Every advisor on our team is a CERTIFIED FINANCIAL PLANNER™ professional, and many have other designations as well. Our ensemble approach to managing your wealth means you’ll get to know many faces on the Harbor Group team. You’ll find that this helps us build a long-lasting, multi-dimensional experience as we work with you and your loved ones throughout the years.
Nidal is a Client Service Manager at Harbor Group. She is responsible for ensuring a seamless client experience in regards to asset movement, account maintenance, client reporting, engaging with our custodians, coordinating client meetings, and being a central point of contact for her clients.
Prior to joining Harbor Group, Nidal was the Assistant Manager at the Concord Branch of Service Credit Union, where she also served as a Loan Officer and a Mentor. She earned her Bachelor’s Degree from Keene State College with a major in Management and a specialization in Human Resources.
Nidal lives in Concord, NH with her partner, Andrew. She enjoys traveling and doing outdoor activities with her friends and family, such as kayaking, tennis, and relaxing at the beach or lake. Nidal is also an avid “foodie”. She enjoys all types of cuisines, with her favorites being Middle Eastern and Indian cuisines.
Chris is a CERTIFIED FINANCIAL PLANNER™ professional. Chris's responsibilities include rebalancing client portfolios, reviewing financial plans, and presenting recommendations to clients. Prior to joining the firm in 2017, Chris worked as an English teacher and taught English as a second language in China.
Chris earned his Master of Science in Financial Planning (MSFP) as well as his Certificate in Financial Planning from the College for Financial Planning. He earned his Bachelor of Arts from Boston University, magna cum laude. At Boston University, he was presented with the Departmental Prize for Excellence in English Language as well as the Alice M. Brennan Award from the Boston University Center for the Humanities.
Chris currently resides in Milford, NH. In his free time, he enjoys reading history, rooting for the Celtics, and cooking and eating international foods.
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Adam is a CERTIFIED FINANCIAL PLANNER™ professional. Adam’s responsibilities include rebalancing client portfolios, reviewing financial plans, and presenting recommendations to clients. He collaborates with clients throughout the financial planning process to define and achieve their goals. Prior to joining Harbor Group in April of 2022, he worked for two independent financial planning firms in the Seacoast Region of New Hampshire.
Adam studied at the College for Financial Planning in pursuit of his CFP® certification. Before that, he obtained a Bachelor of Arts degree in English/Journalism from the University of New Hampshire and graduated cum laude.Outside of the office, Adam enjoys endurance running, focusing on half-marathon and marathon distances. He often spends weekends touring New England by motorcycle, hiking, or cooking at home.
As Chief Investment Officer and Partner at Harbor Group, Ryan oversees the investment management side of the firm and leads our investment committee. A member of our team since 2012, Ryan holds a number of designations including:
In his day to day, Ryan is responsible for investment research, rebalancing client portfolios, reviewing financial plans and presenting recommendations to clients.
Before joining us, Ryan worked for Fidelity Investments.
Ryan is passionate about helping clients achieve financial wellness, which is why he belongs to a number of professional organizations including:
Ryan earned his Bachelor of Science in Business Administration with a concentration in Finance from the University of New Hampshire, where he graduated magna cum laude. He continued on to earn a Master of Science in Financial Planning with high distinction from Bentley University.
Ryan is an active member of the community, currently serving as a Trustee of the Trust Funds for the City of Manchester. He also serves on the board of directors for the NH Jump$tart Coalition, a non-profit dedicated to improving the financial literacy of students throughout New Hampshire.
Ryan and his wife, Maria, and their daughters, Maeve and Emma, live in Manchester, NH. In his free time, Ryan enjoys traveling, reading and spending lots of time with friends and family.
Shelby Carrigan is a Tax Planner at Harbor Group. She is a CPA with an extensive background providing tax services to clients of all sizes and types. These services ranged from individuals and trusts to corporations and pass-through entities. Shelby’s diverse experience allows her to develop strategic tax planning opportunities for her clients.
Prior to joining Harbor Group in September of 2023, Shelby worked at national and regional firms in New Hampshire for the past 12 years. Eight of those years included working with Harbor Group’s Director of Tax Planning, Peter Lee. Shelby and Peter worked as a team to provide tax planning and tax preparation services to clients. Shelby decided to join Harbor Group because she saw the demand for tax planning due the complexity of the constant changing tax laws and how it overlaps with the financial planning services the firm provides.
Shelby earned her Bachelor of Science in Business Administration with a concentration in Accounting and minor in Finance from Nichols College, where she graduated summa cum laude. Shelby is a member of the American Institute of Certified Public Accountants and New Hampshire Society of Certified Public Accountants.
Shelby lives in Merrimack with her husband, Dave, and their children, Claire and Dean. Shelby enjoys spending time outdoors with her family and friends.
