Our Team of Experts

Crescent Wealth Partners are fully dedicated and honored to serve as the steward of our clients assets.

Founding Partner, CRPC

Brian Grogan

Brian earned his Bachelor of Arts from Wittenberg University, Certified Retirement Planning Counselor (CRPC) designation and holds series 65 and Insurance licensures. Brian is a financial advisor with over 20 years of experience and enjoys educating and guiding his clients to make good decisions and avoid mistakes.

“I have a passion for helping people. I can’t imagine a more rewarding career than helping people make the most important financial decisions of their lives.” Read more about Brian.

Founding Partner, CFP®

Brent Hillerich

Brent earned his Bachelor of the Arts from Wittenberg University in 1992. Brent spent 10 years in the corporate finance world prior to becoming a Certified Financial Planner and holds the series 66 license and Insurance license. Brent loves sharing his 17 years of personal financial planning experience with clients and their families.

“I was blessed to grow up with a Certified Financial Planner and was able to see how much she enjoyed helping people with their personal finances. I went the corporate finance route and then figured out that my true passion was to help people personally and provide them with solutions that make sense for them. I absolutely love making a difference in our clients lives.” Read more about Brent.

Chief Operating Officer

Jared Burke

Jared is a third-generation financial advisor, following his father and grandfather into the business. He holds the Series 66 and Health & Life Insurance licenses in addition to the Accredited Asset Management Specialist designation.

He has over 20 years of experience and truly enjoys helping clients achieve their financial goals. He spent the first 28 years of his life in Northern Michigan until relocating to Sarasota, Florida and joining Crescent Wealth Partners.

Lead Wealth Advisor

Kathleen Thomas, CFP, CIMA, CLU

Kathleen has more than 23 years of experience in the financial services industry and holds several professional designations. She is a Certified Investment Management Analyst, Chartered Life Underwriter and a Certified Financial Planner™ practitioner.

In addition to financial planning, Kathleen offers expertise in many other key areas, such as retirement planning, estate planning, investment management, insurance planning, tax strategies and employee benefits. She works diligently to bring all elements of each client’s financial life cohesively together and to help ensure that their assets are well-aligned with their overall plan.

 

Before establishing NewDay Solutions, Kathleen was a private wealth advisor at Ameriprise Financial Services in Hampton for over two decades. She builds loyal, long-standing relationships, and many of her earliest clients are still with her today.

 

For five years, Kathleen provided financial guidance to listeners of Boston’s talk radio show “In the Money.” She wrote and released her book for financially savvy females titled “The Hardworking Woman’s Guide to Money”  in 2017.

Kathleen is a member of the Investment Management Consultants Association and the Financial Planning Association. She earned bachelor’s degrees in finance and political science from Salem College.

Originally from Newton, Massachusetts, Kathleen moved to Cape Cod with her family, where she graduated high school and first established her love of life by the sea. Since college, every move has been closer to the ocean. Today, she lives in Seabrook Beach, New Hampshire, with her husband, John. They have a daughter, Jackee.

In her free time, Kathleen enjoys participating in long-distance triathlons and road racing. She has run in the Boston Marathon seven times and the Ironman Distance Triathlon three times. She also spends her free time volunteering as a coach and mentor for Girls on the Run New Hampshire and Team in Training, a charity that trains athletes for marathons, triathlons and cycling events to raise money to fund blood-borne cancer research. Kathleen is a member of Our Lady of the Miraculous Medal church.

Wealth Advisor

Tammy L. Symons, MBA, CFP®

Certified Financial Planner and Wealth Advisor: Tammy Symons knows this is the field she belongs in. “I believe everybody deserves the opportunity of wealth, and I enjoy helping them plan for it.”

Tammy Symons takes a personal approach with all of her clients as a CFP®. Tammy wants each client to know that there is a solid financial plan in place to allow them to live their lives with confidence. Tammy meets with clients regularly and reviews where they are, where they wish to be and helps them achieve their goals with an in depth financial plan. She has the ability to explain even the most complex financial matters in a simple, straightforward manner, so clients always have a clear understanding going forward.
 
Tammy has been in Financial Planning since 2005, helping clients achieve their goals through wealth management, tax advice and risk management. Tammy feels a real connection with clients as she assists them in navigating through significant milestones in their life (such as marriage, divorce, children, home buying, major moves, changing jobs, disabilities and deaths). Working through these transitions and through life in general requires a balance of what numerically makes sense and what helps clients sleep at night. This balance is the key to any financial choice you make, and that is what Tammy does best.
 
Tammy serves as an Ambassador of the Exeter Area Chamber of Commerce and also serves on the United in Wellness Board at Exeter Hospital. In this work, Tammy strives to make a difference through hard work, inspiration, compassion, and determination.
 
Born and raised in New Hampshire, Tammy lives in Derry with her husband, Ian, son, Douglas and dog, Lexi. As a family they enjoy living a simple life, spending their free time outside as much as possible to soak up all the seasons of New England. Together they spend many days skiing and enjoying Big Island Pond with their friends, family and the community.

