Broker Check

Our Experienced Team


INVESTED IN HELPING YOU PURSUE FINANCIAL INDEPENDENCE


"I specialize in financial planning to help you create a roadmap for pursuing financial independence."

Stacey L. Blodgett  |  President, Chief Executive Officer and Wealth Manager


"I help you navigate the complexities of life to give you financial confidence."

Regina M. Kozsan  |  Chief Investment Officer and Wealth Manager


"I work directly with our wealth managers to ensure your experience with us is exceptional."

Richard W. Holt Johnson  |  Vice President, Communications and Business Development

"I work directly with our wealth managers to build a dynamic partnership with you."

Kyle M. Ross  |  Director of Client Relations 


"I specialize in providing you with the services you need to establish a lasting client relationship."

Christina L. White  |  Client Relations Specialist


"I assist the team in ensuring a superior client experience."

Hunter M. Edwards  |  Executive Assistant


"I assist the team in ensuring efficient operation of the office."

Lily F. Booker  |  Administrative Assistant


Click on the button below to learn more about our team.

Stacey L. Blodgett, CFP®

President, Chief Executive Officer and Wealth Manager

603-296-0063

603-296-0060

sblodgett@globewealth.com

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

603-296-0060

rkozsan@globewealth.com

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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Richard W. Holt Johnson

Vice President, Communications and Business Development

603-296-0063

603-296-0060

rjohnson@globewealth.com

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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Kyle M. Ross

Director of Client Relations

603-296-0063

603-296-0060

kross@globewealth.com

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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Christina L. White

Client Relations Specialist

603-296-0063

603-296-0060

cwhite@globewealth.com

Christina has a background in marketing, data analysis and database management, as well as over 14 years of customer service experience. She is proficient in Microsoft Office, Redtail CRM, Zoom, and has worked with a variety of...

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Hunter M. Edwards

Executive Assistant

603-296-0063

603-296-0060

hunter.edwards@ceteraadvisors.com

Hunter is a current accounting/finance major at New England College in Henniker, NH. Hunter has a background in both accounting, marketing and database management. He is proficient in FMG MarketingCentral, Redtail CRM, Microsoft Word...

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Lily F. Booker

Administrative Assistant

603-296-0063

603-296-0060

lily.booker@ceteraadvisors.com

Lily attended Pembroke Academy High School for two years and recently switched to online schooling through Virtual Learning Academy Charter School (VLACS). She is experienced in customer service and communication skills. Her previous...

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WHY CHOOSE A CERTIFIED FINANCIAL PLANNER

TEAMWORK FOR THE JOURNEY AHEAD

A strategic plan developed by a CERTIFIED FINANCIAL PLANNERTM can help you navigate important financial decisions and help you reach your ultimate financial goal.

Today, Americans face an uncertain economy and more options for saving and investing than ever before. At the same time, they may be balancing multiple - perhaps competing - financial goals. From saving for college, to protecting assets, to planning for retirement, these realities make it easy to become confused or overwhelmed when trying to make the best financial decisions.

A dynamic partnership with Globe Wealth Management can help.

THE STANDARD OF EXCELLENCE

CFP BOARD

Click on the button below to learn why to choose a CERTIFIED FINANCIAL PLANNERTM.