Meet the Team

As fiduciaries, we have the client—and only the client—in mind.

We can do one thing that you can never do. We can be objective about your money. Financial planning is not a do-it-yourself project. It takes careful and thoughtful consideration. You have enough on your plate. Let us do the heavy lifting. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help you better prepare for the future.

Sean Moynihan

Financial Advisor

(508) 530-0875

sean@jpsfinancialplanning.com

Sean works to help clients by providing comprehensive financial, retirement, investment, business owner, and legacy planning services using prudent strategies and compassionate and holistic planning.

Jon Loranger

Chief Compliance Operations Officer, Financial Professional

Jon Loranger holds Series 7, 24, 53, and 63 registrations. He oversees the compliance operations of the firm including processes, document archival, and new business approval.to maintain efficient business solutions.

Cassandra Gonzalez, IACCP®

Compliance Coordinator

As Compliance Coordinator, Cassie plays a key role in the supervisory and operational aspects of the firm. She works closely with advisors to approve trades and monitor business activities. Her attention to detail, combined with her...

Maggie Dumas

Client Services

Maggie is an extremely versatile project manager who provides administrative support in a variety of areas. She provides complete back-office technology processing. This includes billing, virtual filing, and reporting.

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience and can help you address your needs of today and for many years to come. We look forward to working with you.

Contact Us

At our firm, we have the client—and only the client—in mind.

We believe a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you address your financial goals and objectives, using the most efficient methods available.