Charles W Therriault Jr. started his first company at the age of 12 and took over his father’s company at the age of 19 as the CFO and COO. After the sale of that corporation in 2004 he started in financial industry as a Mortgage Broker starting a brokerage corporation until the sale of that corporation in 2008. In 2008 he joined Waddell & Reed Financial. After two years with W&R he began to work with Frank Stama.
Frank Stama, CMFC, MA
Frank Stama is a professional consultant and fee based investment manager assisting his clients in retirement planning, estate conservation and wealth management. He holds a State 66 registration as founder of Northeastern Wealth Management LLC which also does business as MKT Investments. Frank’s strategic planning and consulting skills allow him to help his clients get clarity and an understanding how decisions impact their financial well-being. Frank draws on a long history of experience helping companies develop their manufacturing, supply chain management and client satisfaction using applied technology. Today he continues to use the best technology available to develop well thought out strategies for his financial clients.
Historically, Frank started in the technology sector after getting his Master’s in Business and Communications. Frank moved to New Hampshire in 1981 with the then fast growing Digital Equipment where he was an executive for many years. Upon leaving DEC he turned around a business in Southern California which led to being the CEO of public company in the supply chain industry which led to a partner level position at Cap Gemini Ernst and Young as a strategic consultant into the Life Sciences management consulting practice. Frank still maintains his passion for the technology businesses and stays active helping those companies develop in NH.
After wearing out many an airplane seat Frank decided to stay put in NH and developed into a personal financial advisor/consultant with experience at GE’s then Long Term Care group, Guardian Life insurance and Waddell and Reed. Most recently he has partnered with Chuck Therriault, to create MKT Investments and Northeastern Wealth Management, as an independent personal financial consultants not directly affiliated with an investment or insurance company. Independence eliminates potential conflicts of interest and allows us to advise clients with complete objectivity.
Frank’s family is still most important to him and he lives in Amherst, NH with his wife Shelley. He maintains active membership in church and local charities. Daughter, Kim is a recent graduate of Columbia and son Tip is a sustainability consultant married and living in State College, PA with Dr. Steph. Finally, after four large dogs who grew up with the children we also have a golden retriever known as “Moose” thus the theme “For Life’s Golden Moments”.