Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

Peter Livingston

LPL Branch Manager

(704) 658-9190

(704) 973-9654

peter.livingston@lpl.com

Providing investment advice since 1986, Peter has assisted numerous families with their retirement planning. Peter has also assisted many small business owners with retirement planning needs such as establishing 401 K's, self employed...

Brooke Graham

Administrative Assistant

(704) 658-9190

brooke.graham@lpl.com

Brooke Graham is an executive assistant at Livingston Financial. In this position, Brooke handles client communication, processes new client on-boarding, handles customer service and social media marketing. She serves as an...

Jamie Hansman

Wealth Advisor

781-934-5432

james.hansman@lpl.com

Jamie has over 25 years of experience and has been President of HMC Investment Management (previously Hansman McAvoy & Co. Inc.) since 1994. "When I first began in the investment business, I found the big firms to be product pushing...

Jay Irving

Wealth Advisor

(781) 871-9160

jay.irving@lpl.com

Personalized service is a hallmark of Jay’s practice, and he prides himself on getting to know each client on a personal level in order to be able to offer the best possible advice. Jay stays in touch with all of his clients...

Kathleen Kelly

401(k) Advisor

336-510-1550

jhatley@compassfp.com

AIFA®, CRPS® MANAGING PARTNER Kathleen Kelly, originally from Ballston Lake (Saratoga County), NY, received her Bachelor of Arts degree in Economics from Wake Forest University. She is a Founding and Managing Partner of Compass...