Meet the Atlantic Planning Group

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^®, CHFC^®, MSFS, AEP^®
Michael Broderick, CFP^®, CLU^®, CHFC^®

Junior Partner

Jason C. Vanderstreet

Associates

Gina Paone Cueva
Joanna Antonopoulos

Christopher Battersby, CFP^®, CLU^®, CHFC^®, 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, is an Accredited Estate Planner (AEP^®), 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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Mike Michael Broderick, CFP^®, CLU^®, CHFC^®

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. 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 is the most recent addition to the Atlantic Planning Group LLC. He 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.

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.

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 FINRA Series 7 and 63 Securities licenses. Joanna received a B.S. in Business Administration from Boston University.