Trevor has been in the financial services industry since 2007. Before joining Securian he was a Senior Financial Services Representative at the Principal Financial Group, prior to this he was a Registered Representative with Mutual of Omaha Investor Services, and began his career in the insurance and financial services industry with New York Life. Trevor’s ultimate goal is to help clients accumulate, protect and preserve their net worth while protecting their businesses and families.
Trevor holds a Series 6 and 63 securities registrations as well as his life and health insurance licenses. He earned his Life Underwriting Training Council Fellow (LUTCF) designation from The American College and is a member of the National Association of Insurance & Financial Advisors (NAIFA)
Trevor grew up in Concord, Massachusetts and graduated from Hampton University with a BA in Communications. He currently resides in Boston with his wife and two sons. He is active within his community as a Governing Board Member of the Samuel Mason Elementary School and involved in coaching youth sports. He also works with the non-profit Prostate Health Education Network to help raise awareness and education for Prostate Cancer. In his personal time, Trevor enjoys traveling, spending time with his family, and attending New England Patriots football games.
Brian Falconer is the Managing Partner of Securian Advisors of New England. He began his financial services career 19 years ago after graduating from Fordham University. While at Fordham’s Gabelli School of Business, Brian studied both Finance & Economics. Later he went on to earn the professional designation LUTCF (Life Underwrite Training Council).
Brian began his professional career right out of college with New England Financial and served individual and business clients for 6 years before moving into a leadership role in 2005. He was actually the youngest Managing Associate in New England Financial’s long and rich history.
Since then, Brian has recruited, trained and worked with hundreds of insurance agents and financial advisors, helping them grow and develop their practices. Brian holds his Series 6, 63, 7, 66 and 24 registrations and is a registered representative and investment advisor representative of Securian Financial Services, Inc.
Brian currently proudly serves as the State of Rhode Island President Elect Chairperson for the NAIFA-RI Board of Directors, where he has served in various chairs over the last 5 years. Brian is also currently serving on the Financial Service Professionals of Rhode Island Board of Directors as the Program Chairperson and has done so for the last 2 years.
Brian lives in Massachusetts with his wife Meri and their daughter Blakely.
Chandler was the 4th generation of the Winchester family since 1915 to pursue an Insurance & Financial Services career. For 14 years, Chandler has assisted clients by managing their varying insurance risk exposures, wealth preservation, and wealth accumulation needs. This has been accomplished with a comprehensive approach that begins with actively listening to each clients’ values, needs and concerns. He will also integrate the guidance of a client’s other professional advisers, including their accountants and attorneys as needed.
Chandler was previously an advisor with New York Life & Guardian. Chandler holds his Series 7 & 66 registrations and is a registered representative and investment advisor representative of Securian Financial Services, Inc.
Chandler lives in Warwick RI and enjoys spending time with his wife - Kendra. He is the Godfather of three beautiful children - Gavin, Zachery, and Madi. Chandler currently proudly serves on the NAIFA-RI Board of Directors. Chandler is also a 4th generation Freemason.
Jose Lopes has over 14 years in the financial services industry, focusing on developing financial strategies for individuals and business owners. Jose Majored in Communications and Minored in Computer Graphics at the University of Rhode Island. He successfully obtained his ChFC Designation from The American College. He has his FINRA Series 6 & 63 securities registrations, as well as his Life and Health Insurance licenses. He is a member of NAIFA-RI (National Association of Insurance and Financial Advisor) where he has volunteered through NAIFA-RI for the Special Olympics.
Jose and his wife Lisa live in Pawtucket, RI. Jose is a member of the Jenks Lodge of Free and Accept Masons in Pawtucket, RI and works with The Rhode Island Foundation as an active member of their Professional Advisory Council, Advisory Council for Crossroad’s for Kids in Boston, MA and supports Urban Achievers, based out of the Epiphany School in Dorchester, MA.
Merideth is a lifelong New England native and was born and raised in Southeastern Massachusetts. She attended Bridgewater State University where she obtained her Bachelor of Science in Business, magna cum laude. She then went on to Northeastern University, where she obtained her Masters Certificate in Leadership. Later, she went on to earn her professional designation LUTCF.
