Meet Your Team

At Grandview Partners

A Group Committed to Providing

A High-Touch and Collaborative Client Experience

The name “Grandview” represents imagery consistent with that of pursuing one’s financial goals and aspirations. To that end, we remain focused on helping you successfully pursue yours. “Grandview” was also the name of a dairy farm that Peter’s great-grandfather, George, and grandfather, James, owned and operated for much of the early and mid-1900s. The farm was situated in central Massachusetts with views of a large valley and rolling hills. After selling the farming rights to a large local milk distributor in the '80s, James sectioned off the land for each of his five daughters.

As a team with vast and in-depth industry knowledge, we strive to work closely with you in balancing your financial and personal objectives - for the length of your life and for future generations.

Douglas R. Mavilia, CFP®

Founding Partner

Douglas R. Mavilia, CFP^®

CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL

What do you enjoy most about being a financial planner?

Financial planning combines many different activities and skill sets that appeal to me. The three skills I use during financial planning are communicating, problem-solving and helping others. It’s exciting to meet new people, learn about their background and their goals. I enjoy organizing their plan and putting together the various puzzle pieces of their financial life to figure out the best course of action for them to take to achieve their goals. Then over time, through an ongoing service process, the relationship with my clients grows stronger, which allows me to keep them on track as they reach their financial milestones.

What do you enjoy most about being part of GVP?

When we formed GVP, we thought long and hard about the type of company we wanted to create. We looked to our own personal values – family, honesty, friendship, trust – and tried to create an environment and culture that is representative of those values. I genuinely enjoy coming to work every day and being around the people I work with. We are supportive of one another, both in and outside of work. I believe that this trickles down to the feeling our clients get when they walk through the front door – a sense that we care about them and want to support them as they navigate their financial life.

What personal accomplishments are you most proud of?

I am the very proud dad of my two sons, Dean (10) and Drew (7). I’m happy that I have been able to coach most of their sports teams, including baseball, basketball and football.

When you’re not in the office, what do you do?

In the summer, as a family, we usually spend our time near the water – either a beach, a lake or a pool. My boys and I enjoy fishing, and my wife enjoys hearing their stories about how big the sunfish was that they caught.

However, when my wife, Lisa, and I can get away, we enjoy catching some live music. We especially enjoy attending Dave Matthews Band concerts and have been to more than 50 shows together.

Where does your story begin?

I grew up an only child in Weymouth, Massachusetts. After attending Weymouth High School, I went to Bentley to study business and finance. While in college, I met my wife, Lisa. We now live in Hanover, Massachusetts with our two boys, and our dog, Holly.

Who was the biggest influence on your career choice?

When I was attending Bentley University, the field of finance was most interesting to me. I took a course in personal financial planning and, from the start, I was hooked.

At the time, my professor, David Milton, was a practicing CFP® professional, which is where the real-life application and the academics came together. As I went through several more of his classes, his guidance was instrumental. At the conclusion of those classes, it was clear what my career choice would be.

Education:

Bentley University – B.S. Finance, 2002
Boston University – Certificate, Financial Planning

Financial Certifications:

CERTIFIED FINANCIAL PLANNER™ (CFP®) PROFESSIONAL

This certification is the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements and commit to CFP Board's ethical standards that require them to put their clients' interests first.

Awards:

Forbes Top 1000 Next Gen Wealth Advisor, 2019
Forbes Top 500 Next Gen Wealth Advisor, 2018
Five Star Wealth Manager 2012-2020

¹ Five Star Award is based on 10 objective eligibility and evaluation criteria including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, fulfillment of firm's internal review, accepts new clients, client retention rates, client assets administered, number of client households, education and professional designations. In 2017, 2,530 Boston wealth managers were considered for the award; 632 (25 percent of candidates) were named Five Star Wealth Managers. The award is not indicative of the wealth managers' future performance. For more information please visit www.fivestarprofessional.com.

