Broker Check

Our Advisors

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

Financial Planner, Special Care Planner, Financial Services Representative

(781) 876-4190

lucas@noblefinancialgroupllc.com

Designations:  CERTIFIED FINANCIAL PLANNERTM ,  Chartered Financial Consultant, Chartered Advisor for Senior Living, Accredited Estate Planner

Luke is a Financial Planner and an Investment Adviser 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. Clientele ranges in age and profile, with specialization for high-net worth estate gifting and preservation. Luke and his team often access numerous resources to assist any person, family, or business in building their customized plan.

Luke has earned the Chartered Advisor for Senior Living designation, making him well versed in senior affairs and the planning surrounding finances as we age. He has a network of attorneys, CPA's, home health care aids and insurance companies that assist him in making sure his aging clients are cared for financially, as well as legally and physically.

As a Special Care Planner, Luke is certified in dealing with families with special needs dependents, both young and old. Luke can make sure that proper measures are taken to ensure that a special needs dependent is well cared for and they can maintain a dignified quality of life.

For the past 9 years, Luke has received the Boston Magazine Five Star Wealth Managers award for highest in service and overall satisfaction. In February 2021, Luke was featured in Forbes Magazine as one of the top 40 most successful wealth managers under the age of 40 in the Country.

Luke and his wife Amanda live on the North Shore with their four children. They are frequent travelers to Sarasota, Florida and like to be active outside of the office as much as possible. Amanda, a public school teacher with a doctorate in education, encourages continuing education and learning whenever possible. Luke is a lifetime community activist on the North Shore and active in several non-profit organizations. He is a member of the Essex Estate Planning Council, Chamber of Commerce, and has spent over 15 years on the leadership team of the Essex County BNI.

 

Colby P. Crogan

Financial Planner, Special Care Planner, Financial Services Representative, Investment Advisor Representative

(781) 876-4194

colby@noblefinancialgroupllc.com

Colby Crogan joined Noble Financial Group in January 2013. Colby has spent the last 9 years working directly with clients as a Financial Services Representative and Investment Advisor Representative. Colby takes a holistic approach to planning for the current financial needs of his clients, as well as planning for their financial future. He aims to be a lifetime resource for his clients and their families.

Joanne Croteau, CLTC®

Senior Account Executive, Financial Services Representative, Investment Advisor Representative

(781) 876-4173

joanne@noblefinancialgroupllc.com

“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

emily@noblefinancialgroupllc.com

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@noblefinancialgroupllc.com

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@noblefinancialgroupllc.com

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@noblefinancialgroupllc.com

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@noblefinancialgroupllc.com

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@noblefinancialgroupllc.com

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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Jennifer Shea, JD*, MBA, CFP®

Agency Director-Advanced Markets

617-585-4527

jshea@baystatefinancial.com

Jennifer is an Attorney by education and heads up the Estate and Business Planning department at Baystate Financial. In this role, Jennifer partners with Noble Financial Group to provide subject matter expertise to help identify and...
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Michael Bernstein

Case Consultant

(781) 876-4183

michael@noblefinancialgroupllc.com

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@noblefinancialgroupllc.com

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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