Broker Check
How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Aaron A. Milne, CFP, EA


Aaron graduated from Granite State College with a Bachelor’s in Business Management and a Minor in Economics. He then went on to Southern New Hampshire University where he received his Masters in Finance, with a focus in...

Read more

Linnea Couture

Executive Assistant


Linnea graduated from Salve Regina University in Newport, RI with a Bachelors of Arts degree in American Studies and a minor in Historic Preservation. Linnea has years of experience in the financial services industry helping clients...
Read more