²The 2017 ranking of Forbes’ Top 500 Next Generation Wealth Advisors1 recognizes advisors born in 1980 or later with a minimum of four years of experience. Advisors were rated based on a proprietary algorithm of qualitative and quantitative criteria: assets under management, revenues generated for their firms, client retention, industry experience, credentials, and compliance records. SHOOK Research also employs an opinion-based weighting system that prioritizes its preferred “best practices,” which include business models, activities, processes, and structure. Overall, 2,356 advisors were considered, and 500 (21 percent of candidates) were recognized. Click here for the full methodology²that Forbes developed in partnership with SHOOK Research.

1 This recognition and the due-diligence process conducted are not indicative of the advisor’s future performance. Your experience may vary. You are encouraged to conduct your own research to determine if the advisor is right for you.

2 Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.

3 The 2018 ranking of Forbes’ Top 1,000 Next Generation Wealth Advisors1 recognizes advisors born in 1980 or later with a minimum of four years of experience. Advisors were rated based on a proprietary algorithm of qualitative and quantitative criteria: assets under management, revenues generated for their firms, client retention, industry experience, credentials, and compliance records. SHOOK Research also employs an opinion-based weighting system that prioritizes its preferred “best practices,” which include business models, activities, processes, and structure. Overall, 5,832 advisors were considered, and 1,000 (17 percent of candidates) were recognized. Click here for the full methodology² that Forbes developed in partnership with SHOOK Research.

2 Portfolio performance is not a criterion due to varying client objectives and lack of audited data. SHOOK does not receive a fee in exchange for rankings.

Timothy A. Ryan, CRPC®

Founding Partner

Timothy A. Ryan, CRPC^®

FINANCIAL PLANNER

What do you enjoy most about being a financial planner?

The people. I enjoy seeing firsthand the positive effects that financial planning can have on people’s lives. When I see a plan put in motion 5, 10 or 15 years ago come to fruition; when the client celebrates their last college tuition check or transitions to retirement, it brings me great joy to know the work we do has a tremendous impact on our clients and their families.

What do you enjoy most about being part of GVP?

I’m extremely proud of the foundation we have created for Grandview as one of the three founding partners of our firm. Doug, Pete and I have the ability to create the vision of the financial planning firm we think is best suited for the families we work with. We have an incredible support staff and external mentors who we can always reach out to. I’m proud to come to work each day, and I love working with the team we have created, we have fun together and we all genuinely love the job.

Where does your story begin?

I grew up in Longmeadow, MA, the youngest of three boys. I have known my wife, Jodi, since we were in first grade. Although we did not officially date until after college, she would say that I was her first boyfriend in the 6th grade (I disagree). After graduating from high school, I attended Providence College where I majored in English and played on the lacrosse team. I moved to Boston following graduation. I began my career as a financial advisor with Ameriprise Financial in October 2003.

What personal accomplishments are you most proud of?

My girls, Sophie (8) and Harper (7). They are loving, independent and fun. It’s incredible watching them grow and develop into such amazing people. So close in age but so different from each other. Sophie has a huge heart and is an incredibly caring person. Harper is the fearless one. It is not uncommon to find her climbing trees or doing flips on the trampoline. They may test my patience on occasion, but they also make me laugh like no one else!

When you’re not in the office, what do you do?

When I am not in the office, I love spending time with my family. In the winter, you can find us skiing on the slopes of Mount Snow, VT. I love teaching our girls to ski! It won’t be long until I am chasing them down the mountain. When the weather gets warmer you will find me outside as much as possible. I am an avid cyclist and enjoy long rides on the weekend. In the last few years, I have become pretty obsessed with golf. My goal is to break 90. I have come close a few times!

Who was the biggest influence on your career choice?

My parents. My dad worked in the financial services industry his entire career, while my mom worked the night shift as a nurse at a nearby hospital. They both had a tremendous work ethic. However, they were great at balancing work and home life. They never missed any of our games or school activities! Somehow they made it work, and are amazing partners to this day. They still both work on the New York Times Sunday crossword puzzle together every weekend, often completing it in a few hours. My parents are a great sounding board for any issues, questions, or problems I might be dealing with.

