MEET OUR TEAM
Tripp LeFevre
Tripp has worked to build a successful career protecting his clients through strict risk management techniques, has had his general securities registration since 1990, and is currently registerd with Gradient Securities, LLC and Gradient Advisors, LLC. Tripp operated as an owner of an institutional brokerage firm on the floor of the Boston Stock Exchange. He specialized in executing trading strategies for large hedge funds, investment managers, and investment banking houses. Tripp also spent time as an institutional trader and research specialist helping hedge funds with investment and trading strategies. He was Head Trader at a large hedge fund where he was responsible for running a large options program designed to acheive low risk/reward ratios. Since co-founding Snug Harbor, Tripp has used his extensive experience and knowledge to help his clients construct financial and income plans to assist in ensuring a secure retirement.
Tripp graduated from Boston University with a Bachelor of Arts in Economics. He resides in Duxbury, MA. When he is not helping his clients he can usually be found on or around the water with his two sons.
Jules LeFevre
Jules began her career in 1985 with Lehman Brothers where she worked as an Investment Advisor specializing in Initial Public Offerings. In 1996 she joined Paine Webber and an investment team that specialized in assisting women in business. This experience prepared her to co-found Snug Harbor Financial. Over the years, she has expanded her practice to include both businesses and individuals specializing in Employee Benefits, Life Insurance and Wealth Transfer, Long Term Care Insurance and Income Planning utilizing insurance products. As an independent agent, Jules' focus is always on understanding her client's objectives and creating plans to assit in ensuring their long term goals.
Jules has a Bachelor's of Arts in Business Management from Pine Manor College in Chestnut Hill, MA. She makes her home in Duxbury and is the Mother of fraternal twins. In her free time, she enjoys cooking, working in her garden and spending time on Duxbury Bay.
Strategic Alliances
WAYNE SCHMIDT, CFA®, MBA
Chief Investment Officer, Gradient Investments, LLC
Schmidt is a regular contributor to Forbes, The Wall Street Journal, and a featured guest on Fox Business News. He has been quoted on the global economy in numerous nationally and internationally recognized investment publications such as Bloomberg, Rueters and the Los Angeles Times. He is a Chartered Financial Analyst® and a member of The Chartered Financial Analyst Institute and the Twin Cities Society of Security Analysts.
Schmidt boasts 26 years investment experience. During his tenure at AXA Investment Managers, he served as senior portfolio manager for the U.S. Investment Grade Fixed Income Team. As the lead portfolio manager, he managed $9.5 billion of fixed income assets with a variety of mandates ranging from aggregate, corporate and government bond portfolios.
We also maintain a strategic partnership with Gradient Tax, LLC (GT), an independent, privately-owned tax planning, preparation and filing firm who serves individuals and businesses. Our clients have exclusive access to their team of CPAs, including Chief Tax Strategist Nick Stovall, CPA, MBA and Paul Maves, CPA.
NICK STOVALL, CPA/PFSsm, MBA
Chief Tax Strategist, Gradient Tax, LLC
Handpicked to serve as Senior Tax Strategist for Gradient Tax, LLC, Nick Stovall CPA, MBA boasts an extensive background in accounting, finance and investments. With over 20 years of experience, he brings decades of private industry accounting, public accounting, business taxation, IRA taxation, technical taxation, tax law and tax policy knowledge to the organization. Stovall also holds his series 7 and 66 as well as his life and health insurance license. With an in-depth knowledge of the financial services industry and solid understanding of the complex demands of diverse business settings, his experience provides an invaluable perspective on the intricate relationships between tax and business issues. Nick has been featured on both local and national media highlights include Investment News, Financial Planning Magazine, Bloomberg and numerous radio broadcasts. He remains active in the accounting industry and is a member of the American Institute of Certified Public Accountants (AICPA), Minnesota Society of Certified Public Accountants (MnCPA) and the Institute of Management Accountants (IMA).
Senior Tax Strategist Paul Maves brings over 20 years experience to GT as well as a broad knowledge of public accounting , business and individual taxation, tax law and policy knowledge, tax planning, and business consulting. Paul also boasts extensive knowledge of the financial services industry and offers consumers comfort in his understanding of fee-based planning, investments, business and individual retirement plans, education funding, and insurance. He previously held the Series 7 and 65 registrations as well as a life, health and disability license. Paul has been a long-time member of the American Institute of Certified Public Accountants (AICPA) and Minnesota Society of Certified Public Accountants (MnCPA).
Snug Harbor Financial and Insurance Services, LLC
800 Hingham Street #200N,
Rockland, MA 02370
Phone: (781) 871-8800
Fax: (781) 871-0267
E-mail: info@snugharborfinacial.com
