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 with Estate Planners of New England, LLC, holding Series 63, 65, and 66 licenses and over 31 years of industry experience. His prior experience includes roles at Fidelity Brokerage Services, Wells Fargo Clearing, UBS Financial Services, Morgan Stanley, and Merrill. Estate Planners of New England, LLC provides discretionary portfolio management and financial planning services to individuals, corporations, pension and profit-sharing plans, and other advisors through turnkey asset management programs. The firm uses proprietary portfolio models focused on mutual funds and ETFs, combining fundamental analysis and various strategies to align investments with clients’ objectives and risk tolerances.