Education:

Providence College – B.S. Arts, 2001

Recent Honors:

Five Star Wealth Manager 2017 and 2018
*Five Star Award is based on 10 objective eligibility and evaluation criteria including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, fulfillment of firm's internal review, accepts new clients, client retention rates, client assets administered, number of client households, education and professional designations. In 2017, 2,530 Boston wealth managers were considered for the award; 632 (25 percent of candidates) were named Five Star Wealth Managers. The award is not indicative of the wealth manager's future performance. For more information please visit www.fivestarprofessional.com.

Peter J. Smith, CFP®, AIF®

Founding Partner

Peter J. Smith, CFP^®, AIF^®

CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL

What do you enjoy most about being a financial planner?

Making a meaningful impact on my clients’ lives. Financial planning allows me to interact with and help people from different stages of their lives and careers, whether they are business owners, corporate employees or busy families looking for guidance. By acting as a client’s trusted consultant, I am able to work through complicated financial situations and provide clarity and comfort. This comfort allows my clients to make informed and empowered decisions so they can focus on their profession and family.

What do you enjoy most about being part of GVP?

As a CERTIFIED FINANCIAL PLANNER™ professional practitioner, I focus on a deep understanding of each client and their unique goals. At Grandview, we are collaborative and supportive of one another to foster a “do unto others” atmosphere.

What personal accomplishments are you most proud of?

Growing up, I always wanted to carry on the Grandview moniker in honor of my grandfather James and great-grandfather George Nydam’s dairy farm. Seeing “Grandview” on the wall when I enter the office every day reminds me of my family, their hard work and their dedication to family.

When you’re not in the office, what do you do?

If you are looking for me outside of the office, you can find me spending time with friends and family. These days, that includes mostly chasing my boys, Maxwell and Elliot, around the house! When I’m not at home, you can find me on the coasts of Spain, at a café in Paris, or sailing around the Mediterranean with our close friends. My wife, Jillian, and I can also be found at local concert venues enjoying all types of music and eating at new (or our favorite) restaurants. In the summer, I work to improve my golf game, but that isn’t something I can brag about (yet). If the snow is falling, you’ll find me on the slopes trying to get that first chair!

Where does your story begin?

I grew up in Central Massachusetts surrounded by family on my grandpa’s farmland. From an early age, we were out working hard baling hay, cutting grass or getting into trouble. After finding out my color deficiency would not allow me to pursue my dream of naval aviation, I went on to attend Boston University. I started dating my future wife, Jillian, during my senior year at BU. I began my career in financial services at a large institution working in their mutual fund department. We now live in Wellesley, MA with our goofy French Bulldog, Fritz.

What was a turning point where you decided to pursue financial planning?

I experienced a turning point in my career choice around the time my parents went through a difficult divorce. I was working in finance but had not fully committed to my career. My mother relied on me to help her through a lot of the major decisions she was making. She leaned on me for my knowledge and guidance and I realized how important it is for people to have a trustworthy, knowledgeable person to help them make sound decisions. From that point on, I knew this was the only career for me. I committed to taking the CERTIFIED FINANCIAL PLANNER™ exam the next year. I continue to work hard to increase my knowledge so that I can provide advice that I would be comfortable giving to my mother.

Charity:

I am a proud supporter of Find the Cause Breast Cancer Charity where I am a board member. Find the Cause funds scientific research on the environmental causes of breast cancer. Family members, and more recently, my own mother, have had to deal with this terrible disease. When I consider that 1 in 8 women will be diagnosed in their lifetimes, and 90 percent of it is not based on family history, I am determined to help find the cause and ways to avoid this for other families.

Education:

Boston University Questrom School of Management
Major in Finance and Minor in Economics
Boston University – Certificate, Financial Planning

Financial Certifications:

CERTIFIED FINANCIAL PLANNER™ (CFP®) PROFESSIONAL

Accredited Investment Fiduciary® (AIF®)

The AIF® Designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a rigorous training program.

