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...

Read more

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...

Read more

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...

Read more

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...

Read more

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...

Read more

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...

Read more

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 & Accounting...

Read more

Catherine Gareri

Registered Representative

(508) 870-0440 x 112

(508) 898-3097

Cathy has over 25 years of experience helping individuals and families with their pre & post retirement planning, estate transfer objectives, asset protection, and investment needs. She is passionate about creating enduring...

Read more