Prospective Client Liaison
Alex Pearson graduated from Durham College in Ontario, Canada. He has an Associate’s Degree in Business Administration and majored in Operations Management. Alex has a background in sales and customer service. He has been with Armstrong Advisory Group since September 2015 and is a prospective client liaison working to introduce prospects to the firm. Alex and his wife reside in Squantum, North Quincy with their new baby girl and dog. He enjoys spending time with his family, running with his dog and working on his car.
Prospective Client Liaison
Avra Friedfeld graduated from Emerson College with a B.S. in Mass Communications and is a prospective client liaison for Barry Armstrong. Avra started at John Hancock in 1997, working in the field of long term care insurance in order to help families deal with potential nursing home stays. At AAG, she assists the advisors who work with retired people in the field of wealth management and asset protection. She’s been at Armstrong Advisory Group since 2001.
Avra is originally from Denver, CO and is married with three children. Previously she worked for WGBH on the programs Julia Child, This Old House and The Victory Garden.
Client Relations Specialist
Christine joined Armstrong Advisory Group in November 2016 as a Client Relations Specialist. At AAG, Christine will work with the advisory team preparing and managing paperwork for new accounts, as well as acting as a troubleshooter for any client concerns, in addition to helping build solid relationships. Christine will also be responsible for dispersing incoming client calls and preparing materials for client meetings.
Christine began her career in the financial services industry 10 years ago, as a client services associate in a boutique private firm at G.W. Wade in Wellesley MA. She spent the last 7 years with UBS Financial Services, Inc. in the Dallas area. Her prior professional experiences have been within office administration within the financial services industry, restaurant administration, and engineering administration which has provided her a broad perspective of the finance administration field.
Christine studied at the University of Massachusetts at Boston, MA with a concentration in Liberal Arts. In her spare time, Christine enjoys, jogging, yoga, hiking and watching movies. She currently resides in Dedham, MA with her husband Alan.
David “D.J.” Beauregard
Prospective Client Liaison
D.J. Beauregard recently graduated from Liberty University with a Master of Business Administration degree and will be enrolled in Harvard Business School’s HBX CORE Program this fall. He currently works as a prospective client liaison for and seeks to introduce prospective investors to the firm. D.J. been with Armstrong Advisory Group since 2015.
D.J. and his wife reside in Amesbury, in the North Shore region of Massachusetts. He has possessed a lifelong passion for public service and giving back to his community. During his free time, he enjoys reading and exploring all that Amesbury and nearby Newburyport have to offer.
Jennifer has worked in the financial services industry for over 17 years. Prior to joining Armstrong Advisory Group, Jennifer specialized on the product side of the business working for CNL Securities, an Alternative Investment Company, specializing in real estate and private debt offerings. While there she was responsible for raising capital and educating and updating clients on product performance. She has previous work experience at Putnam Investments, Mass Mutual as well as John Hancock in various sales roles. She joined Armstrong Advisory Group in 2016 She holds her series 7, 63. Jennifer is a graduate of St. Anselm College in New Hampshire and resides in North Andover with her Husband Frank and three daughters. She enjoys playing tennis and skiing with her family.
Assistant to Advisors
Lisa Goldman joined Armstrong Advisory Group in December 2013 as a Back Office Assistant. At Armstrong, Lisa is responsible for managing client related new account paperwork, processing completed paperwork and ensuring all documents are complete and in good order. She is also responsible for preparing material for client review meetings and handling incoming clients phone calls.
Lisa has been in the financial services industry for over ten years. Prior to joining Armstrong Advisory Group, Lisa was a Consultant for Retirement Plan Services at The Bostonian Group, a Boston-based employee benefits consulting firm. Prior experience also includes positions as Client Relationship Manager and Retirement Education Consultant for ING Financial Advisors, and Preferred Services Specialist for Putnam Investments.
Lisa has a B.S. in Business Management from Ithaca College. She holds her Series 6, 7, 63 and 65 and is a licensed Life, Accident and Health Insurance producer. Lisa is a Registered Office Assitant with Securities America, Inc.
Lisa currently resides in Wayland, and has two young children. She enjoys spending time with her kids, running, and baking.
Marketing and Administrative Assistant
Lois Ashe graduated from McDaniel College in Westminster, Maryland with a B.A> in History. Lois joined the Armstrong Advisory Group in October 2015 and provides marketing and administrative support for the office. Prior to joining Armstrong Advisory Group, Lois worked for many years as a Marketing Support Representative for a textbook publishing firm promoting textbooks to college professors.
Lois currently resides in Walpole, MA with her husband, Brian, and has two sons attending college. In her spare time, she enjoys playing golf, gardening and reading.