Timothy joined Harbor Group in 2004. As the Technology and Facilities Manager, Timothy manages the operations of Harbor Group's computer systems, applications and servers as well as managing the care of our building. A graduate of The University of Phoenix, Timothy earned a Bachelor of Science in Information Technology and also holds certifications from Microsoft and Citrix Systems, Inc.
Prior to working for Harbor Group, Timothy worked for Geographic Data Technology in Lebanon, NH as a Network Administrator. He also served 8 years in the United States Army.
Timothy lives in Derry, NH with his wife and two children. In his free time, he enjoys tabletop gaming and 3D printing and design.
Mike is a CERTIFIED FINANCIAL PLANNER™ professional. His responsibilities include rebalancing client portfolios, reviewing financial plans, and presenting recommendations to clients.
Mike grew up in Massachusetts but moved to New Hampshire in 1998 and has never looked back. He graduated from Southern New Hampshire University with a Bachelor of Science degree in Business Administration. Mike was recruited from his college campus to work at Fidelity Investments, where he was employed for over 22 years.
At Fidelity, he discovered that he could help others by assisting with their finances. During his time with the company, he held various roles in service, sales, and management. He found each position gave him more experience and the chance to impact the lives of the customers he served along with their families. Through his years of experience, he has weathered both bull and bear markets. Having a financial plan is something he strongly believes in because he has seen so many people get hurt financially when they don’t have a plan in which they have confidence.
As Mike’s knowledge of the financial industry grew, he decided to advance his studies by attending Merrimack College and completing the Advanced Certificate in Financial Planning. This coursework prepared him for passing the CFP® exam. Finding an opportunity to work with a small, locally-grown company to help people has always been his dream, and he is thrilled to be part of the Harbor Group team.
Mike resides in Deering, NH. He is married to his wife, Amy, and together they have three children, Thomas, Claire, and Ali. They also have a Labrador retriever named Betty who provides therapy for the entire family. In his free time, he enjoys trips to the beach, fishing, golfing, and playing yard games. He is also an avid Boston sports fan and spends time volunteering for the Hillsboro Youth Athletic Association coaching local youth sports.
Chelsea is a Client Service Manager at Harbor Group. She is responsible for ensuring a seamless client experience in regards to asset movement, account maintenance, client reporting, engaging with our custodians, coordinating client meetings, and being a central point of contact for her clients.
Prior to joining Harbor Group, Chelsea was a Branch Services Manager at Merrimack County Savings Bank. She received her Associates degree from Granite State College.
Chelsea lives in Goffstown, NH along with her husband, Alex, and their sons Liam and Cole. Chelsea enjoys being outdoors, tending to plants and spending time with family and friends.
Peter Lee is the Director of Tax Planning and a financial planner at Harbor Group. In addition to being a CERTIFIED FINANCIAL PLANNER™ , Peter is a CPA and has an extensive background providing tax planning for clients. Peter’s experience includes over 20 years of tax services to large regional firms, a Big 4 accounting firm, as well as private wealth management firms. At those firms, Peter worked specifically with high net worth individuals.
Prior to joining Harbor Group in November 2022, Peter was the Tax Manager at Bigelow & Company in Manchester for over eight years. In this capacity, he worked primarily with individuals, estates, and trusts while working collaboratively with financial advisors. At Bigelow & Company, Peter worked with clients with a wide range of backgrounds and focused beyond tax preparation with the goal of being a resource to provide overall financial guidance for day-to-day life. It was Peter’s passion for working with individuals that led him to also become a CERTIFIED FINANCIAL PLANNER™ . Peter’s combination of qualifications uniquely positioned him to develop strong relationships with his clients and provide a holistic approach to their planning.
Peter is originally from Boston, where he was raised. He is a graduate of Northeastern University, where he double-majored in Accounting and Finance. Peter is a member of the Financial Planning Association, American Institute of Certified Public Accountants, and New Hampshire Society of Certified Public Accountants.
Peter lives in Nashua with his wife, Katie, and their children, Collin and Emma. In Peter’s spare time, he spends as much time with his family as he can and when he is not with them, he can be found outdoors on a mountain bike or rail trail.
Chris MacBean is a Partner at Harbor Group and currently serves as our Chief Planning Officer. In this role, Chris oversees all financial planning activities and some aspects of our firm’s operations.
He is a CERTIFIED FINANCIAL PLANNER™ professional whose passionate about providing his clients comprehensive wealth management that spans the full spectrum of planning.
In his role, Chris enjoys helping clients connect all aspects of their wealth and takes particular interest in helping retirees develop a successful distribution plan for retirement. At the core of what he does, Chris’s goal is to help his clients create a healthy relationship with their money by evoking conscious choices regarding earning, spending, saving and giving.
Prior to joining Harbor Group in 2014, Chris worked at some of the nation's top financial planning firms including Colman Knight Advisory Group, LLC in Carlisle, MA; Ballentine Partners, LLC in Waltham, MA; and Accredited Investors, Inc. in Edina, MN.
