Biographies Brian Grodman Some say it’s his genuine concern for people. Some say it’s his unique travel experiences, his sense of humor or his eclectic knowledge (Need an area code? Just ask). Whatever it is, there’s just something about Brian that makes you comfortable. Committed and passionate, he’ll make you feel safe and secure in the fact that your future is being carefully and expertly planned.Brian–the company founder–specializes in Investment Management, Retirement Strategies, Tax Minimization, Social Security Planning, Estate Preservation, Cash Flow Analysis and Insurance Consulting.He has an MBA from Babson College and a Bachelor of Science degree from the University of Massachusetts (Amherst), where he pursued an engineering core curriculum. He holds the CERTIFIED FINANCIAL PLANNERTM (CFP®) and Chartered Retirement Planning CounselorSM (CRPC®) certifications from the College for Financial Planning, and the Certified Fund Specialist® (CFS®) designation from the Institute of Business and Finance. In addition, he is one of only 800 financial planners admitted to the prestigious Registry of the International Association for Financial Planning.Brian is a Registered Principal with FINRA. He holds the Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) designations from The American College. Grodman Financial Group is a Registered Investment Advisor with the Securities and Exchange Commission.Check the background of this firm on FINRA’s BrokerCheck. Philomena Paradise Phil embodies the ideal that the right people are the foundation of any great company. Since 1992, she’s been an integral part of the growth and development of Grodman Financial Group. She’s proud of her role in establishing trustworthy relationships with clients since the infancy of our practice.While overseeing the needs of the office, she establishes and maintains our client’s accounts with unmatched personal attention. Her communication with our providers helps ensure individual client needs are addressed. With gracious charm and patience, Phil is a premier provider of customer service. Her expertise comes from a wealth of hands-on experience in the field of finance, combined with her FINRA 6 and 63 licenses.Check the background of this firm on FINRA’s BrokerCheck. Debby Roy Debby’s the engine that keeps our team running strong. Since 1998, she has been a valuable part of Grodman Financial Group and is the first voice you hear on the phone and the first person you see when visiting. Her kind and friendly manner introduce you to the attitude and spirit of personal service found throughout our entire company.She welcomes all questions and concerns with the goal of providing a timely and accurate resolution. In addition to her many responsibilities, she maintains our extensive client database and office schedules. Debby’s easy conversation and sense of humor develop an instant rapport with everyone who walks through our door. Her attention to detail, exceptional work ethic, and enthusiasm is evident in everything she does. Allison LeDuc As our resident millennial, Allison’s always making use of the latest technologies to make our office run more efficiently. But as a people person at heart, she also takes a traditional approach to creating genuine connections with the clients she serves. Her technical skills and hard work are complemented by her warm personality and positive attitude.Her entire career has been within the financial industry where she has acquired valuable experience as a securities trader and FINRA Registered Principal. She joined Grodman Financial Group in January 2011, and continues to be passionate about developing lasting relationships with our clients. While managing the compliance aspects of the company, Allison also processes securities trading and responds to other client needs. She has an MBA and a Bachelor of Science Degree, both from Southern New Hampshire University. She holds FINRA licenses 6, 7, 24 and 63.Check the background of this firm on FINRA’s BrokerCheck.