Tim McCahan, CLU, ChFC
Wealth Management Advisor
tim.mccahan@nmfn.com
401-331-8300

Tim provides Wealth Accumulation and Management solutions to our clients. He brings over 25 years of experience creating and managing customized investment portfolios. Together, Matt and Tim bring an integrated approach to providing financial security for their clients.

Dana Barrows, CLU, ChFC, JD
Estate and Business Planning Specialist
dana.barrows@nmfn.com
413-748-8724

As part of our team, Dana offers over 40 years of experience working with high net worth families and successful businesses. With a law degree in taxation, Dana’s expertise lies in helping our clients create efficient estate plans and business continuity strategies. Helping to define and implement your legacy is the type of work that Matt and Dana provide together.

Jeremy Taylor Stowe, CLTC
Group Employee Benefits Specialist
jeremy.stowe@nmfn.com
401-331-8300

Jeremy is our employee benefits specialist. He assists our clients in the design, implementation and servicing of employee benefit packages. Tailored group health, dental, short term and long term disability plans are part of the planning Jeremy offers our clients.

Vikki Sellitto
Executive Assistant
vikki.sellitto@nmfn.com
508-375-0082

Vikki joined our team in 2009.  She manages all aspects of our office operations and is Life, Accident and Health Licensed, as well as Series 6 and 63 Securities Licensed. Vikki is responsible for ensuring that the quality of service you receive is above and beyond expectations!

How can Vikki help you?

• Schedule appointments 
• Welcome referrals & networking opportunities
• Term conversion options
• Coordinating communication with our clients
• Information and service to your insurance policies
  • For online account access anytime, please click here.

Sandra L. Belliveau
Associate Wealth Management Advisor
sandra.belliveau@nmfn.com
401-457-2918

Sandra is our Investment Operations Manager. She has her certification in Financial Planning and holds Series 6, 7, 63 and 66 Securities Licenses. Her responsibilities include investment administration and research, client asset analysis and service. She also supports 401(k) and company retirement plans.

Valerie A. Ducey
Associate Financial Representative
valerie.ducey@nmfn.com
413-748-8725

Valerie directly supports the work Dana Barrows does for our clients. She holds her CLU and HIA credentials. Her responsibility is to provide pre and post-implementation service to our clients. She brings over 20 years of work experience in this capacity.