Meet Our Financial Planners Serving Manchester, NH & Andover, MA

Mike’s 21 years of financial planning experience have shaped him into a true leader and coach, helping clients find their path toward life fulfillment. He holds a Bachelor of Science in Finance from Babson College and became a CERTIFIED FINANCIAL PLANNER® professional in 2008.

Mike founded Arcadia Financial with Jessica Panico, his wife and best friend. Together, they’re raising two amazing boys in Derry, New Hampshire. They love the big outdoors, being with family, and making frequent escapes to Cape Cod.

Jessica has been serving clients for over 18 years and is the Chief Operating Officer and Co-Founder of Arcadia Financial Group. Her primary focus is managing operations and marketing initiatives. Prior to co-founding Arcadia Financial, Jess worked in various areas of the healthcare industry, most recently as a healthcare finance consultant. Her previous position was a perfect conduit to bring her from healthcare to the finance industry.

Jess has a Bachelor of Science in Health Psychology from Massachusetts College of Pharmacy and Health Sciences and holds life insurance licenses in New Hampshire and Massachusetts. Jess resides in New Hampshire with her husband and two adventurous sons. In her spare time, she enjoys boating, traveling, and being outdoors with the family.

Prior to joining our team in 2021, Chris began his career in the financial industry as an agent with New York Life. He holds a Bachelor of Arts in Biology from Saint Anselm College, as well as Life and Health and Securities license 65 in New Hampshire and Massachusetts.

Born and raised in Manchester, Chris currently resides in Southern New Hampshire with his wife, son, and daughter. In his spare time, he enjoys spending time with friends and family, watching sports, and hacking up the golf course.

Ryan came to Arcadia Financial in 2023 with seven years of experience in the financial services industry, as a financial advisor for Bankers Life, Edward Jones, and LPL Financial in Roanoke, Virginia.

Ryan holds a Bachelor of Business Administration from Roanoke College. Currently living in Boxford, Massachusetts, he’s happy to be back home surrounded by family and friends.

Prior to joining Arcadia Financial Group in 2023, Kevin spent a decade at Fidelity Investments in Workplace and Personal Investing. He obtained a business degree with a concentration in business law and economics from the University of New Hampshire and received his CERTIFIED FINANCIAL PLANNER® designation through Boston University.

Residing in Pelham, New Hampshire, with his wife and dog, Kevin enjoys hockey, golfing, hiking, camping, traveling, and spending time with friends and family.

Jonathan gained valuable experience as a Business Relationship Banker with Citizens Bank, helping local entrepreneurs steer their businesses and households through the uncertainties of the COVID pandemic. He then transitioned from retail banking to the insurance market, applying his skills in personal and business finances, before returning to the financial industry when he joined Arcadia Financial in 2022.

Jonathan currently lives in Hudson, New Hampshire, with his family and their adorable two cats and one corgi. He spends as much time as possible cooking, trying new foods, and learning new things.

Cheri began her career as a licensed secondary teacher, then joined the finance and insurance industry in 2006 as a customer service representative for a financial firm. In that role, she assisted clients and brokers with questions regarding retirement products. Over the last 17 years, she’s gained a wide range of industry experience, from processing withdrawals and investment changes to making policy changes and managing commercial lines business.

Cheri, married to a seafarer and mother of one, expanded her family by adopting five Siberian huskies and two green turtles.

Taylor joined Arcadia in 2023 and is a graduate of Saint Anselm College, double-majoring in finance and business. He’s eager to build both technical knowledge and professional relationships to enhance his contributions to the team.

Taylor is from Keene, New Hampshire, and outside of work, he is an umpire for the greater Keene community. His favorite sport is baseball, with wrestling and football in a close tie for second.

Alicia is the Marketing Director for Arcadia Financial Group. With nearly 20 years of experience in marketing and financial services, her primary focus is managing marketing initiatives and client events. Prior to Arcadia Financial, Alicia had her own herbal skin care business and has also consulted with several small businesses and volunteer organizations regarding their marketing efforts. 

Alicia has a Bachelor of Science in Marketing and an Associate of Science in Business Management. She is a certified home herbalist and plans to pursue her master’s degree. A mother of two residing in New Hampshire, Alicia enjoys hiking, skiing, snowshoeing, gardening, going to the beach, campfires, and good laughs with loved ones.

