Eric Flaim is a financial advisor with Estate Planners of New England, LLC, holding a Series 66 designation and 23 years of industry experience. He has been with Estate Planners of New England since 2015 and also works with APW Capital, Inc. Outside of his advisory roles, Flaim engages in public speaking and serves as an assistant ski team coach at St. Thomas High School. Estate Planners of New England, LLC provides discretionary portfolio management and financial planning to individuals, corporations, pension and profit-sharing plans, and other advisors. The firm employs proprietary portfolio models and a mix of investment strategies, focusing on aligning portfolios with clients’ investment policies and risk tolerances.

Gregg Marks is a financial advisor at Estate Planners of New England, LLC with 31 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has prior experience at Fidelity Brokerage Services LLC and Wells Fargo Advisors. Estate Planners of New England, LLC provides discretionary portfolio management and financial planning for individuals, corporations, pension and profit-sharing plans, and other advisors through turnkey asset management programs. The firm employs a proprietary portfolio model architecture incorporating mutual funds and ETFs, combining fundamental analysis with a range of strategies to align portfolios with client objectives and risk tolerance.