Broker Check
 

Team

We take a team based approach in working with you that leverages the extensive resources of the firm and the collective experience of our diverse and talented team of associates that represent a combination of experience, backgrounds, degrees and professional designations.

 

Eric C. Jansen, ChFC®

Founder, President & Chief Investment Officer

(508) 870-0440 x 120

(508) 898-3097

Eric is the Founder, President and Chief Investment Officer of AspenCross Wealth Management, and chairs the firm's Investment Committee. With over 29 years of experience in both client facing and investment portfolio design and...

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Steve is a Chartered Financial Consultant (ChFC) and a veteran of the investment and financial planning industries who began his career in 1989 with a large national financial services firm as a Financial Advisor and Investment...

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With a background in accounting and finance, Jay has been providing his knowledge and expertise in financial planning and wealth management for successful individuals, families and corporate executives for nearly three decades. Since...

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Katie has over 10 years of experience in providing pre-and post retirement planning advice and investment guidance, and serves as the lead advisor to many of the firm's top clients. She began her financial and investment management...

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Fred is a highly experienced wealth management advisor and Chartered Financial Consultant (ChFC) who has provided comprehensive financial and investment management advice to affluent individuals, families and corporate executives since...

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Herbert Kyles

Relationship Manager / Investment Advisor Representative

(508) 870-0440 x 167

(508) 898-3097

Herbert began his career with AWM as a Client Relationship Manager and Investment Advisor Representative, after graduating from Framingham State University with honors and a Bachelor’s degree in Business Administration and Accounting....

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Catherine Gareri

Senior Associate/Registered Representative

(508) 870-0440 x 112

(508) 898-3097

Cathy has over 25 years of experience helping individuals, families and business owners implement time-tested strategies and innovative solutions to address their financial, risk, retirement and investment management needs. With a...

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Hesper joined AWM as a Relationship Manager in the spring of 2016 bringing to the firm over 15 years of experience in a variety of operations, financial planning and client relationship support positions. Previous to joining the AWM...

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Donna spent a little over 24 years in the retail industry before we were able to recruit her away due to her outgoing, always smiling, friendly and cheerful personality, that we knew would bode well for the role as AWM's Director of...

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Cate has been part of the AWM team since early 2015. Previously she worked as an Associate Account Representative at both Amica Mutual Insurance and Aflac Insurance. As a Client Service Associate, she provides support to other Wealth...

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Anne Hawkins is an experienced marketing professional who joined the AspenCross team in early 2017 as the Director of Client Experience. She has previously worked both in-house and at agencies, with a wide variety of industries. She...

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Catherine is a Certified Financial Planner™ Practitioner who has extensive experience in helping individuals reach their financial goals. She is responsible for providing objective and comprehensive financial planning advice which...

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