Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Founder, Wealth Advisor
Nick has worked side by side with clients as a financial advisor for over 10 years. He founded Green Future Wealth Management to provide holistic financial planning that is independent, and deeply rooted in the values of his clients. Nick previously held financial advisory positions at Thomson Financial Management and UMASS Five College Federal Credit Union. In 2019, Nick was named to Forbes list of America’s Top Next-Gen Wealth Advisors for the third year in a row, listed among 250 advisors nationally and the only advisor from Western Massachusetts who was selected.
Nick specializes in helping clients with complex retirement income planning, particularly integrating government pensions and Social Security plans with invested assets to maximize income, tax efficiency, and legacy benefits. He also works with clients to help them align their values with their financial planning, through the use of socially responsible and values-based investments and charitable funds.
Nick holds the FINRA Series 7, 63, and 65 licenses and is life, health, and variable insurance licensed. He is also a Certified Financial Planner™ professional, Chartered Financial Consultant®, and Chartered Life Underwriter®.
When not at the office, Nick enjoys spending time with his wife, Kendra, and four children, Violet, Elliott, Henry, and Cosette. A classical musician, Nick is an avid supporter of the arts and an occasional classical bassoonist. He also enjoys cooking, traveling, and Friday pizza and game night with his family.
Senior Vice President, Wealth Advisor
Karen assists her clients to develop a financial roadmap that guides them through life’s many transitions. She empowers her clients to invest their money to achieve their future goals. With more than 15 years experience in the investment and financial planning industry, Karen’s unique approach helps clients align their financial goals with their values.
Trained as an environmental scientist, Karen received her M.S. from the Harvard School of Public Health and her B.S. from Rutgers University. Her deep-rooted environmental background spurred her interest in sustainable investing. Karen joined Domini Impact Investments, an investment firm offering sustainable mutual funds, and engaged with companies and other stakeholders on a variety of environmental, social, and governance issues such as climate change, sustainability reporting, human rights, and corporate governance. Working with environmental groups and other shareholders, she brokered an agreement between Kimberly-Clark and Greenpeace that committed the company to sustainably source its paper pulp in exchange for Greenpeace ending its boycott against the company.
Karen enjoys spending time outdoors with her family and friends, where she can be found on the trail or on the water. She is also an avid baker, and especially likes trying out new recipes for her family and friends.
Karen holds the FINRA Series 7 and 66 licenses and is licensed for life, health, and variable insurance.
Chief Investment Officer
Jasen, a CFA charterholder, oversees the development and management of internal investment portfolios for Green Future Wealth Management. As a licensed CPA, he also specializes in customized advanced planning solutions for short and long-term income tax liability minimization. Chief Investment Officer role is internal only to Green Future Wealth Management and does not apply to Cambridge Investment Research Advisors, Inc.
Karen has been a Registered Representative offering financial services since 1996. In addition to securities licenses, she has a Bachelor of Science in Biology from Bucknell University and a Master of Science in Business Administration from Boston University. She is designated as an Enrolled Agent (EA) and is a member of the National Association of Tax Professionals (NATP). The combination of tax, investment and business experience allows her to provide comprehensive advice. In 1998 Karen affiliated with previous broker dealer Avantax Investment ServicesSM, a broker-dealer focusing on helping tax professionals who provide investment services. In 2006 she founded KLG Financial Solutions and is currently associated with Cambridge Investment Research.
Karen is passionate about her family, her faith and the opportunity to help others. She serves on the Finance Committee of her church, the Board of The Hanover Conservancy, the Board of Tuko-Pamoja, and travels regularly to Kenya to share her business skills with marginalized women and young adults suffering from HIV/AIDS. Karen and her husband, Jim, cherish spending time with their son, daughter, son-in-law and grandson doing the many outdoor activities they all love!
Client Service Associate
Allison Zybert is a client service associate at Green Future Wealth Management. With years of experience working within financial advisory practices, she has a strong understanding and background in client relations. She has a great passion for helping others and working as a part of a team. She received her bachelor’s degree at the University of Elms College. She looks forward to getting to know all of the clients at Green Future Wealth Management and helping them to achieve their financial goals. When not at work, she enjoys golfing, skiing, staying active and spending quality time with her husband, two young boys, Teddy and Charlie.
Wealth Management Assistant
Gaby grew up in France, and has a B.A. in film and comparative literature from the University of Montreal and a B.F.A. in film animation from Concordia’s Mel Hoppenheim School of Cinema. She moved to New Hampshire in 2011 to live with her husband. She has 2 children, the youngest was born in Amsterdam, Netherlands, where the family lived for 18 months. Gaby has served on the Board of Enfield’s Mascoma Cooperative Preschool since 2019. She enjoys photography, reading, baking, traveling, video editing and spending time with her family and friends. Gaby is excited to venture into the world of finance to assist advisors in providing personalized financial services to best-fit clients’ needs.
Bob has been an Enrolled Agent since 2005. Along with the IRS designation, Bob has a Bachelor of Science degree in Management and an MBA from Plymouth State University. Bob provides both individual and small business tax preparation services and tax planning services to our investment clients.
Green Future Wealth Management proudly operates within TAG Advisors, one of the largest branches at Cambridge Investment Research, Inc. Cambridge is one of the nation’s top independent Broker/Dealers, recognized in the industry for their innovative financial solutions and values of integrity, commitment, flexibility and kindness. TAG Advisors has over 280 registered financial professionals located throughout the United States and over $6 billion in assets under advisement. As a leader in the financial services industry, this ensemble of independent financial professionals brings over 40 years of experience in comprehensive financial planning and client support. This combination of knowledge and independence allows TAG to fully serve their clients’ needs with customized financial solutions.
As part of the TAG Advisors branch, our valued clients are supported by a team of experienced client service professionals who specialize in client engagement and streamlined account creation and support.