Our Staff

At Asset Strategies, your asset managers, financial planners, tax accounts, and client service managers work together under one roof to make sure you receive superior financial guidance that considers all aspects of your financial situation, needs, and goals.

Asset Management and Financial Planning

Alan Rothstein photo

Alan Rothstein


Diann McChesney photo

Diann McChesney

Executive Vice President & Compliance Officer

Client Services

Geetanjalie “Gee” Neemcharan photo

Geetanjalie “Gee” Neemcharan

Administrative Assistant

Lisa Angerami photo

Lisa Angerami

Client Services & Operations Assistant

Melissa Frechette photo

Melissa Frechette

Director of Operations

Tax Planning and Preparation

Alan Rothstein photo

Alan Rothstein


Patrick Sullivan photo

Patrick Sullivan

Staff Accountant

Garrett Burns photo

Garrett Burns

Staff Accountant

Cindy Braunlich photo

Cindy Braunlich

Accounting Support Specialist

Aleena Tanveer photo

Aleena Tanveer

Staff Accountant

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What is the Fee-Only Advantage?

Fee-Only means we work for you, not for our commission and provide honest advice in your best interest.

Why Asset Strategies?

We are a fee-only comprehensive financial advisory firm providing finanical planning, asset management, and tax planning and preparation all under one roof. Financial decisions don't happen in a vacuum, so why should your financial advice only consider one aspect of your financial picture? 

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