Broker Check

Team

 

Stacey L. Blodgett, CFP®

President, Chief Executive Officer and Wealth Manager

603-296-0063

Stacey is the President, Chief Executive Officer and Founder of GWM. Stacey has more than a decade of experience as a financial planner working with clients to help them understand how all of the components of their finances work together.

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Regina M. Kozsan, CFP®

Chief Investment Officer and Wealth Manager

603-296-0063

Regina is Globe Wealth Management's Chief Investment Officer, and a CFP®. Regina works on the asset management side of GWM researching and recommending the specific investments that we utilize for our clients.

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Kyle M. Ross

Client Relationship Manager

603-296-0063

603-296-0060

Kyle works with clients to inform them on what is happening with their accounts, asset management and compliance. Kyle's background in accounting helps him assist clients regarding the taxation of certain investments for our clients.

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Richard W. Holt Johnson

Director of Marketing and Business Development

603-296-0063

603-296-0060

Richard assists the team in providing exceptional client service. Richard prepares, processes and completes investment paperwork and manages the on-boarding process developed for all new accounts.

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