Kayla joined Arcadia in 2024 as a Concierge after serving as Guest Services Manager at the Currier Museum of Art. A 2020 graduate of Southern New Hampshire University, she holds a degree in history with a minor in education. Originally from Georgia, Kayla now calls Manchester, New Hampshire, home. In her free time, she enjoys painting sunflowers and playing with her dog, Daphne.

Since obtaining her bachelor’s degree from Saint Anselm College, Mary has gained eight years of experience serving in executive assistant and business operations roles at technology, non-profit, start-up, and financial service organizations. Her professional passion is supporting C-suite leadership to improve and streamline communications and operations. In 2020, she pursued her master’s degree in communications management to deepen her theory knowledge and practice of organizational PR, finance, marketing, research, and strategy.

Mary, a Massachusetts native, resides in New Hampshire and enjoys distance running, cooking, traveling, and cheering for Boston sports teams.

Trever Robbins joined Arcadia Financial in 2024, bringing valuable experience from a mid-sized firm near his hometown of Hartford, Vermont. He earned a degree in business administration with a concentration in finance from Southern New Hampshire University and holds life, accident, and health insurance licenses, along with his Series 7 and 66 credentials. 

Now based in Manchester, New Hampshire, Trever enjoys spending time with friends and family, working out, attending car shows, and pursuing outdoor activities such as snowboarding and mountain biking.

Hamilton has spent nearly a decade in finance, including several years with Fidelity’s Stock Plan Services, and brings an earlier background in sales. He earned his communications degree from the University of New Hampshire.

When he’s not servicing our clients, Hamilton relishes being a homebody, living in the woods of Francestown with his wife, Emma, and their two cats, Dennis and Smiffer. He has an extensive vinyl collection and enjoys a wide variety of movies and television shows.

As Head of People and Culture at Arcadia, Sydney leverages her SHRM-SCP certification to empower team members and cultivate a workplace culture that elevates client service and drives business success. She brings extensive experience coaching C-suite executives, refining recruitment strategies, fostering continuous employee development, and implementing scalable processes for growth.

Originally from the North Shore of Massachusetts, Sydney is a results-driven executive specializing in organizational behavior, operational excellence, and people-centered leadership. She holds a degree in Business Management from the University of New Hampshire and an MBA from Southern New Hampshire University, and has built her career around optimizing operations and developing high-performing teams.

Andrew brings to Arcadia a wide-ranging financial experience across custodial, investment banking and wealth services sectors over the past 20+ years.  Prior to joining Arcadia in February of 2025, Andrew worked for a large investment firm specializing in Private Wealth Management and Annuity services support in their client services division.  Andrew is most happy supporting clients through their financial journey, whatever that that may entail for the client.

Andrew obtained a degree in Education from Plymouth State University and holds licenses for New Hampshire Life, Accident and Health Insurance Producer. 

Andrew and his wife Katie have a daughter and son and live in Derry, NH.  

Clarizza is part of Arcadia’s offshore team and brings six years of experience at Wells Fargo, where she served as a Supervisory Control Specialist/AVP focused on broker-dealer compliance. In that role, she collaborated with internal teams to ensure adherence to FINRA regulations and firm policies, and she holds FINRA Series 7 and Series 9/10 licenses.

Based in the Philippines, Clarizza enjoys reading and finds peace in nature, with a special love for the rural countryside of Japan. A devoted cat lover, she shares her home with Yuri, a rescued street cat who quickly became part of the family.

Jewel joined Arcadia in December 2024 as a Tax Administrative Coordinator. She is originally from Southern Mass but decided to head north in 2022 after attending UMass Dartmouth for Graphic Design and Marketing. With a background in hospitality and client services, joining the Administrative team was a perfect fit. In her free time, Jewel enjoys games and puzzles, roller-skating, and dining out.

Christian brings extensive client-service experience to Arcadia, developed through years in client-facing roles, from restaurant management in Los Angeles to a client service specialist position at Fidelity Investments, where he honed his ability to provide clients with tailored and meaningful service. He holds a Master of Business Administration from Southern New Hampshire University, strengthening his foundation in business and finance.

Now living in Manchester, New Hampshire, Christian enjoys spending time with friends and family, exploring the outdoors, and working on art projects.

