Meet the professionals who can help you Pursue Your Goals
We help individuals and families pursue their ideal retirements.
Meet The Team
The team behind Arcadia Financial Group is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Michael Panico, CFP®
Michael Panico has been helping clients plan for retirement for over 13 years. Mike believes true retirement planning must go beyond investment portfolios. To achieve true confidence, he believes a prudent retirement plan must include strategies to provide and protect the income necessary to sustain each person’s standard of living for as long as they live.
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 became a CERTIFIED FINANCIAL PLANNER™ professional in 2008. The CFP® certification 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 strategies. CFP® professionals are vetted to uphold the highest standards of education, experience and ethics.
Mike holds a resident license for life, accident and health insurance in the state of New Hampshire. He also offers insurance services in Massachusetts, New York and Rhode Island.
Born and raised in Dedham, Massachusetts, Mike now resides in New Hampshire with his wife and two boys.
Chief Operating Officer
Jessica Panico is the Chief Operating Officer and Co-Founder of Arcadia Financial Group. She has been serving clients for over 12 years. 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.
Sarah McDonaldFinancial Planner
Sarah McDonald joined Arcadia Financial Group in September 2017. Before joining the firm, she spent over five years at Edward Jones Investments in Wakefield, Massachusetts, working 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, New Hampshire, with her husband, daughter and Shepherd/Rottie mix. She enjoys running the rail trail and hopes to reach her goal of completing a half marathon in under two hours in the near future.
Roxanne Morrison Administrative Services Manager
Will Esslinger Service Advisor
Justin Champlain, CFP® Financial Planner
Sarah Stone Marketing Assistant
Ready to Take The Next Step?
For more information about any of the products and services listed here, schedule a meeting today or register to attend a seminar.