Concord
Proudly Serving New Hampshire
Concord
11 S Main St
Suite 501
Concord, NH 03301


Your Concord Team
John Weeks
CExP™
Senior Wealth Advisor, Family Wealth & Business Transition Planning
Indrika Arnold
CFP®
Senior Wealth Advisor
Jaimie Sousa
CFP®, CEPA®
Senior Wealth Advisor
Michael Finnegan
AIF
Senior Wealth Advisor
Samarjit Shankar
Portfolio Strategist
Andrew Roswell
CFA®
Portfolio Strategist
Mary Clang
FPQP®
Associate Wealth Advisor
Caroline Rolfe
Client Service Manager
Suzanne Bergeron
Client Service Associate
Check out some of our latest resources
May 19, 2025
How a Financial Advisor Can Help During Market Volatility
Reading headlines about huge swings in the financial markets can be stressful for even the most seasoned investors. It’s natural to feel uneasy watching portfolio values fluctuate, but moments like these also present opportunities. In our view, volatility can become a tool rather than a threat.
Read the articleMay 13, 2025
Two-Minute Market Focus
In this episode, Chief Investment Officer Todd Jones provides an update on market performance and analyzes the Federal Reserve’s recent decision to hold rates steady.
Listen to the podcastMay 12, 2025
Monthly Investment Commentary: May 2025
Global commerce is facing new challenges as trade tensions and international politics reshape the landscape. Where a company earns its revenue is becoming a major factor that sets it apart from the competition. In this article, Focus Partners’ Jason Blackwell explores these trends and the implications for investors.
Read the article