Home  
   
Planner  
    Calculators
 

 

 Dartmouth-Hitchcock
 Financial Fitness
 A
dvisors (FFA)

  Financial Fitness 
  Planning Tools

  Articles and
  Resource Materials

  Your link to
  T. Rowe Price

  Planning Resources

  Privacy and Security

 

 

   
   


Dartmouth-Hitchcock Financial Fitness Advisors (FFA)
Financial Fitness Planning Team

Our team of qualified professionals bring with them well over 100 years of combined experience in all aspects of Financial, Investment and Retirement planning.

  Charles E. Humphrey FFA Co-leader, Independent Registered Investment Adviser and Financial Planner; Chuck graduated from the US Naval Academy and holds a BS Engineering degree. He has nearly 40 years of related experience in investment advisory and financial planning including approximately 27 years as an investment and benefits consultant to senior leadership at the Dartmouth-Hitchcock Clinic.
     
  Eric B. Wadsworth, PhD, CPA, CFP® FFA Co-leader, PhD, CPA, Certified Financial Planner® Specializing in retirement planning, personal taxation and asset allocation, Eric has served as Director of Personal Retirement Planning for both large and small CPA firms. After several years working in industry, he now practices with Robert E. Moses, CPAs in Lebanon, NH. He holds adjunct appointments with Dartmouth College, Colby-Sawyer College, and the University of New Hampshire system. Mr. Wadsworth graduated with a degree in mathematics from Dartmouth College, received his MBA from the University of NH system, and has attained his Doctorate in Management in August, 2007.
     
  Cynthia S. Legault, CFP® Financial Fitness Program Manager, Certified Financial Planner®, Independent Registered Investment Adviser; a graduate of the University of New England, Lesley College,  and Merrimack College. Cindy has over 25 years of experience in Defined Contribution Plan operations and consulting including over 20 years working with Dartmouth-Hitchcock Clinic in connection with the 401K/403B/401A plans.
     
  Robert M. Maeder, MBA, CFP® Certified Financial Planner®, Independent Registered Investment Adviser; a graduate of Bentley College with a BS Degree in Accounting and Master’s Degree in Business Administration from Suffolk University.  For over 28 years he has focused Financial Management in small and large corporations in manufacturing, services marketing, strategic planning, international operations and  due diligence on investment strategies and global asset placement.

Bob  is a member of The National Association of Personal Financial Advisors (NAPFA) and the Massachusetts Chapter of the Financial Planning Association (FPA)
     
  Mark Hansen, CPA, CFP® Certified Financial Planner®, Independent Registered Investment Adviser, Certified Public Accountant; a graduate of Dartmouth College, Mark formed and, for over 19 years has managed his own independent public accounting, tax and financial planning professional practice in West Lebanon, NH.
     
  Robert G. Petix, Jr., Esq. Trusts and Estates Counsel; A Partner in the Law Firm, Hinckley, Allen, Snyder, LLP, he is a member of the Bar in:
  • Rhode Island, 2003
  • New Hampshire, 2004
  • Massachusetts, 2005
  • U.S. Tax Court, 2005
     
Bob's practice focuses on advising individuals and families on trust and estate matters. He identifies, analyzes and devises solutions to wealth-transfer problems typically faced by clients, including inter-generational asset transfers; estate, gift, generation-skipping transfer and income tax planning; charitable planning; special asset solutions (e.g., for concentrated stock positions); business sales and successions; prenuptial agreements; and general probate and estate administration. His educational and professional background includes
  • UNIVERSITY OF GEORGIA SCHOOL OF LAW, J.D., 1997
    magna cum laude
    Order of the Coif
    Phi Kappa Phi Honor Society
    Georgia Federal Tax Award
    Editorial Board of the Georgia Law Review
     
  • COLUMBIA UNIVERSITY, A.B., 1986
     
  Marcia L. Lewis Marcia joined the Financial Fitness Advisory team in May of 2014. She is a Financial Advisor working with individuals to identify long-term retirement goals, offering guidance and strategies to optimize current options for external accounts. Marcia has a Master’s Degree from Wheelock College, completed the Financial Planning Certificate Program at Boston University and is Series 65 licensed. She joined Financial Navigators with extensive experience in education, management and planning for families. Marcia is a member of The Massachusetts Chapter of the Financial Planning Association (FPA).
     
  Christopher M. Tilden, CFP® Chris joined the Financial Fitness Advisory team in January 2017, providing individual counseling services to D-H employees. He is a Certified Financial Planner®, a Certified Student Loan Professional and an Investment Advisor of Financial Navigators, Inc (a multi-state Registered Investment Advisor); graduate of Southern New Hampshire University with a BS Degree in Accounting, and a Financial Planning Certificate from Suffolk University. He is currently pursuing his Masters in Financial Planning from the College of Financial Planning. Prior to becoming a Financial Planner, he was the Chief Financial Officer for a music publishing, production and promotions company in Boston. He is also a veteran of the US Navy having served during the Gulf War. Chris is a member of Northern New England Chapter of the Financial Planning Association (FPA).
     
  Joanne Tortolano, MBA, CSLP, RTRP Independent Registered Investment Advisor, Financial Planner, Certified Student Loan Professional and Registered Tax Return Preparer; a graduate from the University System of NH with a BS degree in Management, from Plymouth State University with a Master’s Degree in Business Administration and a Graduate Certificate in Investment and Finance, and from the American College, the Financial Planning Certification Curriculum. For over 25 years Joanne has been providing financial management to individuals, small business and non-profit institutions. Joanne is a member of the Financial Planning Association (FPA).
     




































   
  Any document containing personal or confidential information should always be password protected and encrypted on your end prior to sending to us. Please refer to our Password Protection section for additional details. Site best viewed using Windows XP SP 2 with Microsoft Internet Explorer Browser V 6.0, and Macintosh Panther OS X v10.3 with Safari Browser 1.2 v125. Some areas of our site employ resources that require current versions. Calculators and retirement planner require that JavaScript is enabled.  Copyright 2012, C. E. Humphrey Associates, Inc., Pittsfield, New Hampshire  03263-3815