Private wealth consultant

Merceditas Z. de Padua

"Dee received her Bachelor of Science degree from Monmouth University. She has over 17 years of Financial Planning experience including earning the Chartered Retirement Planning Counselor (CRPC) and Accredited Portfolio Management Advisor (APMA) designations. She also holds series 66 and insurance licenses.

After a successful career in an executive leadership position for a multi-million dollar music and video distributor, Dee turned to Financial Services for her second career. Dee is committed to creating true ‘partnerships’ with her clients to achieve their goals – personally and financially.

“My parents are examples of a true American story. When they arrived in the US over 50 years ago their most valuable possessions were their hopes and dreams of a better life.  They were committed to raising their 5 children, proudly earned naturalized citizenship, and lived to see 3 more generations thrive.  I saw first-hand how my parents retired without the benefit of sound financial planning advice resulting in financial burdens throughout their retirement.  Watching their struggles instilled a passion in me to ensure that my clients make the best decisions possible to live the fulfilling life they want with family, friends and community.”

Dee lives in Atlanta with her partner and enjoys golfing and family life that includes two beloved doggies and kitties.

Private wealth consultant

Dwight K. Montgomery

Since 1990, I have been serving clients in the area of financial planning and wealth management. A major focus of my work is helping families deploy the resources that God has entrusted to them. I specialize in providing services to families who have a heart for impacting the Kingdom of God.

This is done by helping them plan their tax elimination strategies, design effective business succession, implement inheritance plans and execute on Kingdom giving. Along with our team at Crescent Wealth Partners and a network of faith-based professionals from around the country, we are equipped to help our clients make good decisions and avoid mistakes when stewarding all that God has entrusted to them.

My education includes having obtained my Certified Financial Planner and Certified Kingdom Advisor designations. I have a Bachelor of Science Degree from Ohio State University and a Master’s from Bowling Green State University.

Dona, my wife of eighteen years and I have three children and live in Columbus, Ohio.

Financial Advisor

Stephen Coopersmith, CFP, CIMA

From a small town in South Bristol, Maine, Stephen A. Coopersmith attended Saint Joseph’s college and graduated cum laude with a double major in finance and accounting. Pursuing a career in finance, Stephen joined NewDay Solutions in 2013. Since joining the team, Stephen has received his Certified Financial Planner™ and Certified Investment Management Analyst® certification.

Stephen is motivated and very goal oriented which makes him a perfect fit for NewDay Solutions.

Today Stephen is a portfolio analyst for NewDay Solutions. Stephen’s main focus is on portfolio construction and analysis, and overlooks client assets. In addition, Stephen works with clients on money movement transactions, one off requests and assists in the internal operations. He enjoys providing a positive experience and implementing investment strategies designed to help clients achieve their financial goals. As a Certified Financial Planner™ practitioner, Stephen customizes comprehensive financial plans for client life events. In addition to analyzing markets and portfolios, his areas of expertise include investment planning, tax strategies and estate planning.

Despite Stephen’s reserved persona, he proclaims that life is too short and to focus on what you love to do. Each year he writes down goals in areas of his life that are important to him and makes each year count. He believes in accuracy, attention to detail, being receptive to change, being a lifelong learner, and loving what you do.

Stephen is currently living in Lee, New Hampshire, with his wife, Ashley and newborn daughter, Natalie. Together they enjoy visiting National Parks and plan to travel too all 50 states. In his free time he enjoys being with his family, hiking NH Mountains, running marathons and spending time on the lake to fish and kayak. “I love being a father. There’s no better feeling in the world then having your child smile back at you. I’m a lucky man.”

Financial Advisor

Joseph T. Neff

Joseph Neff came to NewDay Solutions with a strong educational background in economics, and the desire to figure things out financially. Joe has a passion for problem solving, which lends itself to help clients solve their financial challenges. One of Joe’s core disciplines is that when he commits to a project he likes to see it through to the finish. Needless to say, in our business, it’s really important.

NewDay Solutions is a growing, thriving firm, and as a result it’s important for us to grow our advisory group to meet the increasing needs of our clients.

Joe completes the majority of financial plans for our firm, as well as research on various financial topics. Joe is currently working for his CFP® certification with the goal of being a full service financial advisor at NewDay Solutions. Joe lives with his wife, Erin and their dog, Sam, in Newmarket, NH. In his spare time, Joe thrives on the challenge of the martial arts. He has achieved a 2nd degree black belt in Kenpo and has also climbed to a purple belt in Brazilian Jiu-Jitsu; all while training other enthusiasts along the way.

Director of Operations

Steven Cecil

“I grew up in Sikeston; a small town in southeast Missouri. Upon receiving my Bachelor of Science in Business Administration from Southeast Missouri State University in 1987 I moved to Florida and started what would be a 15-year career in commercial banking. During my banking career, I helped business owners and executives by providing financing for a variety of properties and business projects.

