Walter Bouchard is our Financial Planner. He wants to get to know you, your goals and objectives, as well as any areas of concern that you may have. During this Life Planning Approach, he places high importance on getting to know who you are and where you are financially. He will also identify the areas in which we can create the most value for you in our relationship.
Walter Bouchard is proud to have been recognized as a Vista Club advisor for 2020—a distinction based on annual production that places him among the top 27 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Vista Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Vista Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
Jennifer is our Operations Manager. She manages the day-to-day operations, executes our business plan, and coordinates all our marketing and client events. As our organization grows, she has an excellent track record of assisting the staff through changes and implementing improvements to our business. She is never afraid to take on a new challenge and is a strong believer that a positive mindset achieves the impossible.
Jennifer is a proud mom who enjoys traveling with her daughter to gymnastics meets and sitting at the diamond watching her son play baseball. When she gets time to herself, Jennifer loves wine, photography, kayaking, and traveling.
Client Relations Manager
Catherine is our Client Relations Manager and, most likely, your first point of contact with us. She assists with our scheduling and meeting preparation. Additionally, she assists you in keeping you organized, processing paperwork, and helps you prepare for your meetings. Catherine is a rescue dog mom of a boxer/American Staffordshire terrier mix. She is the first to admit to being one of "those" dog moms. She will start showing you pictures of her dogs and loves it when you share pictures of your pets. In her leisure time, Catherine enjoys horseback riding, hiking, curling up with a good book, and visiting historic sites.