HAVE YOU

decided to

Get Busy Living

We are Unapologetically Honest About Your Financial Future Because You Deserve to Know the Truth

Meet The Team

It’s all about time. We believe it’s your most valuable asset. And we want you using your time where it’s best spent: On your passions. With the people you love. On the important things in life. Leave the rest to us. Our team will outline a clear and honest path to get you on track for living your best life. We’re going to challenge you. We’re going to hold you accountable. As the world and your life changes, we’ll be in your corner to support you every step of the way.

Let’s get started today. 

Because You Deserve to BE HEARD

This is the part where we should make bold proclamations about various investment strategies. But can we be honest? None of that matters if it’s not exactly right for you. Why take investment advice from anyone who hasn’t taken the time to get to know you?

This section was supposed to be about us, but that’s not our style. This isn’t about our story.

It’s about your story.

What matters the most to you is what’s most valuable to us. Many people think their only option is to entrust their life savings to a cold, indifferent financial institution. We know you deserve better.

And we’re not afraid to tell you the truth. Even when it’s hard to hear. Life’s too short to waste time on mistakes. For the right kind of person, maybe even yourself, this approach is like a breath of fresh air. Because we’ll let you know exactly where you stand and what it’ll take to get where you want to be in the future.

It’s the driving DNA of why we started our firm in the first place. It’s what’s helped grow our firm to where we are today with a dynamic team of financial professionals who want to help every day feel like Saturday for you.

Life’s too short to get hazy answers or jargon-packed financial advice. It’s also too short to not know if you’re on the right track. With Arcadia, you’ll never have to guess where you stand. We’ll tell you what you need to hear, no exceptions, and we’ll work with you to create a plan that’s best for your future.

If you’re okay with honest financial advice built with your best interests in mind, welcome to Arcadia: where every day can feel like Saturday.

See What’s Possible With Arcadia

If you’re ready to take total control of your financial future…

If you’re seeing what’s possible and want to lean into this opportunity…

If you know you need greater clarity, better momentum, and an honest perspective to eliminate regret in your financial future…

…you’re in the right place. And we’re here to take the next step with you. Start a conversation with our team today to see what’s possible through The Arcadia Way.

Michael Panico

CFP, CEO

Mike is committed to waking people from their financial slumber. People are stressed, spread thin, overtired, and alienated socially from the people they care about most. Financial planning has been reduced to an exercise in growing numbers on pieces of paper. Wake up! You only live once. And your most precious resource is time.

How do you want to spend your time? Where do you want to spend it? Who do you want to spend it with? Those are the questions you need to be asking yourself. When leveraged correctly your finances can be used as a pathway to freedom: to use your time on your own terms. Mike wants to challenge you to live your best life every single day…like every day is Saturday. Mike’s 18 years of financial planning experience has shaped him into a true leader and coach, helping clients find their path toward life fulfilment.  

Mike founded Arcadia Financial with Jessica Panico, his wife and best friend.  Together they’re raising two amazing boys in Derry, NH. He holds a Bachelor of Science in finance from Babson College and became a CERTIFIED FINANCIAL PLANNER™ professional in 2008.

 

Jessica Panico

Chief Operating Officer

Jessica Panico is the Chief Operating Officer and Co-Founder of Arcadia Financial Group. She has been serving clients for over 18 years. Her primary focus is managing operations and marketing initiatives.

Prior to co-founding Arcadia Financial Group, 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. 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.

Justin Champlain

Financial Planner, EA

Justin Champlain joined Arcadia Financial Group in September 2018. Prior to joining the firm, Justin worked at Goldman Sachs and Brown Brothers Harriman. He holds a Bachelor of Arts in economics from St. Lawrence University and received his CERTIFIED FINANCIAL PLANNER (CFP®) designation through Boston University.

Justin lives in Merrimac, Massachusetts, with his wife and dog. He enjoys boating, skiing and watching New England sports teams

Jim Moran

Financial Planner

Jim Moran joined Arcadia in June of 2021. He previously worked at Fidelity Investments for over twenty years. In his last role as Branch Manager, he ran an offi­ce of financial planners.

