Meet Your Team

Lawrence A. Faretta, CFP®

Financial Advisor

I was born and raised in Haverhill, Massachusetts, where I attended public schools before earning my undergraduate degree from the University of Vermont in 1969 and a Master’s degree from the University of Massachusetts Amherst in 1973...

Eric R. Majka

Financial Advisor

978-372-0965

I was born in Hyannis, Massachusetts, and graduated from Massachusetts College of Liberal Arts in 1995 with a Bachelor of Arts in Business. For more than 24 years, I have dedicated my career to helping individuals and families pursue...

Samuel Grant

Financial Advisor

(978) 372-0965

I was born and raised in Wilmington, Massachusetts. After graduating from Boston College High School in 2010, I attended the University of Massachusetts at Amherst. I graduated in 2014 with a Bachelor of Business Administration in...

David S. Long, CFP®

Financial Advisor

(978) 228-3312

David brings nearly four decades of experience in the financial services industry, building his career around helping clients navigate complex tax and retirement planning needs.Through hands-on experience and a commitment to continuous...

Patty Bailey

LPL Registered Administrative Assistant

(978) 228-3314

Patty holds her Series 6 and 63 securities licenses through LPL Financial and plays a key role in managing paperwork and supporting data integration across the practice.Her role spans multiple areas, including administrative support...

The Power of Three

Our comprehensive partnerships allow us to deliver personal service backed by powerful resources, giving you the confidence of knowing your financial future is supported by both dedicated guidance and industry-leading strength.

Summer Street Financial

At Summer Street Financial, we focus on creating thoughtful investment strategies that align with your goals and values. Our approach is built on clear communication, personal attention, and a commitment to your financial future.

Good Life Companies

Good Life provides the support we need behind the scenes, including investment management, insurance solutions, marketing, administration, and compliance, so we can stay focused on providing you with the best possible advice and service. For more information, visit www.goodlifeco.com.

LPL Financial

As the nation’s largest broker-dealer*, LPL supports over 20,000 financial advisors, 800 institution-based investment programs, and 450 independent RIA firms nationwide. LPL’s commitment to independence allows advisors to choose the business model, services, and technology that best suit their clients. For more information about LPL Financial, visit www.lpl.com.

See If We’re the Right Fit for You

We believe the best partnerships start with a conversation. Let’s talk about your goals and see if our team is a good match for what you’re looking for.

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