Our Winning 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.
Partners
Christopher W. Battersby, CFP®,
CLU, MSFS, AEP
Michael Broderick, CFP®,
CLU
Associates
Gina Paone Cueva
Joanna Antonopoulos
Christopher Battersby,
CFP®, CLU, MSFS, AEP
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), holds a Masters in Financial Services
(MSFS) degree from the American College and is an Accredited
Estate Planner (AEP). 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.
Back to Top
Michael
Broderick, CFP®, CLU
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™, a Chartered Life Underwriter. 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.
Back to Top
Gina Paone Cueva,
Customer Relations Specialist
Gina has been with Atlantic Planning Group since 1997.
She holds a Life Health and Accident Insurance license
and is the firm's Customer Service Specialist. Gina received
a B.S. in International Business from Merrimack College
and lives in Tewksbury, MA with her husband and twin girls.
Back to Top
Joanna Antonopoulos,
Licensed Registered Service Assistant
Joanna has been with Atlantic Planning Group since
2003. She holds a Life Health and Accident Insurance
license as well as the Series 7 and 63 Securities licenses.
Joanna is currently working towards a Certified Financial
Planner (CFP) designation. Joanna received a B.S.
in Business Administration from Boston University and
lives in Watertown, MA.
Back to Top
|