He holds a Bachelor of Arts in history from the University of New Hampshire. Jim currently lives in Concord, New Hampshire with his wife and two sons. His last employer moved him around the country in his twenty years and Jim is happy to be back in New Hampshire, helping the people of New England achieve their goals and dreams.

 

Christopher Dube

Service Advisor

Chris Dube joined Arcadia Financial Group in June 2021. Prior to joining the firm Chris started his career in the financial industry as an agent with New York Life. Chris holds a Bachelor of Arts in Biology from Saint Anselm College. He also holds licenses in Life and Health, as well as Securities licenses 6, 63, and 65, in both New Hampshire and Massachusetts.

Chris, born and raised in Manchester, currently resides in Southern NH with his wife and son. Chris enjoys spending time with friends and family, watching sports and hacking up the golf course in his spare time.

Will Esslinger

Client Service Specialist

Will Esslinger joined Arcadia Financial Group in March 2018. He holds licenses for life, accident, and health insurance in New Hampshire.

Will’s background includes a decade of experience at Fidelity Investments, where he supported retirement planning and brokerage services as a client service representative. Immediately prior to joining Arcadia Financial, he worked with another independent advisory firm as a client service specialist.

Originally from Wisconsin, Will attended college at the University of Wisconsin-Madison. During his college years, he had the opportunity to study abroad in Kathmandu, Nepal. Will came out to the coast to join his family after getting his degree. He enjoys spending his free time watching movies, hosting barbecues, and playing board games with friends.

Carol Davis

Client Service Specialist

Carol Davis joined Arcadia Financial Group in November 2019. She holds licenses for life, accident and health insurance in the state of Massachusetts.

Carol’s background includes many years of experience in the financial services field working for a firm in Boston as the Director of Client Services where she supported brokerage services and insurance processing. Immediately prior to joining Arcadia she worked for a small local firm assisting with enrolling and educating retirement plan participants. She has a Bachelor of Science degree in health care administration from the University of Lowell.

Carol enjoys spending time outdoors, especially hiking in the White Mountains, cross-country skiing and kayaking. She has 2 grown sons and lives in East Wakefield, NH with her husband.

Brady Rodgers

Service Advisor

Brady Rodgers joined Arcadia Financial Group in April 2019.  Before becoming a paraplanner, he earned valuable knowledge in all areas of financial planning as an intern. Holding a Bachelor of Science degree in Finance, Brady graduated Magna Cum Laude from Southern New Hampshire University. Brady has securities license series 65 along with life and health insurance licenses in Massachusetts and New Hampshire.  

Brady is from Tewksbury, where he enjoys spending time with his family and friends. He likes to spend time outdoors in his spare time, whether playing a round of 18 or fishing among the lakes of New Hampshire.

Roxanne Morrison

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 their dog Buddy. She enjoys spending time outdoors at the beach, skiing, and hiking with her dog.

Kaley Poulicakos

Marketing & Events Manager

Kaley Poulicakos joined Arcadia Financial Group in February 2020. Prior to joining the team, Kaley worked at the NH Training Institute of Addictive Disorders as a Training Coordinator. She also has over 7 years of experience in Higher Education where she worked to transform the faculty and student experience and always strived to provide exceptional service. Kaley is bringing her passion for helping others and hopes to help transform the retirement process for everyone she comes across.

Kaley holds a Master of Science degree in Justice Studies from Southern NH University and a Bachelor of Arts degree in Forensic Psychology from Thomas College. Kaley currently lives in Laconia, New Hampshire with her fiancé and two stepsons. When not at work, Kaley enjoys spending time with her family and friends, trying new restaurants, and going to the movies!

Kendal Sonovick

Event Coordinator

Kendal Sonovick joined Arcadia Financial Group in February 2021. She holds a bachelor’s degree in Communications Studies from Colorado State University. During her time in Colorado, Kendal held several positions with local organizations to assist with communication and marketing needs. She transitioned into a client service role with a nonprofit animal rescue in the area and worked with both their clinic and development teams before moving back to New Hampshire.

