Our Team

 

 

 

Financially in Tune was founded in 2011 to provide clients with solutions to complex financial planning and investment issues. The firm is 100% employee owned and all employees are owners. We have decades of experience in financial planning, investment management and other aspects of financial services.

 

 

 

Jeanne became a Certified Financial Planner in 1996 and founded Financially in Tune in 2011 to provide financial planning guidance and investment management to a wide range of clients. The combination of her educational background in economics and her decades of experience through many up and down market cycles, recessions...
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Philip brings over 24 years of experience in financial planning and investment management. After five years as a congressional aide and a decade in healthcare he changed careers in 2001, joining a large RIA firm to pursue his passion for working directly with individuals and families, guiding them through life...
Jennifer has over 25 years of experience in the financial services industry. After graduating with a degree in mechanical engineering, Jennifer had a successful 12-year actuarial career. She and her husband decided to take some time off to travel and enjoy life. Pivoting once more, she entered the financial planning...
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Mandy has 20 years of experience in the financial planning field and joined Financially in Tune in 2012. She passed the Series 65 in March 2015 and became a Financial Planner Qualified Professional (FPQP®) shortly after. Originally from the Monadnock region of NH, Mandy now lives in Stoneham, MA with...