet Street Suite 11
Andover, MA 01810
Phone: 978-686-0394
Fax:
Email: Rhirving@att.net
Website:
Charles C Ives
First Financial Trust, NA
2223 Washington Street Suite 306
Newton, MA 02462
Phone: 617-658-7630
Fax: 617-658-7650
Email: cives@firstfinancialtrust.com
Website: www.firstfinancialtrust.com
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
Arthur M Kohler
Interate Mortgage
1465 Hookset Rd. Unit 221
Hookset, NH 03106
Phone: 603-485-2100
Fax: 603-268-0547
Email: kohler61@att.net
Website:
David Kronberg
Greater Lowell Community Foundation
169 Merrimack Street Fifth Floor
Lowell, MA 01852
Phone: 978-970-1600
Fax: 978-970-2444
Email: dave.glcf@verizon.net
Website: www.glcfoundation.org
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
Michael J Lapia, Jr.
The Financial Advisors
15 Railroad Street
Andover, MA 01810
Phone: (978) 475-3242
Fax: (978) 475-34
Email: mlapia@tfa.bz
Website: www.thefinancial-advisor.com
Robert M Lawlor CFP, CTFA
Enterprise Bank
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:
Thomas J Licciardello CFP
Licciardello Financial Services
9 Waverly Road
No. Andover, MA 01845
Phone: 978-686-4100
Fax: 978-686-4110
Email: tom@lfsplans.com
Website: www.lfsplans.com
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:
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
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:
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
Gail E Piccolomini
The Law Offices of Gail E. Piccolomini
236 Pleasant Street
Methuen, MA 01844
Phone: 978-685-2424
Fax: 978-685-7077
Email: thepiccs@comcast.net
Website:
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:
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:
Robert J Sechrist CFP, MBA
Sechrist Financial Services
401 Andover Street
North Andover, MA 01845
Phone: 978-682-4682
Fax: 978-975-8942
Email: rsechrist@sechristfinancial.com
Website:
Theresa M Soracco J.D.
Merrimack College
315 Turnpike Street
North Andover, MA 01845
Phone: 978-837-5308
Fax: 978-837-5225
Email: SoraccoT@Merrimack.edu
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
Timothy D Sullivan Esq.
AndoverLaw, P.C.
451 Andover Street Suite 185
North Andover, MA 01845
Phone: 978-794-0360
Fax: 978-794-5457
Email: tsullivan@andoverlaw.com
Website: www.andoverlaw.com
Richard L Sumberg
The Financial Advisors
15 Railroad Street
Andover, MA 01810
Phone: 978-475-3242
Fax: 978-475-3489
Email: dicks@the-financial-advisors.com
Website: www.the-financial-advisors.com
Paul L Twomey

14 Essex Street
Andover, MA 01810
Phone: 978-475-6776
Fax:
Email: ptwomey@verizon.net
Website:
James Ugone
Farmers Financial Group
10 South Main Street Suite 208
Topsfield, MA 01983
Phone: 978-887-6778
Fax: 978-887-5517
Email:
Website:
Antonietta DeVito
DeVito Law Offices
100 Tower Office Park, Suite A
Woburn, MA 01801
Phone: 781-932-7376
Fax: 978-522-8439
Email: ateney@aol.com
Website: www.devitolawoffices.com
Steven Stanganelli, CFP

12 Amidon Ave.
Amesbury, MA 01913
Phone: 978-621-8268
Fax:
Email: stevestanganelli@verizon.net
Website:



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