FFA Co-Leader

Charles Humphrey is an Independent registered investment adviser and financial planner; he holds a Bachelor of Science [Engineering] degree from the US Naval Academy, Annapolis, MD. In addition, he completed Officer qualifications at the Navy Supply Officer School, Athens, GA when he was recommissioned as a Supply Officer, US Navy. Following his honorable discharge from more text

the US Navy, he entered private business where he developed businesses for world-wide firms in the consulting, insurance, and accounting industries. As consultant to D-H senior leadership since 1981, Mr. Humphrey, a partner with KPMG world-wide accounting firm, served as actuarial and benefits consultant in connection with the D-H Pension Plan; working with the Clinic CEO and physicians, he conducted two strategic employee benefit plan development studies and was instrumental in developing the current DC Retirement Program.

Following his retirement from KPMG, Charles formed C. E. Humphrey Associates in Pittsfield, NH, an independent investment advisory firm, and as President and CEO he heads its consulting and investment advisory practice.

More recently, Charles, together with Dr. Eric Wadsworth, PhD, co-founded and co-leads the Financial Fitness Advisory (FFA) services. As FFA co-leader he serves as investment and benefits consultant for D-H Benefits and Finance team; he continues to counsel D-H employees [including physicians and senior leadership] in all aspects of financial planning and investing, and provides leadership to the FFA team.

Eric B Wadsworth

FFA Co-Leader

PhD, CPA, CFP®;  Specializing in retirement planning, personal taxation and asset allocation, Eric has served as Director of Personal Retirement Planning for both large and small CPA firms. After several years working in industry, he now practices with Wadsworth-Hansen Financial Planners, in Lebanon, NH. He holds licenses as a Certified Public Accountant and a Certified Financial Planner,more text

as well as an appointment at Dartmouth’s Geisel School of Medicine and adjunct appointments at the Tuck School of Business at Dartmouth and the University of New Hampshire system.

Dr. Wadsworth graduated with a degree in mathematics from Dartmouth College, received his MBA from the University of NH system, and earned his PhD in Management Science.

FFA Program Manager

CFP®, Independent Registered Investment Adviser; a graduate of the University of New England, Lesley College,  and Merrimack College. Cindy has over 25 years of experience in Defined Contribution Plan operations and consulting including over 20 years working with Dartmouth-Hitchcock Clinic in connection with the 401K/403B/401A plans.

Leif Daulaire

Financial Advisor

Leif Daulaire is a financial advisor providing comprehensive financial planning services, including retirement planning and education funding. He holds Bachelor’s Degrees in Management and Economics and is Series 65 licensed. Leif practices with Wadsworth-Hansen Financial Planners in Lebanon NH. Previously, he spent over a decade in Human Resources managing benefits and compliance.

Mark S Hansen

Financial Advisor

CFP®, Independent Registered Investment Adviser, Certified Public Accountant; a graduate of Dartmouth College, Mark formed and, for over 19 years has managed his own independent public accounting, tax and financial planning professional practice in West Lebanon, NH.

Financial Advisor

Casandra is a consultant, investment advisor and financial planner.  She joined the firm in April 2019 after spending 5 years as a Wealth Management Advisor for TIAA.  Prior to that, she worked both as a Financial Planner and on the asset management and distribution side of the business.  Her specialties include comprehensive financial planning, risk assessment, retirement income planning with a focus more text

on asset distribution and estate planning.  She has a knack for making complex financial concepts understandable.

Casandra has a B.S. in Business Administration from The University of Connecticut and an M.B.A. from Sacred Heart University.  She is Series 65 licensed and carries her insurance licenses for VT, NH, and MA.

When not working, Casandra likes to spend time with her young daughter and husband. She enjoys activities such as skiing, hiking, kayaking, camping and sailing.

Karen Kelly

Financial Advisor

Karen Kelly is a Certified Student Loan Advisor and holds the Series 65 license.  She has over 15 years of experience running her own firm helping financial planners and fund managers with their due diligence efforts.  Prior to this, Karen helped launch Sail America – the sailing industry’s first national trade association.  She led the multi-million dollar association for many years as its Executive Director.  more text

Karen earned a BS degree from the Carroll School of Management at Boston College.  She is currently working towards her CFP and is a member of The Massachusetts Chapter of the Financial Planning Association (FPA).

 

Financial Advisor

Marcia joined the Financial Fitness Advisory team in May of 2014. She is a Financial Advisor working with individuals to identify long-term retirement goals, offering guidance and strategies to optimize current options for external accounts. Marcia has a Master’s Degree from Wheelock College, completed the Financial Planning Certificate Program at Boston University and is more text

Series 65 licensed. She joined Financial Navigators with extensive experience in education, management and planning for families. Marcia is a member of The Massachusetts Chapter of the Financial Planning Association (FPA).

Financial Advisor

CFP®, Independent Registered Investment Adviser; a graduate of Bentley College with a BS Degree in Accounting and Master’s Degree in Business Administration from Suffolk University.  For over 28 years he has focused Financial Management in small and large corporations in manufacturing, services marketing, strategic planning, international operations, more text

and due diligence on investment strategies and global asset placement.

Bob is a member of The National Association of personal Financial Advisors (NAPFA) and the Massachusetts Chapter of the Financial Planning Association (FPA)

Financial Advisor

CFP®, a Certified Student Loan Professional and an Investment Advisor of Financial Navigators, Inc (a multi-state Registered Investment Advisor); graduate of Southern New Hampshire University with a BS Degree in Accounting, and a Financial Planning Certificate from Suffolk University. He is currently pursuing his Masters in Financial Planning from the College of Financial Planning.more text

He is also a veteran of the US Navy having served during the Gulf War. Chris is a member of Northern New England Chapter of the Financial Planning Association (FPA).

Scheduling Manager

Paula schedules meetings, and work dates for Financial Fitness Advisors. She also coordinates company meetings and seminars, and assists in marketing strategy. Paula has a B.F.A. from Salem State College.