In these previous roles, Chris was responsible for improving organizational effectiveness and implementing strategies that increase workplace efficiency. Additionally, he co-developed a leading-edge sustainable withdrawal model that allowed clients to maximize their retirement and legacy goals.
A Bentley University alum, Chris graduated cum laude with his Bachelor of Science in Finance before earning a Master of Science in Financial Planning with distinction from the McCallum Graduate School of Business at Bentley University.
Chris is an active member of the community, currently serving as a Trustee of the Trust Funds for the Town of Hollis as well as a board member of the Hollis Montessori School.
Chris lives in Hollis, NH along with his wife, Morgan, and their two daughters, Sydney and Maya. In his free time, Chris enjoys traveling, being outdoors and hiking with his family. Chris also considers himself an avid woodworker and enjoys creating custom furniture.
Josh is a Paraplanner. Josh’s responsibilities include assisting the financial planners with a range of tasks, including writing financial plans and updating retirement projections.
Prior to joining Harbor group in October of 2022, he worked for TD Bank as a Financial Service Representative. Josh also joined the Marine Corps in 2016 and served for six years in the infantry.
Josh studied at Liberty University and graduated with a Bachelor of Science in Financial Planning.
Josh grew up in New Hampshire and currently lives in Milford, NH. In his free time, Josh enjoys traveling, hiking, skiing, and playing soccer and volleyball.
Shirley joined Harbor Group in June 2002 as an Asset Management Administrator, initially supporting one of the firm's three financial planners. Within four months, Shirley began training to become the firm's Trading Specialist. Shirley is now responsible for the daily reconciliation of all client portfolios and Harbor Group's investment database and trade placement.
Shirley began her career at MetLife in 1966 as a Clerical Assistant and within two years was promoted to Branch Administrator. Shirley provided administrative support to the manager and all sales personnel. She brings more than 35 years of industry experience to our team.
Trent is the Investment Analyst at Harbor Group. He is responsible for researching and analyzing current and future potential investments, as well as rebalancing client portfolios to maintain compliance with the models.
Prior to joining Harbor Group, Trent was a Financial Advisor for TD Bank. He also served as the Bookkeeper for Morgan Franklin Fellowship. Trent earned his Bachelor’s degree from Bryant University where he double-majored in Finance and Economics.
Trent grew up in New Hampshire, and is currently located in Manchester, NH. In his free time he likes to go kayaking, fishing, reading, and play video games.
Chris is a Paraplanner. Chris's responsibilities include assisting the financial planners with a range of tasks, including writing financial plans and updating retirement projections.
Prior to joining Harbor Group in 2014, Chris assisted clients at Fidelity Investments. He earned a Bachelor of Science in business administration, cum laude, with concentrations in finance and accounting from the Whittemore School of Business and Economics at the University of New Hampshire.
Ginny is a Senior Client Service Manager. She joined Harbor Group in 2005 after working as an Administrative Assistant with a major insurance company. Ginny enjoys building strong relationships with clients and working to meet their individual needs. She brings several years of industry experience to Harbor Group's team.
Sean has been with Harbor Group since 2011. He attended Southern New Hampshire University. Sean brings several years of client service experience to our team.
Tim Riley is a Partner of The Harbor Group and is the firm's President, CEO and Chief Compliance Officer. In addition to developing the financial planning process used by Harbor Group for its clients, Tim has instructed courses for the Certified Financial Planner designation at the former New Hampshire College in Manchester.
A specialist in the areas of retirement and estate planning, Tim holds the designations of CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant. He earned a Master of Science degree in Financial Planning with concentrations in retirement planning and portfolio management. Tim has been an active member in a number of professional organizations, including:
Tim is also an active member of the community. His involvement has included:
Mr. Riley received his Bachelor of Science degree from University of New Hampshire, Durham.
Sharon is a Senior Client Service Manager. Since joining Harbor Group in April 2000, she has been instrumental in implementing a number of the firm's procedural and technological improvements. Sharon has extensive customer service experience and is especially passionate about providing first-rate support to clients.
Vickie is a CERTIFIED FINANCIAL PLANNER™ professional. She joined Harbor Group in March of 2002 and provides retirement, estate, income tax, education planning, and risk management services to our clients.
She was awarded her CERTIFIED FINANCIAL PLANNER™ certification in February of 1999. She obtained her Certified Public Accountant designation in February of 1988. Vickie earned a Bachelor of Science degree in Accounting from Rivier College in 1983.
Prior to joining Harbor Group, Vickie was involved in income tax preparation, planning, and accounting services for individuals and business at various local accounting firms. She most recently worked with the firm Howe, Riley, & Howe, P.C. in Manchester, NH.
Vickie holds membership in the following professional organizations:
Anita joined Harbor Group in November 2018. She has worked in administration and customer service for several years.