Awards:

Forbes Best In State Wealth Advisor, 2022
Forbes Top 500 Next Gen Wealth Advisor, 2018
Forbes Best in State Next Gen Wealth Advisor, 2019, 2021, 2022
Five Star Wealth Manager, 2017, 2018, 2019, 2020, 2021, 2022

*Five Star Award is based on 10 objective eligibility and evaluation criteria including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, fulfillment of firm's internal review, accepts new clients, client retention rates, client assets administered, number of client households, education and professional designations. In 2017, 2,530 Boston wealth managers were considered for the award; 632 (25 percent of candidates) were named Five Star Wealth Managers. The award is not indicative of the wealth managers' future performance. For more information please visit www.fivestarprofessional.com.

The 2017 ranking of Forbes' Top 500 Next-Generation Wealth Advisors and 2019 ranking of Forbes’ Best-In-State Next Generation Wealth Advisors (1) recognizes advisors born in 1980 or later with a minimum of four years of experience. The advisor was rated based on a proprietary algorithm of qualitative and quantitative criteria: assets under management, revenues generated for their firms, client retention, industry experience, credentials, and compliance records. Shook Research also employs an opinion-based weighting system that prioritizes its preferred "best practices," which include business models, activities, processes, and structure. In 2019, 6,389 advisors were considered, and 1,495 (23 percent of candidates) were recognized. For the full methodology (2) that Forbes developed in partnership with SHOOK Research, please visit www.forbes.com/top-millennial-advisors and www.forbes.com/sites/rjshook/2019/06/25/2019-top-next-gen-wealth-advisors-methodology/

(1) This recognition and the due-diligence process conducted are not indicative of the advisor's future performance. Your experience may vary. You are encouraged to conduct your own research to determine if the advisor is right for you.

(2) Portfolio performance is not a criterion due to varying client objectives and a lack of audited data. SHOOK does not receive a fee in exchange for rankings

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Rick Greenwood, CPA, CFP®

Certified Financial Planner

Rick holds a master’s degree in taxation from Bentley College and a bachelor’s degree in accounting from Suffolk University. He is a member of the American Institute of Certified Public Accountants, and has been awarded their specialty designation of Personal Financial Specialist (PFS). He is also licensed to assist clients in obtaining coverage for life, health, and long-term care insurance.

Rick earned the certification of CFP® from the CERTIFIED FINANCIAL PLANNER Board of Standards. He is an Investment Adviser Representative of Commonwealth Financial Network®.

Rick has been chosen as one of Boston's Five Star Wealth Managers for 2017 by Five Star Professional. This is his 5th year in a row being named a Five Star Wealth Manager*. The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology which incorporates input from peers and firm leaders along with client retention rates, industry experience and a thorough regulatory history review.

Clients say that one of the benefits of working with Rick is his ability to provide clear, easily understood explanations of financial products and services. Many of our clients have worked with us for more than 20 years!

Rick Greenwood is proud to have been recognized as a Summit Club advisor for 2020—a distinction based on annual production that places him among the top 20 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 Summit Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Summit 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.

*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2,467 Boston wealth managers were considered for the award; 626 (26 percent of candidates) were named 2017 Five Star Wealth Managers. These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

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Lindsey A. Knapp

Director of Operations

Lindsey A. Knapp

Director of Operations

Lindsey joined Grandview Partners in 2017 and oversees all operations of the company. Your first interaction with Lindsey will often be during the onboarding of your financial plan. She is responsible for opening accounts, money movement requests, asset transfers, and general account changes or inquiries. Should you ever need help but are unsure of where to start, Lindsey can help point you in the right direction!

What do you enjoy the most about working as a Client Service Director?

