Finivi Inc.

Eric Jansen is a financial advisor at Finivi Inc. with 38 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Finivi in 2018, he worked at Signator Investors, Inc. for over 30 years. Outside of his advisory role, Jansen is involved in several insurance brokerage businesses where he serves as president, CEO, and owner. Finivi Inc. manages approximately $258 million in client assets, serving individuals, retirement accounts, trusts, estates, charitable organizations, and business entities. The firm employs an active, core-satellite investment approach combined with individualized investment policies and offers a range of financial planning and consulting services including career transitioning and divorce financial analysis.

Frederick Lane is a financial advisor at Finivi Inc. with 33 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes roles at Aspencross Wealth Management, Inc. and Signator Investors, Inc. Lane is also involved in insurance brokerage services, providing consulting and fixed insurance products. Finivi Inc. manages approximately $258 million in client assets, serving individuals, retirement accounts, trusts, estates, charitable organizations, and business entities. The firm employs an active, core‑satellite investment approach combined with personalized investment policy statements and offers a range of financial planning and consulting services, including specialized support for career transitions and divorce financial analysis.

Jack Rufo is a financial advisor at Finivi Inc. with a Series 65 designation and one year of industry experience. Prior to joining Finivi, he worked at Heritage Financial Services and has experience providing window and exterior cleaning services through his own business. He also has a background in education, having worked with Westwood Public Schools and Bentley University. Finivi serves individuals, retirement accounts, trusts, estates, charitable organizations, and business entities, managing approximately $258 million in client assets. The firm employs an active, core-satellite investment approach and offers a range of financial planning and consulting services tailored to clients’ risk tolerances and goals.

Katie Moore is a financial advisor with Finivi Inc. in Westborough, MA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked at Aspencross Wealth Management and Triad Advisors, with prior roles at Signator Investors. Finivi serves individuals, retirement accounts, trusts, estates, charitable organizations, and business entities, managing approximately $258 million in client assets through discretionary portfolio management and financial planning. The firm employs an active, core-satellite investment approach combined with individualized planning and offers specialized services such as career transitioning and divorce financial analysis.

Steven Johnson is a ChFC® with 36 years of experience in financial advising. He is currently with Finivi Inc., where he has worked since 2018, following nearly three decades at Signator Investors, Inc. He is also a part owner of iPolicyQuote, Inc., an insurance brokerage. Finivi serves individuals, retirement accounts, trusts, estates, charitable organizations, and business entities, managing approximately $258 million in client assets. The firm employs an active, core-satellite investment approach tailored to client risk tolerances and goals, and offers a range of planning and consulting services including career transitioning and divorce financial analysis.

Joseph Willwerth Jr. is a financial advisor with Finivi Inc. in Westborough, MA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, including over 27 years at Signator Investors, Inc., and currently serves as Chief Operations Officer and financial planner at AspenCross Wealth Management, Inc. He is also a part owner and president of iPolicy Brokerage, Inc., an insurance brokerage. Finivi Inc. manages approximately $258 million in client assets and serves individuals, retirement accounts, trusts, estates, charitable organizations, and business entities. The firm employs an active, core-satellite investment approach and offers comprehensive financial planning and consulting services, including specialized support for career transitioning and divorce financial analysis.