Nvest Financial, LLC

Nichole Raftopoulos is a CERTIFIED FINANCIAL PLANNER™ professional with 30 years of industry experience. She is currently with Nvest Financial, LLC, where she has worked since 2003, and is also registered as a representative with Purshe Kaplan Sterling Investments, Inc. Outside of her advisory role, she co-founded and serves as president of the nonprofit Operation Love From Home and sits on the Board of Directors for Kennebunk Savings Bank. Additionally, she performs as a singer with the Deep Blue C Studio Orchestra. Nvest Financial, LLC is a five-advisor team that manages approximately $523 million in client assets for about 600 clients, including high-net-worth individuals, families, small businesses, and retirement plans. The firm provides discretionary investment management, comprehensive financial planning, and retirement plan consulting, utilizing a broad range of securities and employing asset-allocation, fundamental, quantitative, and technical analysis tailored to client objectives and risk tolerance.

Eileen Monahan is a financial advisor at Nvest Financial, LLC with 43 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Commonwealth Equity Services, Inc. for 39 years before joining Nvest Financial and Purshe Kaplan Sterling Investments. Monahan serves on the boards of two nonprofit organizations that support musicians and female artists. Nvest Financial, LLC is a five-advisor team managing approximately $523 million in client assets for about 600 clients. The firm provides discretionary investment management, comprehensive financial planning, and retirement plan consulting, using customized portfolios and a variety of securities tailored to client objectives and risk tolerance.

Daphne Lafazan is a CFP® professional with 25 years of industry experience, currently serving at Nvest Financial, LLC. She has worked with Purshe Kaplan Sterling and Commonwealth Financial Network and was involved with NYCBOS LLC, dba Seaside Liquors. Nvest Financial, LLC is a five-advisor team managing approximately $523 million in client assets, providing discretionary investment management, comprehensive financial planning, and retirement plan consulting to individuals, families, small businesses, and retirement plans. The firm employs a diverse investment approach and emphasizes a formal financial plan as the basis for ongoing portfolio management.

Justin Happ is a financial advisor with Nvest Financial, LLC in Kennebunk, ME, holding Series 63 and Series 65 licenses and three years of industry experience. He previously worked for the New Hampshire State Liquor Commission for seven years. Nvest Financial, LLC serves individuals, families, small businesses, and retirement plans by providing discretionary investment management, comprehensive financial planning, and retirement plan consulting. The firm manages approximately $523 million in client assets, employing a team approach and a range of investment strategies tailored to client objectives and risk tolerance.

Dinon Hughes is a CFP® with three years of industry experience, currently serving as an advisor at Nvest Financial, LLC. He has previously worked at Purshe Kaplan Sterling Investments, Commonwealth Financial Network, Merrill Lynch, and AlphaView Wealth Advisor. Hughes is a board member of Operation Love from Home and serves as assistant treasurer on the board of the York Rotary Club. Nvest Financial, LLC is a five-advisor team managing approximately $523 million in client assets, serving individuals, families, small businesses, and retirement plans. The firm provides discretionary investment management and comprehensive financial planning, constructing customized portfolios through a variety of securities and employing multiple analytical approaches tailored to client objectives.