As Director of Operations, the responsibility to the firm and the client is what I enjoy most. I love the variety that each day brings and the different responsibilities to manage. I enjoy being able to oversee projects start to finish, while providing clients with the communication and trust they need during the financial planning process. I am impressed with how much there is to learn. Whether it is working on a new type of account transfer, researching estate planning, or learning new roles about retirement accounts, there is always something new to gain. Most importantly, I enjoy the personal element in this position; being able to hear stories from our clients and getting to know more about them and their families is what reminds me how impactful I can be in this role.

What do you love most about being part of GVP?

I would say our company culture and our clients. My prior work experience has been in a corporate setting, so switching to an independent office and being a key piece to Grandview Partners is great. The culture here is positive and motivating, but we also have a strong work ethic. We always work together as a team to do the best for our clients and set goals to make our team successful. As for our clients, they are the glue to our firm; without them we would not be here today! I love that I get to interact with our clients directly and the impact I have in ensuring they have a positive experience with Grandview Partners.

When you are not in the office, what do you do?

When I am not in the office, I enjoy spending time with my family and being outdoors as much as possible. I enjoy hiking, skiing, hanging out at the beach, gardening, and any type of home project. I also love sports and grew up playing basketball, so you can find me watching sports or cheering on my 13 year old stepson, Billy, at his sporting events. Most of my free time is spent taking care of our new puppy, Lady, an American Bully. We also have a 9-year-old Pitbull at home, Bodhi, so there is never a dull moment between their "zoomies" and need for attention. Although I have lived in the Boston area for some time, I am still exploring the never-ending beautiful sights and scenery around New England on the weekends. If you have a recommendation for a great weekend trip, let me know!

What qualities of yours make you best suited to do what you do?

My ability to multi-task, stay organized, and steady demeanor suite me well for this role. As a support for three financial planners, I manage the day-to-day operations of the office. The role requires me to be ready for anything on a daily basis, including money movement, asset transfers, onboarding of new clients, and account inquiries. The ability to balance it all in an organized fashion while having a pleasant attitude is my goal. I genuinely care about and know the influence I can have on the client and financial planner; their approval and satisfaction with my work keeps me going!

Where does your story begin?

My story begins in Pittsburgh, Pennsylvania, a few minutes north of the downtown area. As the youngest of 5, with 2 sisters and 2 brothers, there was never a dull moment! I grew up playing basketball and traveled throughout the neighboring states on weekends playing AAU Basketball. I spent my first year of college in Louisiana at the University of Louisiana – Lafayette, then transferred back to Pittsburgh and graduated from Point Park University in 2012. I graduated Summa Cum Laude with a major in Economics and Finance and minor in Business Management.

I started my career as an Internal Wholesaler for Federated Investors, an investment management firm, in their Separately Managed Accounts division and obtained my Series 7 & 66 FINRA Licenses. After 4 years with Federated, I made my way to New England, moving to Providence, RI to be with my fiancé and stepson, while working as an Investment Consultant for Merrill Edge. With this experience at Merrill Edge, I realized what I was truly passionate about and that is when I found my home with Grandview Partners. Today, my family and I reside in Rhode Island.

What have you learned from your clients?

What I have learned and continue to learn from clients is that life is short, and nothing is promised. Since our firm handles the entire financial planning picture, we see all stages of life and the ups and downs that people can go through. We see wonderful milestones that our clients experience, but we also see unfortunate events that no one can control. All of this is a humbling reminder that life is short and the importance of planning for the unknown.

What's something about yourself that may surprise your clients?

I have a huge interest and passion for interior design & home projects. It was something I originally planned to major in and build a career out of. Now I enjoy it as a hobby and find great reward in helping those around me with design ideas.

Education:

Point Park University, 2012 - Pittsburgh, PA
Bachelor of Science, Economics & Finance
FINRA Series 7, FINRA Series 66

Susan A. Crogan

Client Service Associate

Susan Crogan

Client Service Associate

Susan started at Grandview in July 2020. She worked for Doug, Peter and Tim for several years and is just returning to the team. Susan will most often be the first voice you hear when calling into Grandview. She will be the main contact for scheduling of appointments and will also help to maintain account records (update addresses, family changes, etc).

