Luke is a Financial Services Representative and an Investment Advisor Representative with a passion for giving each and every one of his clients the most appropriate and honest recommendations to fit their unique financial needs. Luke and his entire team recognize that service and trust are a critical part in building a strong relationship with every client, while becoming a lifelong resource for them and their families. As a Certified Financial Planner™ practitioner, Luke works with his clients to create a strategy that meets their financial goals through accumulating and preserving wealth.

“Service Above Self” is the professional approach that she extends to her clients. Joanne believes that her clients should receive the latest financial and economic information to keep abreast of today’s market. With consistent communications and personal interactions, Joanne provides programs and portfolios designed to help ensure her client’s financial security. Joanne resides in North Reading, Massachusetts with her husband, Joseph. She is an active member of the Shoe City Lions Club and MDRT Foundation.

As a Private Wealth Advisor, Steve’s mission is to assist individuals, families and business owners in defining their financial goals and achieving financial freedom. He is trained and licensed to provide financial solutions to his clients and prospects. His goal is to become a lifelong resource to his clients, and he is dedicated to assisting them through the various stages of their financial lives. At Noble Financial Group, Steve is able to utilize the team approach and draw upon the wealth of knowledge of his associates to create custom designed financial strategies for his clients.

Steve has been in the Financial Services industry for over 25 years holding various leadership positions heading up Finance organizations for asset management and capital markets businesses.  He was also an Equity Research Analyst for 10 years.  Steve has been a Financial Advisor for five years, and joined Baystate Financial in October of 2022.

Steve graduated from Miami University in Ohio with a Bachelor’s degree in Marketing and an M.B.A. with a concentration in Finance.  He also holds the Chartered Financial Analyst designation.  Steve resides in Marblehead and has two children, a son 20 and a daughter who is 18.

As a CERTIFIED FINANCIAL PLANNER™, Emily’s mission is to assist individuals, families and business owners in defining their financial goals and achieving financial freedom. She is trained and licensed to provide financial...

Daniel works with Noble Financial Group's advisors in developing and presenting a wide range of planning strategies to the firm's clients. He provides ongoing monitoring of client's plans and takes proactive actions to ensure clients...

Kelly is the team's Operations Manager. She oversees the establishment of all new accounts and transfers. For clients, Kelly serves as the primary resource on the team for questions, inquiries or updates to their accounts. Kelly is a...

Lori works directly with advisors and their clients to set up their Personal Financial View websites. She demonstrates how to use the features in a live web-based or face to face meeting. Lori also provides ongoing support for PFV...

Leddie processes and oversees all new business through the submission of data and subsequent communications with the various financial institutions to ensure a seamless transition of assets and underwriting of insurance.

Nicholas provides in-office support for our entire team. He handles customer service requests, assists with client account needs, and schedules client meetings. He also coordinates all of Noble Financial Group’s company events...

Ryan started his financial services career at New York Life where he worked as a financial services representative. He spent just over a year there but really wanted to expand himself to providing clients with comprehensive financial...

Trang began her financial career as a Trust Specialist at Mellon Financial/Boston Safe & Deposit in Boston in 1997. After five years she left the company as an officer of the bank. She went on to work for Northeastern University...