Glenn L. Noland - CLU^® , ChFC^®
Managing Partner

800 South Street, Suite 505
Waltham, MA 02453-1431

Glenn is a 1970 graduate of Rutgers College and served in the U.S. Army. He began his career in life insurance in 1972. In 1976, he formed the Westchester Financial Group and Westchester Pension Consultants with offices in White Plains, NY and New York City. Glenn joined New England Financial in Boston on January 1, 1991, and formed Strategic Financial Partners.

Active in his industry, Glenn has served as a member and Past President of New England's General Agents' Executive Committee, President of Boston GAMA, AMTC National Committee, and member of the American Society of CLU and AALU.

Alison Casey
Operations Manager

800 South Street, Suite 505
Waltham, MA 02453-1431

Alison is a graduate of Bentley College. She began her career with the New England Financial in 1988. In 1990, she was appointed Agency Office Manager, and more recently Operations Manager. Her primary responsibilities include overseeing the business operations of the Agency, from staffing and supervision to financial decision making. An active member in New England's Enterprise Service Committee, Alison has also been a member of the Office Manager's Advisory Committee and many times recognized to participate in the Agency Builders conference. Alison's key focus is to assist representatives to reach their full success within our organization, by fully utilizing the resources and staffing of the Agency.

Alison interests include coaching and mentoring youth sports in her community, running and refereeing.

C. Troy Newman, MBA
Investment Specialist

800 South Street, Suite 505
Waltham, MA 02453-1431

With a background in portfolio design and investment selection, Troy manages the Investment Department and oversees client recommendations and portfolios for the firm. Before joining Strategic Financial Partners in 2005, Troy worked with Blackstone Capital Management and Citizens Financial where he managed his personal client base with over $100 million in client assets. In addition to private client management, Troy has also spent time in investment banking with Kessler Financial and institutional financial sales with Thomson Financial. Troy, a Registered Investment Advisor Representative of New England Securities Corp., received his Bachelor of Science degree from California State University Sacramento and his MBA from Babson College.

Troy and his wife Sarah reside in Concord, Massachusetts with their children Zachary and Alexandra.

David G. Costello, CFP^®
Managing Associate, Registered Representative:

800 South Street, Suite 505
Waltham, MA 02453-1431

Dave began his career in financial services in 2000, shortly after graduating from Bentley College with Bachelors of Science in Finance. Prior to joining Strategic Financial Partners, Dave developed a Financial Planning Practice with Prudential Securities.  Dave joined SFP in 2004 as head of the Financial Planning Department and Case Design Unit, where he oversaw all aspects of the financial planning process.  In 2008, Dave transitioned to the role of Managing Associate. In addition to working with his own clients, Dave manages a team of Financial Advisors. As an advocate of the investment and insurance industries, he has committed himself to the training and development of professionals new to the business.  Dave's patience and interpersonal skills, coupled with his desire to be a resource for his team and clients have been the basis on which he has built his practice.  In 2007, Dave attained the Certified Financial Planner™ designation and is a member of the Massachusetts Financial Planners Association. Dave was born and raised in Medford, Massachusetts.  He currently resides in South Boston with his wife and son.        

Ami K. Howes
Director of Recruiting and Career Development

800 South Street, Suite 505
Waltham, MA 02453-1431

Ms. Howes started her career as a Financial Advisor at American Express (now Ameriprise Financial). While developing her own practice, she joined the management's mentoring program.  In that capacity, she played a key role in the training and development of new Financial Advisors. She later joined the team of Advisors at Digital Federal Credit Union (DCU) to provide financial advising services and products to members of the credit union.  Within six months of joining the company,
Ms. Howes was promoted to the position of Manager of Financial Planning Services. In that capacity, she oversaw the Financial Advisors and support staff. It was here that she developed a passion for hiring, training and leading a talented team of financial professionals. Of her decision to join Strategic Financial Partners, Ms. Howes said, “The company's ability to serve the many and various financial needs of our clients in a complex tax environment clearly sets us apart from other firms. I always have been dedicated to providing the highest level of personalized client service, combined with a commitment to integrity, professionalism, and excellence. I believe that Strategic Financial Partners shares those same values.” Ms. Howes is a licensed Registered Representative & Principal and Investment Adviser Representative. She holds a Bachelor of Science degree in Finance from Bentley College. Ami resides in Southborough, Massachusetts with her family.

Eric Spindt, CFP^®
Managing Associate

800 South Street, Suite 505
Waltham, MA 02453-1431

Eric began his career with Prudential in 1998 after receiving his Bachelors degree in Psychology from Brandeis University.  Since joining Strategic Financial Partners in 2004, Eric has developed a team of 25 advisors and is responsible for their training, coaching, and professional development.  In addition to the team he manages in the Waltham office, Eric oversees the Worcester branch of Strategic Financial Partners.