Where does your story begin?

I was born and raised in Reading, MA, the youngest of eight children. For me, growing up in such a big household is all I know, so it always catches me by surprise that people are fascinated by this. I have four brothers and three sisters and between all of us, my children have 18 cousins and two second-cousins—just on my side of the family. It makes for noisy and chaotic gatherings and we love every minute of it.

We love hosting holidays at our house, having as much of the family together as possible. We never have enough room, but we manage to have the best time together.

How did you find yourself in Grandview?

In 1988, my first job was at Northwestern Mutual Life Insurance Company, where I worked as a policy services coordinator in Boston. I worked there through 1994 when I had my first daughter. In 2005, when my girls were older, I started back at Northwestern Mutual, in Wellesley, where I met Doug Mavilia. I stayed at NM for several years before moving over to start working with Doug as he transitioned into a financial advisor role. I worked for Doug for seven years, from 2010 to 2017 — adding Peter and Tim along the way. After a few years with another company, I found my way back to the team, and I could not be happier!

What qualities make you best suited for what you do?

I love interacting with people, first and foremost. Answering the phone, exchanging emails with clients, learning about their families, and sharing mine is something that doesn’t feel like work for me. Scheduling appointments is a big part of my job here, which means that I am able to be in touch with many people regularly, and I love the chance to check in with you. I have an unusual memory and recognize voices quickly, so it is nice to often be the one answering the phone.

When you are not in the office, what do you do?

I have been married for nearly 30 years to my husband, Chris, and together we have two beautiful daughters, and one perfect pup. Chris and I love house projects and renovating – slowly updating our house one room at a time. In addition to being a firefighter, Chris is a finish carpenter, so that helps quite a bit when I have a vision for something grand! I love to spend as much time as possible with my girls, Alexandra and Gabrielle, usually exploring the city together or finding the best restaurants around. One of our favorites right now is in the North End – La Famiglia Giorgio’s.

Something about me you might be surprised to know:

When it comes to fitness, I am extremely competitive. If you can deadlift 200 pounds, I will try my hardest to lift 201. Working out is something that I discovered after my girls were a bit older, and I fell in love with the feeling of getting stronger and more able. I often spend my lunch break at the gym, lifting weights or pushing sleds. One of my goals at the end of every day is to have walked more steps than Tim!

Mia J. Drummey

CLIENT SERVICE ASSOCIATE

Mia Drummey

Client Service Associate

Mia joined Grandview Partners at the beginning of 2022. She is often assisting client service related requests by preparing forms for new accounts, asset movement requests, and account registration changes. You will engage with Mia during your initial stages in the Financial Planning process as she is responsible for collecting Wealth Management Agreements and granting access to our client portal, Investor 360. She facilitates marketing campaigns as well, so you will receive newsletters and any mass client communications from her.

Where does your story begin?

My story begins in my hometown of Walpole, MA where I grew up as the youngest of five girls. My siblings are my closest friends and my most valuable role models who, along with my parents, have always been the centerpiece of my life. Playing sports was a significant part of my childhood as sporting events were where I built strong friendships and learned lifelong lessons. Lacrosse was my favorite sport at a young age, and I still love to pick up the stick here and there, but after high school, I took a break from athletics and continued my education at Bentley University in Waltham, MA. I always had a liking for business, so Bentley was the perfect fit. After learning the fundamentals of finance, I took a few courses in financial planning and they immediately sparked an interest in me. I decided to pursue this field a bit more, which led me to graduate from Bentley with a financial planning degree. I am a recent graduate as of December 2021 and I joined GVP shortly after in January of 2022.

When you are not in the office, what are you doing?

