Staff
I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.
If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.
Paula Boucher
Associate Financial Representative
401-461-7776
Paula Boucher, who heads up our staff, has 20 years of experience in the financial services industry and will be more than willing to help you out. If you have any questions, please give her a call.
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Daniel J Shramek
Associate Wealth Management Advisor
daniel.shramek@nmfn.com
401-461-7776
Dan specializes in helping clients with planning, asset allocation, portfolio design, and wealth accumulation goals. Prior to joining our practice, Dan worked as a financial advisor with UBS Financial Services, ran his own businesses for twelve years, and worked as a sales and marketing manager at American Power Conversion. In addition to holding Series 7 and 66 security licenses, life insurance and variable annuity licenses, he has earned his Chartered Retirement Planning Counselor (CRPC) designation, a Certificate in Financial Planning, and an MBA. Dan and his wife Sarah live in Narragansett, RI and enjoy hiking, biking, running and traveling.
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