Tim joined Arcadia in 2025 after earning a bachelor’s degree in finance with a concentration in Financial Planning from Bentley University. He currently holds his Life, Accident & Health Insurance License and Series 66 license. Tim is excited to continue learning the ins and outs of the financial services industry while building meaningful relationships with clients and colleagues along the way.

Born and raised in Salem, New Hampshire, Tim still resides there today. Outside of work, he enjoys staying involved with sports in any way he can, whether that’s playing, watching, or managing a fantasy team. Basketball, football, and golf are his favorite sports, and if he’s not on the court or the course with friends, he’s likely at home cheering on his favorite teams.

Chris Carter joined Arcadia Financial Group in July 2025 and brings over a decade of experience in the financial services industry. Prior to joining Arcadia, Chris worked at BNY Wealth as a portfolio manager, where he was responsible for managing charitable trust portfolios for institutional clients. Prior to BNY Wealth, he spent time with TD Bank’s wealth management team, working closely with high-net-worth individuals to help them achieve their financial goals.

Chris holds a Bachelor’s degree in Management from Marietta College and a Master’s in Finance from the New England College of Business. He is also a CERTIFIED FINANCIAL PLANNER®.

Chris resides in Windham, NH with his wife and daughter. He enjoys spending time outdoors with his family, watching football, and fishing.

Richard Flerra brings nearly two decades of experience in business development, financial services, marketing, and client relationship management. As a Business Development & Client Acquisition Specialist at Arcadia Financial, he focuses on building meaningful connections with prospective clients and helping individuals and families take the first step toward achieving their financial goals. Prior to joining Arcadia, Richard held leadership roles with Fidelity Investments, ESPN, Terp Solutions, and Kraft Sports Group. His time at Fidelity, where he held Series 7 and Series 63 securities licenses and served as a Team Lead, provided a strong foundation in financial services and client engagement. Combining expertise in relationship building, marketing, and business development, Richard is dedicated to delivering exceptional client experiences and helping others succeed.

Outside of work, Rich’s passion is coaching basketball, which he has done for almost 20 years. Most recently coaching at Merrimack High School, where he relishes helping the kids both on and off the court, building lasting relationships with his players. He also loves to ski, hike, play golf, and of course spend time with his wife and son. He values creating lasting memories with the people who matter most.

Kyle Argent joined Arcadia Financial in August 2025 as a Tax Relationship Specialist. He earned his Bachelor of Science in Accounting from Syracuse University in 2017 and has developed a strong background in tax preparation, accounting, and client advisory services.

Prior to joining the firm, Kyle worked in New Jersey, where he gained experience preparing individual, corporate, and partnership tax returns, managing bookkeeping and multi-state sales tax compliance, and advising clients on tax planning strategies. He enjoys helping clients navigate the complexities of the tax system while delivering personalized guidance and exceptional service.

Kyle relocated to Nashua with his brother, who works as an air traffic controller in the area. Outside of work, he enjoys spending time with friends, watching hockey, and exploring the outdoors and all that New England has to offer.

Jennelle is one of the Client Concierges at Arcadia Financial Group. She joined the team in December 2025 after earning her bachelor’s degree in Economics and Sociology. In her role, she helps create a welcoming and seamless experience for clients by providing administrative support, coordinating day-to-day operations, and ensuring clients feel valued and supported from their first interaction through every step of the process. She enjoys building meaningful relationships and providing thoughtful, attentive service that reflects Arcadia’s commitment to exceptional client care.

Through earning her bachelor’s degree in Economics and Sociology, Jennelle developed strong analytical, communication, and problem-solving skills. She is excited to begin her career in the financial services industry and looks forward to continuing to grow while helping clients feel informed, comfortable, and confident throughout their experience. Outside of work, Jennelle enjoys creating stained glass art, reading, listening to music, and exploring new creative hobbies. She’s an animal lover who enjoys spending time at the beach, taking long walks, and making the most of time outdoors with family and friends. She values creativity, lifelong learning, and finding balance in everyday life.

Evan brings a strong background in financial services to Arcadia Financial Group, with experience supporting both high-net-worth clients and a broad range of client needs across brokerage, retirement, annuity, and insurance accounts. Holding Series 7, Series 63, and Life & Health Insurance licenses, he provides clients with knowledgeable, detail-oriented support throughout their financial journey.