On a nice day, I love getting outside for a walk, whether that’s with some friends or while listening to a podcast. My family has two dogs, so they often accompany me as well. Every summer I look forward to an annual camping trip to Vermont. For as long as I can remember, this trip has been a tradition among my family, neighbors, and friends. It is a time when we all unplug, embrace the beautiful nature up North, and enjoy each other’s company. On other summer days, I visit family along the coast in Gloucester and enjoy time on Cape Cod.

Growing up just outside of Boston, you can often find me going into the city for events, shopping, and food. One of my favorite things to do in the city is exploring the restaurant scene and visit acclaimed spots. My mom has been in the food & catering industry for years, so I’m always interested in a good meal or trying something new. Some of my best memories are also in Boston, like going to concerts with friends or attending Boston sports games.

How did you find yourself at Grandview?

I first met Doug, Tim, and Pete when I worked in my mom’s café located in the same building as Grandview’s office. It also just so happened that my Financial Planning professor at Bentley University worked closely with all three of the partners as well. I was fortunate to be referred to them as I wrapped up my senior year, just as they were looking to fill an open role at the firm. All the pieces connected when I spoke with everyone at Grandview, and I quickly knew that it was the right fit for me. I am excited to assist and interact with clients while continuing to learn at Grandview where the culture is both supportive and collaborative.

What’s something about yourself that may surprise clients?

Growing up as the youngest of five girls influenced many of my interests from a young age, including my liking for fashion and beauty. I still have a love for both, and I assist a Boston makeup artist with bridal parties for weddings on most weekends. This is something I’ve been doing since I was 18, and art is a passion of mine that I love practicing in my free time!

Education

Bentley University, 2021 - Boston, MA
Bachelor's Degree in Finance & Personal Financial Planning

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Andy Billard

Associate Financial Planner

Andy Billard

Associate Financial Planner

What do you enjoy the most about working as Paraplanner?

The most rewarding thing about my profession is helping people reach their goals whatever they may be. I love the collaborative nature of figuring out how to get people to where they want to be throughout different stages of life. Whether it’s figuring out how to fund college, take a dream vacation, or get that country club membership. I want to help you cross that finish line.

When you are not in the office, what do you do?

Outside of the office, I love spending time with my wife Stacie, daughter Harper, and pup Copper. Most of my personal time is spent watching an infant learn to navigate the world, but when there is a break, we like to go to Coastal Maine in the summers or visit family around the country. My wife and I have a goal to visit every state together (driving through or airports don’t count) and so far, we are up to 18 and DC. I have been an avid drummer for over 25 years and play regularly around Greater Boston.

Where does your story begin?

My family bounced around between Germany and the US when I was young, but eventually settled in the Kansas City area where I grew up. To escape the heat of Midwest summers, my family would visit my grandparents in Maine. My brother and I have many fond memories of summer camp and seafood. I have always loved music and spent a decade managing music stores while teaching people from 5-55 how to play drums. After a request to help manage a new store in Braintree, MA, my wife and I moved to Quincy in 2012 where we have been since. After some time, I was ready for a change and decided to transition to the financial sector in 2015. I joined a large custodial bank, which really sparked my interest in the industry. As I explored different areas of finance, I realized I was passionate about helping families achieve their financial goals, so in 2020, I pursued the advisory world. I have been working on the path to becoming a financial advisor and will be sitting for my CFP Certification in July 2023.

What have you learned from your clients?

Retirement means different things to everybody and I really enjoy helping people put those puzzle pieces together. There isn’t a one size fits all solution when it comes to how people want to spend their time and I love learning what people’s goals are.

What's something about yourself that may surprise your clients?

I LOVE comic books. Every Wednesday, I can be found at the comic book store to get new issues. My favorite is Spider-Man and I currently have every consecutive issue from 1973 until today.

Who was the biggest influence in your career choice?

Personal finance has always been something that had interested me before joining the profession. I would regularly discuss different aspects of savings, real estate, or planning with my friends and family but my wife encouraged me to follow my passion in financial services. I love learning new ideas every day from reading about new investing strategies to learning a new language. I can’t thank my family enough for the consistent support they provide.