We’ll Be a Key Player
Jonathan is President and Founder of North River Financial, LLC.
Before starting NRF, LLC, Jon began his career as an Investment Analyst with Wainwright Investment Counsel, located in downtown Boston. He then dovetailed this analytical experience with his business development skills in subsequent roles as a Financial Consultant with AXA Advisors, Vice President at an independent Raymond James office and Director of Retirement Plan Services at Centinel Financial Group.
He is a cum laude graduate of Suffolk University with a B.S. in Business Administration, with a concentration in Finance. He holds his Series 7, 24 and 66 securities registrations with LPL Financial and carries a Life, Accident and Health Insurance License. Jon is currently enrolled with Boston University to attain his CFP® designation.
Jon lives in Norwell, Massachusetts with his wife, Lisa, and their three sons. He enjoys spending time with his family, golfing, and he is an avid musician.
For more than 22 years, Annette has provided customized financial advice to align with the needs of her individual, family, and business clients throughout the Cape Cod community.
In 2015, Annette partnered with LPL Financial, a strategic business decision which enabled her to become a truly independent consultant to her clients. To build upon this commitment, Annette joined the team at North River Financial, LLC in 2019 to offer her clients expanded services, resources, and support. Prior to joining LPL, Annette held leadership and advisory roles at national and regional banks such as Fleet Private Wealth Management, Cape Cod 5, Citizens Bank, and Rockland Trust.
Annette is a graduate of Burdett College, with a B.S. in accounting. She received her LUTCF® designation from The American College and her CRPC® designation from The College of Financial Planning. She holds her FINRA Series 6, 7, 24, 26, 63, 65, 66 licenses with LPL Financial and her Life, Accident, and Health licenses for Massachusetts, Connecticut and Florida.
The Cape Cod community has been home for Annette, her husband, and two sons for close to 25 years.
Lisa enjoys helping people. This is why she is in the front lines working to ensure our clients are provided with the ultimate client service experience. She has been in various client service roles in the financial services industry for 20 years, including over 10 years of experience with LPL Financial operations, service and software. Therefore, it seemed only natural that she would join and support her husband, Jon, founder of North River Financial, LLC (NRF, LLC) in 2017.
In addition to being all things operations, Lisa heads up the life, disability and long-term care insurance processing division at NRF, LLC. She is also a Massachusetts Notary Public.
Lisa is a devoted mom to three active boys. When she is not on the soccer fields cheering them on, she enjoys relaxing at the beach, traveling and spending quality time with her family.
Andrew joined North River Financial, LLC (NRF, LLC) in July 2019 as our Client Service Associate. In addition, he heads up the firm’s financial planning services.
Before joining NRF, LLC, Andrew began his career as a retirement plan service specialist at MFS Investments and then as an internal wholesaler at Pioneer Investments. From there, over the next 14 years, he started and grew his own financial planning practice with MetLife, Baystate Financial and Royal Alliance.
Andrew graduated from Skidmore College with a B.A. in 1999. He attained his CFP® designation after completing the Boston University curriculum. He holds his Series 7, 6 and 63 securities registrations with LPL Financial and carries a Life, Accident and Health insurance license.
Andrew lives in Duxbury, Massachusetts with his wife Lara and two children, Luke and Hannah. He is an accomplished drummer and golfer, but mostly enjoys spending time with family and friends.