Prior to joining Arcadia, she worked at Fidelity Investments as a client service representative which showed her the ropes of the financial industry. She strives to make a positive impact on her community and brings a passion for helping others. In her free time, Kendal loves cooking, traveling, and spending time with her many pets!

Alex Bull

Paraplanner

Alex joined the team here at Arcadia in August of 2021. Prior to joining the firm, Alex began his career working at the local Disney Store as a Lead Cast Member. There he strived to make every guest interaction feel personalized and memorable. He then stepped into the world of financial planning at Fidelity Investments as a Workplace Planning Consultant. Bringing his client experience with him, Alex found his passion for helping people live their best lives by guiding them through their 401k plan and coaching them to make the best choices.

Alex graduated from Wheaton College in Norton Massachusetts with a Bachelor of Art in both Political Science and Religious studies. In his spare time, Alex enjoys spending time with his family, traveling to gaming conventions with his friends, and competing in tournaments.

Sali Mahoney

Client Service Specialist

Sali Mahoney joined the team early 2022.

Prior to Arcadia, Sali worked at Fidelity investments for seven years in the Workplace Investing unit as a Team Lead, where she supported teams in the Financial Representative role. Sali started her career in the financial services in Sweden, where she spent her first 3 years at Nordnet bank.

Sali is originally from Stockholm, Sweden. She attended college at SLU in Uppsala and holds a bachelor’s degree in business & marketing. While in college she met her husband Tom. Sali now resides in New Hampshire with Tom, her daughter, Sophia, and son, Lucas.

Sali enjoys spending time with her family, traveling, and visiting her family in Stockholm.

Kyle Kopaczynski

Client Service Specialist

Kyle joined the Arcadia team in early 2022. Prior to this role he worked at Lincoln Financial Group on the life insurance side of the business where he gained a lot of background knowledge in retirement planning.

Kyle graduated from the University of New Hampshire in 2019 with a bachelor’s degree in Communication with a business focus. He currently resides in Litchfield, NH with his family and two cats.

He enjoys snowboarding in the winter and going to Hampton Beach in the summer. In the fall, his family hosts Patriots football game day parties for their friends and neighbors. Come on by!

Lindsay Warger

Administrative Services

Lindsay Warger joined Arcadia Financial Group in January 2022. She holds a bachelor’s degree in political economy with a concentration in law, policy, and economics from the Murphy Institute at Tulane University. While at Tulane, Lindsay also earned herself a minor in Studio Art with a concentration in drawing and painting. During her time in New Orleans, Lindsay worked full-time as a server/bartender and then transitioned to working in the New Orleans political scene. She was a campaign coordinator for a local politician running for New Orleans City Council At-Large. Lindsay then moved to NH with her partner and their dog because of her partner’s active-duty status in the USMC. In her free time, she enjoys trying new restaurants, spending time outdoors, cooking, and traveling. Her innate ability to speak with everyone and make them feel welcomed, along with her infectious energy, makes her a great addition to the administrative team at Arcadia.

Juan Marte

Paraplanner

Juan Marte joined Arcadia Financial Group in April 2022. Prior to joining the firm, Juan worked at Fidelity Investments, where he specialized in planning and strategy in 401k, as well as New York Life, where he focused on various insurance products and annuity strategies. He holds series 66, life and health in Mass. and NH. He also has a background in real-estate as an investor and sales agent. Juan lives in Methuen, Massachusetts, with his wife and 4 boys. He enjoys coaching and attending his sons’ sporting events, hosting BBQs, and other gatherings with friends and family.

Michelle Azulay

Executive Assistant

Michelle Azulay joined Arcadia Financial Group in March of 2022. She graduated from the Burdett School of Business in Boston. Her chosen career path of Executive Assistant has taken her from law firms to a school system and now on to financial services where she will assist AFG in operations and anywhere else she is needed! Michelle is a notary public in both Massachusetts and New Hampshire. After a lifetime of residing in Massachusetts, Michelle and her husband, Mark, moved to Litchfield, NH, where they enjoy socializing with family and friends in their 3 perennial gardens (soon to be 4!), cooking, frequenting new restaurants in the area, and spending as much time as possible outdoors.