Our Winning Team

Atlantic



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











Chris

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. 



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MikeMichael 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.



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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.



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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.



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