Eric is actively involved in Special Olympics Massachusetts as a volunteer, coach and fundraiser.  Eric coaches basketball, floor hockey, volleyball, and golf coach for the Belmont Chapter of Special Olympics Massachusetts. For his commitment to the Belmont Special Olympics, he was awarded Coach of the Year honors in 2001.  Additionally, Eric is a co-founder of BioBall, a fundraiser that has raised over $300,000 for Special Olympics in the last five years.  

Eric holds the Series 6, 7, 63, 65, and 24, as well as state Life, Accident and Health licenses.

Eric resides in Framingham, MA with his wife, Jennifer, and their children, Ethan & Alexandra.

Registered representative with New England Securities, Corp. and New England Financial [Series 7, 63], and licensed with New England Financial to offer Life and Accident & Health insurance.

Seth Waltz, CRPC
Managing Associate

800 South Street, Suite 505
Waltham, MA 02453-1431

Seth began his career helping clients achieve financial independence with American Express Financial Advisors back in 2002.  His introduction to this discipline came during his studies at the Whittemore School of Business & Economics at the University of New Hampshire. Quickly becoming a top advisor to his clients and a trusted mentor to new associates within the firm,  Seth shifted his focus to leadership and helped manage the fastest growing, highest producing office in the nation for what had now become Ameriprise Financial.  In 2007, Seth left Ameriprise to explore a unique business venture with several other well-respected industry leading pioneers, which ultimately led him to Strategic Financial Partners.  His current role as Managing Associate and Registered Principal make him a critical partner in one of Boston's most tenured, well respected, independently owned firms.  

Rory M. Connell
Marketing Director

800 South Street, Suite 505
Waltham, MA 02453-1431

As the Marketing Director at Strategic Financial Partners, Rory's role in the firm is to set the strategic marketing direction of the firm and assist each advisor in developing a marketing plan for their business.  Her vision is for SFP to be a household name in the communities in which they do business.  To do this, she devotes her time to creating relationships with local press, civic groups, charities, alliances, and other organizations.  Rory Connell joined the firm in 2007 as a part-time Marketing Associate.  During this time, she successfully balanced her academic and professional responsibilities, and graduated Summa Cum Laude from Suffolk University's Sawyer Business School.  After receiving her Bachelor of Science degree in management, Ms. Connell was appointed Marketing Manager in 2008, and then promoted to Marketing Director in 2009.   Prior to joining SFP, she was a member of the home-office team at DCU Financial where she supported a sales force of 14.  Rory is a member of the Suffolk Alumni Association, and resides in Westford, MA

Margaret A. Muldoon, JD, LL.M
Estate Planning

800 South Street, Suite 505
Waltham, MA 02453-1431

Ms. Muldoon provides consulting services related to estate and business planning, financial planning and advanced markets training to Strategic Financial Partners.

Meg has a Bachelor of Science in Business Administration from Providence College, a law degree from New England School of Law, and a Masters of Law in Taxation from Boston University Law School.  She is an Investment Advisor Representative, a Series 7 registered representative, and a Series 24 registered principal.  In addition, she is an adjunct faculty member in the Tax Program at Suffolk University Law School.

Prior to joining Strategic Financial Partners as a consultant, Meg was an Assistant Vice President, Case Consulting Unit and Advisory Services for MetLife where she was responsible for managing the Case Consulting Unit, for driving and enforcing the quality of advice standards for the enterprise financial planning program, and for the development and delivery of training curriculum for planners, case design units and agency management.  Prior to this role, Meg was Senior Counsel in the MetLife law department responsible for providing estate and business planning advice, advanced markets training, sales material review and compliance, and legal oversight and guidance for the financial planning program at New England Financial.

Stephen P. Houlihan, J.D., LL.M., C.P.A.
Estate Planning

800 South Street, Suite 505
Waltham, MA 02453-1431

Mr. Houlihan provides consulting services related to estate and business planning, financial planning and advanced markets training to Strategic Financial Partners.
Steve has a Bachelor of Business Administration degree in Management from the University of Notre Dame, a law degree from Boston College Law School, and a Masters of Law in Taxation from Boston University Law School.  He is an Investment Advisor Representative, a Series 7 registered representative, and a Series 24 registered principal.  In addition, he is an adjunct faculty member in the Tax Program at Suffolk University Law School.  Prior to joining Strategic Financial Partners as a consultant, Steve was a Vice President, Case Design Unit and Financial Planning for MetLife where he was responsible for managing the Case Design and Support Unit for Advanced Markets as well as Financial Planning.  Prior to this role, Steve was Assistant General Counsel in the MetLife law department responsible for advanced case support, sales material review and compliance.

Ralph Watson
Advanced Case Design Specialist

800 South Street, Suite 505
Waltham, MA 02453-1431

Ralph worked in New England Financial's Home Office as Senior Marketing Consultant: Estate and Business Planning. In this position, he was responsible for designing creative strategies for the personal and business needs of affluent individuals. This included case design for estate planning, business continuation strategies, split dollar, deferred compensation, group carve-out and other executive benefit plans and all uses of COLI (Corporate owned life insurance). The focus of his position is in the areas of Estate and Business Planning and qualified and non-qualified retirement planning.

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