After college Merideth entered the insurance industry, starting out in the health insurance sector with Blue Cross Blue Shield. She then moved into the property and casualty business as a Sales Representative for Liberty Mutual. Her last stop was as a Registered Representative with Allstate Insurance where she worked with six local Allstate offices providing financial services guidance for her clients. Merideth has always been focused on helping her clients and putting their needs first. Her genuine client centric approach makes her an invaluable addition to the Operations team at Securian Advisors of New England. In her role she will be responsible for the operations of the firm by helping with anything and everything necessary to serve our Advisors needs who are our clients. Merideth holds a FINRA Series 6 & 63, as well as the Life, Health, Property and Casualty Licenses.
Merideth has been married to Brian for five years and they have a 3 year old daughter Blakely and their dog Poco. She loves spending time with Blakely and specifically teaching, cooking, crafting and exploring the world through her eyes.
Erik has 15 years of experience in the Financial Service industry. He has worked for many well named companies including New England Financial, Putman and New York Life. For the past 4 years Erik was a member of the MDRT and NAIFA. Most recently, Erik achieved 4 different increasing levels of Council based on production and retention.
Erik O’Leary is an Investment Executive at Securian Advisors of New England. He began his professional career right out of college with Mellon Trust and then while at New York Life he was a top 10% advisor. Erik has also trained and worked with dozens of insurance agents, helping them grow and develop their practice.
Erik graduated from UMass at Lowell with a BA in Environmental Science with a minor in Chemistry. Erik holds his Life Insurance License, Series 6 and 63 in 6 different states which includes, MA, NH, RI, ME, NC and GA.
Erik proudly supports the community with volunteer work in the Boston area which includes Rosie’s Place and The Boys and Girls Club of both Boston and Wakefield.
Jamie utilizes his business and banking experience as well as financial services knowledge to provide financial strategies for small business owners, professionals, young families and baby boomers approaching retirement. My goal is to provide my clients with the proper guidance so that they make sound financial decisions.
Jamie has comprehensive background in financial services and business management which includes extensive time as a professional banker, successful entrepreneur and a leader with over 30 years of business experience in both the for profit and non-profit sectors. During his tenure as a banker, he spent a considerable time in both retail and commercial banking including business lending. Jamie also has been a co-founder, and CEO, of a successful healthcare company, led a successful financial turnaround of a large non-profit organization and spent some years consulting to small business owners.
Jamie is an active member on the Board of Directors, of both, Community Work Services, Boston as well as The Marble Collection, Boston.
Hunter joined Securian Advisors of New England in 2018. There, he enjoys building long-term relationships and working with clients to establish and fulfill their long-term goals including but not limited to: retirement planning, college education funding, investment strategies and income and asset protection. He has a passion for helping individuals, families and business owners make sound financial decisions by empowering them with the proper knowledge and resources through a very hands-on and client centric process.
Hunter studied at the University of New Hampshire where he received a Bachelor of Science Degree in Finance and a Minor in Economics. He currently holds his Series 6 and 63 registrations as well as his Life, Accident & Health licenses.
When Hunter is not working with clients, he enjoys playing and watching sports, exercising, traveling and boating with friends and family.
Odelisa was born in Cape Verde, migrated to Portugal and then to the United States at the age of 10. She attended Endicott College in Beverly, with a major concentration in Business and a minor in Clinical Psychology. She was also a member of the Phi Beta Chi honor society at Endicott College.
Although her concentration in college was business and psychology, her career path has taken her into the financial industry, most recently banking and now Securian NE. Her work ethic is to always give your best, treat colleagues and clients with the utmost respect, and pursue the opportunities available to you. Never be afraid to take a chance and learn new things.
Odelisa is the Executive Assistant to two advisors at Securian New England. In her role as a financial advisor’s executive assistant, she assists the advisors with administering all aspects of client accounts. She handles email and mail correspondence, input transactions for client accounts, and monitors client files for compliance with various regulations.
Odelisa is also a mother to a 10-year old boy, Wyc, who she refers to as her “raison d’etre”. Her motivation for all that she does and is. Her family is her priority. She also enjoys spending and participating in sports with Wyc. They pursued Taekwondo together and tested together for their black belt. She loves to exercise and travel. Her goal is to familiarize, educate and teach her son about other cultures of the world thru traveling.