Photiades Wealth Management Team
Financial planning is about so much more than finance. It’s about providing a place where you can tell your story and write your future. It’s about forming relationships that build trust and security, not only wealth.
We’ll help you find a financial advisor at Photiades Wealth Management who suits your style and your needs. Take a moment to meet our team. Each one brings a unique background and diverse experiences to the relationships we build with our clients.
Jeff’s approach to the business of wealth management has gained him an impressive list of credentials and awards. Most notably, he has qualified for the Northwestern Mutual Forum list of top performers annually since 2007 and has been elected as President of the Northwestern Mutual Financial Representatives Association for 2021-22.
Accolades aside, it is Jeff’s ability to connect with others that truly sets him apart. He asks different questions than most advisors and hears deeper meaning in the answers. He listens intently for what motivates each individual and delivers transformative solutions for the peace of mind they seek for themselves and their families.
Much of Jeff’s success stems from his tightly held convictions. “When I feel drawn to something, like helping people reach their personal and financial potential, it doesn’t seem like work. It feels like a calling. That is the essence of how I live my life.”
This distinctive style has helped thousands of Jeff’s clients meet their goals and has made him a popular speaker at Northwestern Mutual Wealth Management company events. Many of his peers also seek out his advice as a mentor and life coach through his company, Kairos.
Jeff abides by the same philosophies that he shares with others. “My license plate is TAWO, which stands for ‘Things Always Work Out.’ That’s because we all need the reminder that it’s what we do with the space in between now and things working out that matters.”
Even with so many professional pursuits, Jeff believes in the importance of personal time. His passion for traveling, wine tasting, carting and jet skiing are family affairs that typically include his wife, Lynn, and his daughters, Kiersten and Kerra.
James lives by the creed he learned during six years in the U.S. Air Force Reserves: Integrity first, excellence in all you do and service before self. These values align perfectly with his position as Lead Advisor and Director of Investments and Planning at Photiades Wealth Management. “One of my Air Force instructors told me, ‘Integrity comes first because if you give me that, everything else follows.’ And it’s true. Trust is the absolute biggest asset we have.”
Our clients have trusted James to oversee their investments since 2012. His responsibilities include portfolio analysis, design and management for individuals, businesses and 401(k) investors, as well as working with Jeff to create strategic plans for all of the firm’s clients. He also meets with clients and their families to build multigenerational plans to ensure everyone receives the level of service and expertise they deserve.
James, who is known as being analytical and detail-oriented, holds the CFP® designation, an Associate Degree in Applied Science from the Community College of the Air Force, a Bachelor’s Degree in International Business, and a Master’s Degree in Finance from Southern New Hampshire University. He also is Series 7, Series 66 and Life, Accident, and Health Insurance licensed.
Even with all of these credentials, James thinks one of the most important things he provides is empathy. “What sets Photiades Wealth Management apart is that we genuinely care. I could tell you story after story about ways we demonstrate this by reaching out to clients at important times in their lives – to celebrate or offer support – even when it means taking time from our personal lives to do so.”
James and wife Ellie share a love of reading. They live in Merrimack, New Hampshire, with daughter Tilly and cat Gulliver.
After more than 26 years with Photiades Wealth Management, it’s clear that Diane still is energized by her job as Director of Operations. “I love to interact with our clients. Knowing that what I do every day can help make a difference in someone else’s world is very fulfilling.”
While her main focus is guiding our clients through the application and implementation process for insurance and annuity solutions and serving as our underwriting liaison, she also runs the daily operations of the office, acts as a mentor for new team members, and participates in Northwestern Mutual leadership programs.
Diane graduated magna cum laude from Beal College with an Associate Degree in Executive Secretarial Science. She has earned Life, Accident, and Health Insurance and Series 6 and 63 licenses, which allow her to provide a wide range of services to our clients. “If it’s going above and beyond to make sure that a client has peace of mind, I want to do that.”
Diane lives in Weare, New Hampshire, with her husband, Rick, and their two rescue dogs. She is incredibly proud of her daughter, Shelby, who is a college nursing student. When not busy working, Diane enjoys spending time hiking, skiing, at the beach, or with family and friends.
Henry has worked in the financial industry for ten years and joined the team in 2017. He graduated from Roger Williams University with a Bachelor’s Degree in Finance, and holds an MBA from Southern New Hampshire University. He also holds Series 7, 63, and Life, Accident, and Health Insurance licenses.
Along with day to day investment operations such as opening client accounts, trading and reporting, Henry is responsible for a variety of money movement functions, including transfers and rollovers.
Henry lives in Merrimack, New Hampshire with his wife Melissa, baby daughter Nora, and their two dogs, Bruiser and Buddy. In his spare time, he enjoys playing guitar and exploring New Hampshire.
Helping others. That’s what Julie feels is her most important role as Director of Client Services at Photiades Wealth Management, where she has been assisting our insurance clients since 2018.
Julie earned a Bachelor’s Degree in Communication with a minor in marketing from Plymouth State University and holds licenses in Life, Accident, and Health Insurance. She uses her skills to manage all policy-owner services, act as a liaison between the client and the underwriter, create insurance illustrations, and assist with payment management and loan processing. Julie also contributes to our marketing efforts and is in charge of special event planning.
As Julie sees it, the company’s strengths include our mission to manage the process that gives our clients peace of mind and our culture of openness and trust. “I like working with our team because it feels like a family. We help each other out and have each other’s backs.”
Julie lives in Manchester, New Hampshire, with her “lazy cat,” Potato. In her spare time, Julie enjoys visiting with friends and family.
Bennett joined the Photiades team in 2020 and serves as our Associate Lead Advisor. His responsibilities include meeting with clients and advising them on financial decisions. He also generates life insurance illustrations and financial plans for clients, which outline details and growth projections.
Bennett recently obtained his Life, Accident, and Health Insurance license and Series 6 and Series 63 licenses. These allow him to advise individuals on a personal basis, with special focus on providing legacy clients with the highly personalized service for which Photiades Wealth Management is known.
Being a good listener has helped Bennett fit right in at the company. “I’m able to build trust and relationships rather quickly because my clients always have my undivided attention. I want to create a good rapport and help them realize all of their goals and dreams.”
Bennett earned a Bachelor’s Degree in Professional Communications from Plymouth State University, and resides in Goffstown, New Hampshire. During his free time, Bennett enjoys playing golf and tennis and watching sports.