Quinn started his practice with Northwestern Mutual in June of 1982. He graduated from the University of Maine at Orono in 1978 with a bachelor degree in Business majoring in marketing and Management. Quinn has earned his NAIFA National quality award for five consecutive years. He served NAIFA-NH State President in 2009 and 2010. Quinn has been an MDRT member since 1985 and is now a qualified life member. Quinn currently resides in Concord with his wife of forty years, Mary. He has two adult children Ryan and Becca and a grandson named Declan. When he is not in the office, he enjoys golfing, skiing, and gardening.

Stephen was born and raised in Andover, MA and graduated from Lehigh University in 2006 at which point he entered the financial services field. He started his financial planning practice in 2008. Stephen is married to Lisa and they have two children, Madeline and Carter. An avid outdoor enthusiast, Stephen enjoys spending time skiing and hiking NH’s White Mountains during the cooler months and on the family’s boat either swimming or wake surfing during the warmer months.

After leaving a role in the technology field, Brian started his career with Northwestern Mutual in 2019 before joining the ClearView team in 2021. He is both insurance and investment registered and enjoys building personal relationships with our clients. In his capacity as the Director of Operations, he oversees all back-office operations of our firm to make sure things are operating as seamlessly as possible for our clients. He’s a versatile player on the team and can help to open an investment or insurance account, perform trades, and answer any planning-related questions our clients may have.

Outside of work, Brian enjoys traveling and is particularly proud of coaching his twin teenage boys to a basketball championship.

Jessica Morgan is a graduate of Bentley University with a Bachelor of Science in Finance. She holds her Series 7, 24 and 66 licenses, as well as the MA & NH Life, Health & Disability Insurance licenses. She joined the team in 2012 and has been responsible for all aspects of operations, including insurance and underwriting, investment operations, and financial planning. As the team has grown, she now focuses on preparing the financial plans for our clients, as well as overseeing general operations.

In 2016, she was awarded Associate Financial Representative of the Year for 2015 for the Northern New England Financial Group.

She lives in Milford, NH with her husband, Chuck, their two sons, Quinton and Bryce, and their fur-baby, a Mississippi Mutt named Skye. When not in the office, you can find her and her family either working on a project around the house or yard, on the ski slopes, or relaxing with friends.