In 2002, I entered the personal financial planning field and have since enjoyed helping clients attain their financial goals.

My two children are my pride and joy. My son will be heading off to college in the fall of 2018 at which time my daughter will be entering high school. Many camping/hiking trips, summer road trips and just enjoying everyday events with my son and daughter have produced wonderful experiences and memories.

Outside of the office I like to spend time enjoying the outdoors. Whether it is jogging, biking, kayaking or simply relaxing at the beach I am a firm believer that time outdoors is great for mind and body.”

Executive Assistant

Claudia Woods

 
Claudia brings 15+ years Executive Assistant and Administrative experience to Crescent Wealth Partners. She graduated Magna Cum Laude from the Savannah College of Art and Design in 2003. Claudia has extensive knowledge of customer service, office applications, and provides our clients with the client experience we know they each deserve. Her passion for taking care of people makes Claudia an integral part of our team.

Administrative Assistant

Jeanne Caito

Jeanne assists our team in scheduling client meetings, processing reports and documents and handling administrative duties. Before joining our team, Jeanne was a receptionist at Thomas & Associates in Hampton, and an office manager for a dental practice in Manchester. She earned a bachelor’s degree in management from Keene State College.

A New England native, Jeanne lives in Epping, New Hampshire, and has four sons, Steve (his wife, Sarah), Paul, Thomas and Brian.

Executive Assistant

Elizabeth Hellard

Elizabeth has more than 17 years of experience in the financial services industry. She helps us maintain the high level of service we provide to our clients. Knowledgeable and responsive, she provides timely, accurate and meaningful answers to our clients’ questions and makes sure their needs are always her first priority.

Before joining NewDay Solutions, Elizabeth served as operations manager and assistant to the group vice president at Ameriprise Financial. She attended Widener University in Chester, Pennsylvania. Elizabeth is from Philadelphia and lives today in Exeter. She has a son, Kevin.

DIRECTOR OF SECURITY

Sadie

Sadie is an English Golden born in June of 2012 in Plant City, Florida. Although Sadie was recruited heavily by the Navy Seals, she decided that serving the security needs and well-being of the clients of Crescent Wealth Partners would be a more fulfilling life. All of us at Crescent and our clients are grateful to have her by our side each and every day.

JUNIOR DIRECTOR OF SECURITY

Emmi

Emmi is an English Golden Retriever born on June 15, 2018 outside of Atlanta, GA. She will be under the direct leadership of her sister Sadie who has been the Director of Security with Crescent Wealth Partners for over 6 years.

Chief Happiness Officer

Spicey

She is a Belgium sheepdog, otherwise known as a happy running dog to keep Kathleen company on her runs! She is 7 years old and comes to work at least 3 days per week. Loves Mother Hubbard peanut butter bones Enjoys both walks and runs and plays an awesome game of fetch with the ball.

Her favorite hobby- going to the beach for a walk and chasing the birds off the beach.
She loves to greet all of the NewDay clients when she is working in the office.

Crescent Wealth Business Partners

Helios Quantitative

Chris Shuba

At Helios, we aim to take emotion and impulse out of investment decisions. Instead, we enable the compounding power of time to empower our processes so you can focus on your clients. Regardless of the market’s performance, our unique data-driven algorithms aim to grow your clients’ wealth and take advantage of market opportunities when they arise.

Expand Financial, LLC

Greg Bakke

Expand Financial LLC is a firm that focuses and specializes in retirement plans (401k, 403b, 457, cash balance, pension) acting as a plan consultant and fiduciary investment manager (3(38)). The team at Expand is deeply versed in ERISA and retirement plan operation and compliance. They work closely with our firm and the plan sponsor to ensure excellence in all aspects of your retirement plan including plan design, plan liability, cost, and investment quality. We partner with Crescent Wealth Partners to align ERISA expertise with Crescent’s advisory principals to create best possible outcome for our clients in this arena.

SMART Concepts Group

Tom Titus

SMART Concepts Group provides professional coaching and leadership consulting for premier financial services practices. Their services include providing unique strategies, techniques, and tools for individuals, partnerships and teams pursuing growth, transition, business development, and succession plan solutions.

Phoenix CPA’s & Consultants, LLC

Rusty L. Williams

Rusty is a Certified Public Accountant (CPA), Certified Financial Planner (CFP®) and Personal Financial Specialist (PFS). She has been specializing in corporate and individual tax accounting, personal financial planning and business planning for the last 20 years. A Summa Cum Laude baccalaureate graduate of Slippery Rock University where she majored in Account Finance, and Information Systems. Rusty is currently pursuing her Masters of Business Administration (MBA) through the University of Massachusetts and most enjoys spending quality time with her family and volunteering in the local community

Crescent Wealth Business Partners Disclosure

Expand Financial LLC, SMART Concepts Group, Helios and Phoenix CPA’s are not registered entities or a subsidiary or control affiliate of MAFM. Finacial Advice is offered only through MAFM.

Pin It on Pinterest