It’s taken you a lifetime to build, and one day you will depend on it for the rest of your life: Your Retirement Nest Egg.
At Arcadia Financial Group, we endeavor to help people identify and eliminate the risk and uncertainty that stands between them and their retirement goals. Our planning process will guide you through prudent strategies that can ensure lifetime income and protect your life’s work for both you and your family.
Michael Panico, CFP®
Michael R. Panico, CFP®, CEO of Arcadia Financial Group, LLC, has been helping clients plan for retirement for over 13 years. Mike believes that true retirement planning must go beyond the creation and monitoring of investment portfolios. To achieve true peace of mind, a prudent retirement plan must provide and protect the income necessary to sustain your standard of living for the duration of your retirement.
Prior to founding Arcadia Financial Group, Mike served as an advisor with Equity Services, Inc. and Ameriprise Financial.
Mike holds a Bachelor of Science in finance from Babson College and achieved the CERTIFIED FINANCIAL PLANNER™ designation in 2008. The CFP® designation is granted only to advisors who have completed a rigorous examination demonstrating their ability to professionally deliver on many traditional planning aspects including: insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning and estate planning. CFP® professionals are vetted to uphold the highest standards of education, experience and ethics.
Mike is also a member of The Million Dollar Round Table’s Top of the Table, a career milestone.
Mike was born and raised in Dedham, Massachusetts, but now resides in New Hampshire with his wife and two boys. He holds a resident license for life, accident and health insurance in the state of New Hampshire. Insurance services are also offered in Massachusetts, New York and Rhode Island.
Investment Advisory Services are offered through Arcadia Wealth Management, LLC, a registered investment adviser. Insurance products and services are offered and sold through Arcadia Financial Group, LLC and individually licensed and appointed insurance agents. Arcadia Financial Group, LLC and Arcadia Wealth Management, LLC are affiliated but separate entities.
Jessica Panico is the managing partner and co-founder of Arcadia Financial Group, LLC. She has been serving clients for over 12 years, and her primary focus is managing operations and marketing initiatives.
Prior to co-founding Arcadia Financial Group, Jess worked in various areas of the health care industry, most recently as a health care finance consultant. Her previous position was a perfect conduit to bring her from health care to the finance industry.
Jess has a Bachelor of Science in health psychology from Massachusetts College of Pharmacy and Health Sciences. She 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 being outdoors with the family, boating and traveling.
Administrative Services Manager
Roxanne Morrison joined Arcadia Financial Group in August 2015, bringing with her experience from both the corporate and investment worlds. She previously worked as a trust investment administrator to the senior trust investment officers at Eastern Bank.
Roxanne is a notary public in the state of New Hampshire, where she lives with her husband, son, daughter and two friendly pups. In her spare time, she enjoys spending time outdoors at the beach, skiing and hiking with her dogs.
A.J. Camlin joined Arcadia Financial Group in May 2017. Before joining the firm, he worked in the corporate space at Merrill Lynch, Morgan Stanley and Fidelity Investments.
A.J. specializes in retirement planning, financial planning and estate planning strategies, as well as tax-efficient strategies, for business owners and individuals. He is an Investment Adviser Representative and holds life, accident and health insurance licenses in New Hampshire and Massachusetts.
Residing in Exeter, New Hampshire, A.J. and his wife, Maggie, enjoy spending time with their young son, Troy, and their very energetic, full-blood boxer, Diego.
Sarah McDonald joined Arcadia Financial Group in September 2017. Before joining the firm, she worked for over 5 years at Edward Jones Investments in Wakefield, Massachusetts with local families and small businesses.
Sarah specializes in retirement planning and estate planning for individuals, with a focus on women and their unique retirement needs. She holds a Bachelor of Arts in Economics from Saint Anselm College in Manchester, New Hampshire. She is an Investment Adviser Representative and holds life, accident and health insurance licenses in New Hampshire and Massachusetts.
Originally from Western Massachusetts, Sarah now lives in Derry, NH with her husband, daughter and Shepard/Rotty mix. In her spare time, she enjoys running the rail trail and is hoping to reach her goal of completing a half marathon in under 2 hours in the near future.
Client Service Specialist
Pam Weymouth joined Arcadia Financial Group in July of 2017, bringing with her over 20 years of experience in Financial Services. She previously worked in the tax department at Sun Life Financial in Wellesley, MA for over 15 years.
Pam resides in Londonderry New Hampshire with her pets, Rocco & Pandy. In her spare time she enjoys going to the beach, walking the local rail trails, and hairdressing.