Broker Check

The Team

Jay Irving

Wealth Manager

(781) 871-9160

(781) 871-9161

jay.irving@lpl.com

Jay has over 30 years’ experience as a financial advisor and prides himself on developing deep relationships with clients so he can provide independent and professional advice.

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Karen Doyle

Office Manager

(781) 871-9160

781-871-9161

karen.doyle@lpl.com

Karen takes pride in providing personalized service to every client. If she can’t answer your question, she will get back to you the same day. She keeps the office running smoothly and makes sure there’s always coffee.

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Peter Livingston

LPL Branch Manager

704-658-9190

peter.livingston@lpl.com

Providing investment advice since 1986, Peter has assisted numerous families with their retirement planning. Peter has also assisted many small business owners with retirement planning needs such as establishing 401Ks, self-employed...

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James Hansman

Wealth Manager

(781) 934-5432

james.hansman@lpl.com

Jamie has over 25 years of experience and has been President of HMC Investment Management (previously Hansman McAvoy & Co. Inc.) since 1994. "When I first began in the investment business, I found the big firms to be product pushing...

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