Bryan Bastoni joined our firm in 1999. After graduating with a Bachelors Degree from Curry College, with a concentration in finance, he obtained all the appropriate securities licenses and went on to become a CERTIFIED FINANCIAL PLANNER in 2009. Bryan resides in Rochester, MA with his wife Kerry, and their two young twin sons, Evan and Jason.
Christopher Dupee has maintained his own CPA practice in Dennis, MA, since 2008 and became an Advisory Representative for Pearson Financial Services in 2009. Christopher received his Batchelor Degree in accounting from Bridgewater State College, and lives in Dennis, MA with his wife Lisa and their two children, Corinne and Cameron.
William Lord became an Investment Advisor for Pearson Financial Services in 2008. He retired as a Managing Director for Mass Mutual Insurance Company and previously practiced as a CPA. Bill has maintained the Chartered Financial Analyst (CFA) designation since 1989. He lives in Hyannisport with his wife, Linda.
John W. Ward, MA, MB became an Investment Advisor for Pearson Financial Services in 2006. He attended Oxford University as well as Manchester Business School. He was the President of Transition International, Inc. before retiring and joining Pearson Financial Services. He resides in Brewster with his wife, Hilary.