Broker Check

Our Advisors

Lucas J. Noble, CFP®, ChFC®, CASL®, AEP®

Certified Financial Planner™ practitioner holds the Accredited Estate Planner® designation, Financial Services Representative, Investment Advisor Representative

(781) 876-4190

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.

Joanne Croteau, CLTC®

Senior Account Executive, Financial Services Representative, Investment Advisor Representative

(781) 876-4173

“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.

Our Team

Emily Damiano, CFP®, M.Ed

Client Experience Director

(781) 876-4187

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...

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Daniel B. Koppel, MSFS, CFP®

Managing Director

(781) 876-4193

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...

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Kelly Clark

Client Services, Financial Services Representative, Investment Advisor Representative

(781) 876-4191

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...

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Carolina Magarin

Client Service Associate

(781) 876-4189

Carolina provides service to clients with their existing accounts. She is the primary contact for beneficiary changes, death claims, address changes, and other daily client service needs.
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Lori Hutchinson

Client Engagement Administrator

(781) 876-4123

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...

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Leddie Barrett

Operations: New Accounts

(781) 876-4195

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.

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Michael Bernstein

Case Consultant

(781) 876-4183

Michael is responsible for developing detailed work plans & suitability information to guide our operations team in processing new accounts, executing subsequent account transactions, and implementing insurance strategies.

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Nicholas Hoang

Executive Assistant

(781) 876-4192

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...

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