Our Team

The team of professionals at The Atlantic Planning Group is truly special. Each team member is committed to the highest standards of professional and ethical conduct. It is only as a team that we can provide the highest value to our clients. We invite you to learn more about the dedicated people who serve you.

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Chris Battersby

CFP®, CLU®, CHFC®, CAP®, MSFS, RICP®

Chris is a co-founder and Partner of the Atlantic Planning Group LLC. Chris has been in the financial services field since 1989. During this time, Chris has focused his efforts on comprehensive financial planning with an emphasis on retirement planning, estate planning and asset management. He is a Certified Financial Planner™ Professional, a Chartered Life Underwriter (CLU®), a Chartered Advisor in Philanthropy (CAP®), holds a Masters in Financial Services (MSFS) degree from the American College, and is a Chartered Financial Consultant (CHFC®). Chris is a member of the Financial Planning Association, National Association of Estate Planners & Councils, National Association of Insurance and Financial Advisors, and the Boston Estate Planning Council. Chris received his B.S. in Business Management from Babson College.

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Michael Broderick

CFP®, CLU®, CHFC®, CAP®, RICP®

Michael is a co-founder and Partner of the Atlantic Planning Group,LLC. Michael has been in the financial services field since 1987. During this time, Michael has focused his efforts in business planning with an emphasis on executive benefits and succession planning. He is a Certified Financial Planner™ Professional, a Chartered Life Underwriter, a Chartered Financial Consultant and a Chartered Advisor in Philanthropy. Michael is a member of the Financial Planning Association, National Association of Insurance and Financial Advisors, and the Boston Estate Planning Council. Michael holds a B.S. degree in Finance from Providence College. He lives in Westwood, MA with his wife and three children.

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Jason C. Vanderstreet

Junior Partner

Jason has been in the financial services field since 2003. During this time he has focused his efforts in the areas of retirement planning, asset management and asset preservation. Jason is an investment advisor representative. Jason is a member of National Association of Insurance and Financial Advisors (NAIFA). He graduated from Saint Michael's College with a major in Business Administration and minor in Accounting.

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Chris Eppich

Financial Advisor

Chris has been in the financial services field since 2011. During this time, he has focused his efforts in the areas of retirement planning, asset management and education planning. Chris is an investment advisor representative. Chris received a B.A. in Economics from Providence College where he also was a member of the NCAA division 1 hockey program. He is currently enrolled in the Certified College Funding Specialist (CCFSTM) program. Chris also has his Series 7 and Series 66 securities licenses, as well as a Life, Accident, and Health Insurance producer's license in District of Columbia, Massachusetts, New Hampshire & Rhode Island.

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Gina Paone Cueva

Customer Relations Specialist

Gina has been with Atlantic Planning Group since 1997. She holds an Accident Insurance license and is the firm's Customer Service Specialist. Gina received a B.S. in International Business from Merrimack College.

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Joanna Antonopoulos

Associate Financial Adviser

Joanna has been with Atlantic Planning Group since 2003. She is a Chartered Life Underwriter (CLU®) and a Certified Financial Planner Professional™ (CFP®). Joanna received a B.S. in Business Administration from Boston University.

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Joseph Perusse, CLU®, ChFC®

Associate Financial Advisor

Joe joined our team as an Associate Financial Advisor in 2016. Having been in the financial services industry since 2008, Joe has had the opportunity to work both as a Financial Advisor as well as a strategic partner to other advisors, serving high net worth individuals and business owners. Joe received his Bachelor's Degree from Westfield State University in 2003, earned a Chartered Life Underwriter (CLU®) designation from the American College in 2014, and is currently enrolled in the Chartered Financial Consultant (ChFC®) program at the American College. Joe also has Series 7 and Series 66 securities licenses, as well as a Life, Accident, and Health insurance producer's license in Massachusetts and New Hampshire.

Joe lives in Amesbury, MA with his wife Brandy and their two young daughters. In his spare time, Joe enjoys camping with his family, volunteering in the community, and Joe is an active member of his church.

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Carole Bennett

Planning and Service Assistant

Carole Bennett joined Atlantic Planning Group, LLC in July 2015 as Planning and Service Assistant. Prior to joining APG, Carole was working with Harder Management Company since October 2000, an investment advisory firm in Lexington, MA. Carole earned a BA from Harvard University in 2000. She has extensive experience in the investment advisory business as well as insurance business in Massachusetts and New York City. Carole is married with one daughter and lives in Acton, MA.

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