Prior to joining Arcadia Financial Group, Evan worked at Fidelity Investments, where he supported high-net-worth clients and developed expertise in complex account servicing, including trade execution, money movement, retirement distributions, and client onboarding. His experience has strengthened his ability to deliver personalized service while helping clients navigate important financial decisions with confidence.

Evan is currently completing his bachelor’s degree in finance, further strengthening his foundation. He is committed to continued professional growth and to helping clients achieve their financial goals through thoughtful, personalized support.

Amanda joined the Arcadia team in 2024 as a Marketing Intern during her senior year at Southern New Hampshire University, where she earned a bachelor’s degree in Digital Photography. Following graduation, she continued expanding her marketing knowledge while completing her internship before briefly stepping away to work as an Event Coordinator. She later returned to Arcadia as a Marketing Assistant, bringing with her a diverse skill set shaped by her experiences in photography, marketing, event planning, and hospitality. Her background in photography provides a strong foundation for her graphic design and visual content creation, while her years in hospitality have helped her develop communication and organization skills.

Amanda currently resides in Bedford, New Hampshire with her family. Outside of work, she enjoys traveling, reading, playing games, watching movies, and writing short stories.

Tamara serves as the Lead Client Concierge at Arcadia Financial, where she is dedicated to delivering exceptional client experiences and fostering meaningful relationships. Originally from Boston, MA, she now resides in Manchester, NH. She graduated from Lesley University in Cambridge, MA with a degree in Global Studies and Education and has always been passionate about working with and helping others.

She is committed to ensuring that every client interaction is welcoming, professional, and memorable. She believes that a positive first impression sets the foundation for a strong and lasting relationship, and she takes pride in creating experiences that are impactful, meaningful, and worthy of sharing.

Whether assisting clients, supporting colleagues, or greeting visitors, she strives to make everyone feel valued, supported, and cared for. By anticipating needs, providing exceptional service, and building genuine connections, she helps create an environment where clients feel confident and at ease.

Will joined Arcadia Financial in 2026 after serving on the High Net Worth Team at Commonwealth Financial Network. He holds a master’s degree in accounting from Southern New Hampshire University and has earned the CERTIFIED FINANCIAL PLANNER™ designation. In addition, he has his Series 7 and Series 66 registrations as well as Life and Health insurance licenses. Known for being team-oriented and a natural problem solver, Will enjoys helping clients simplify complex financial decisions and develop strategies that align with their long-term goals.

Candie Walker is Head of Client Service at Arcadia, where she leads the Client Service Specialist team and helps deliver a seamless client experience. With more than 30 years in financial services, she brings deep expertise in client service, operations, and team leadership. She is known for building high-performing teams and upholding Arcadia’s Second to None standard of care.

Always being team-oriented and driven, Glenn joined Arcadia Financial in 2026. He brought his seven years of experience working as an advisor as part of the Retirement Benefits Group at Equitable Advisors and Merrill Lynch Wealth Management. He earned his business degree with a focus in finance and management from the University of New Hampshire and holds his Series 7, 66, and Life, Accident, and Health Licenses.

Glenn was born and raised in Wilmington, MA, but currently resides in Kittery, ME. When he’s not helping out clients, he can be found hiking, camping, golfing, and enjoying quality time with his friends and family.

Argos serves as Arcadia Financial Group’s unofficial (but highly respected) Barketing Manager. Since joining the Arcadia family as a puppy just a few years ago, he has made it his mission to boost office morale, greet visitors with enthusiasm, and remind everyone to take a moment to smile.

As the beloved companion of CEO Mike and COO Jess, Argos is a familiar face around the office and a favorite among team members. Known for his intelligence, loyal nature, and gentle personality, he has a special talent for brightening even the busiest workday. While his sensitive stomach means treats are off the menu, Argos is more than happy to accept affection, ear scratches, and belly rubs as compensation for his services.

When he’s not making rounds through the office, Argos can usually be found keeping a watchful eye on his people, soaking up attention from his many admirers, and demonstrating the kind of loyalty and companionship that inspires the entire Arcadia team.

His professional accomplishments include countless tail wags, exceptional greeting services, and maintaining a perfect record of making people smile. As Barketing Manager, Argos remains committed to strengthening team culture, welcoming guests, and ensuring every day at Arcadia is just a little bit brighter.