Our Team

James C. Pinney

James established the firm in 1984. He graduated from Harvard College in 1967 and is a Certified Financial Planner™ (CFP®) and a Chartered Financial Analyst charterholder (CFA). Jim enjoys philosophy, politics and economics.
John Goddard

John became a partner of the firm in 2014. He graduated from Bentley College in 1996 with a degree in Economics-Finance. He is a Certified Financial Planner™ (CFP®). John’s professional affiliations include the Financial Planning Association (FPA) and National Association of Personal Financial Advisors (NAPFA). He has been quoted in national and local publications including the Wall Street Journal and Boston.com. Before joining the firm in 2007 he worked at Merrill Lynch, Ameriprise Financial and John Hancock. John enjoys reading, basketball, golf and spending time with his wife and two sons.
Richard Seeley

Richard graduated from Rensselaer Polytechnic Institute in 1984 with a degree in engineering and a minor in management. He served over 5 years in the United States Air Force during which time he received an MBA. Richard has been in the independent advisory business since 2001 and spent 5 years with Prudential Insurance prior to that. He is a Certified Financial Planner™ professional or CFP® professional. He enjoys being outdoors with his children, coaching little league and is interested in science and cosmology. Having grown up in New Jersey, he is torn between rooting for New York and Boston sports teams.
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Ryan McCarthy

Ryan graduated from the University of New Hampshire where she majored in education. She is responsible for opening new accounts, downloading data from our clients’ custodians, internal accounting and running the office. Ryan joined us in 2008 from another investment advisory firm. She and her dog, Sierra, enjoy camping and hiking.
Sierra

Sierra graduated from New England Puppy School in 2008 with a degree in obedience. She is in charge of warm greetings at the door and general stress reduction for clients and staff. Sierra joined us from Ocean Spray Labradors. She enjoys fetch, running, eating and sleeping.