Wolfeboro, NH Office

Landon Fritch is a CFP® with 10 years of industry experience, currently serving as a financial advisor at F.L. Putnam Investment Management Co. since 2019. Prior to this, he worked at Financial Focus from 2016 to 2019. Outside of his advisory role, he is a co-owner of Don Fritch Family Farms, LLC, where he manages farm finances. F.L. Putnam provides investment management and advisory services to a diverse client base, including individuals, institutions, foundations, and religious organizations. The firm uses a strategic asset allocation framework with internally managed strategies and third-party managers, offering specialized solutions such as Optimized Indexing and tax-aware fixed income strategies.

Thomas Goodwin is a CFP® with over 22 years of experience in the financial services industry. He has been with F.L. Putnam Investment Management Co. since 2019 and previously worked at Financial Focus, Inc. for seven years. F.L. Putnam serves a diverse client base including individual investors, institutions, and nonprofit organizations, offering customized investment management and advisory services. The firm utilizes both internally managed strategies and third-party managers, incorporating strategic asset allocation with tactical flexibility, and manages the AOG Institutional Fund, an interval fund investing in private alternative assets.

Gregory Evans is a CFP® with 31 years of industry experience, currently serving at F.L. Putnam Investment Management Company. He previously worked at Fidelity Brokerage Services and Fidelity Personal and Workplace Advisors for a combined 33 years, as well as at RWA Wealth Partners, LLC. F.L. Putnam serves a diverse client base including individuals, institutions, and non-profits, offering customized investment management and consulting services. The firm employs a strategic asset allocation approach with a mix of internally managed and third-party strategies across multiple asset classes, and is notable for its management of the AOG Institutional Fund and ownership of Darwin Trust Company of New Hampshire.

Susan John is a financial advisor at F.L. Putnam Investment Management Co. with 21 years of industry experience. She holds the CFP® and Series 63 designations and previously worked for Financial Focus, Inc. for 25 years before joining F.L. Putnam in 2019. Outside of advisory duties, she serves as a trustee for several client trusts, managing estate settlement, trust distributions, and related administrative responsibilities. F.L. Putnam serves a diverse client base including individual investors, registered investment companies, foundations, and endowments, offering discretionary and non-discretionary investment management, financial planning, and consulting services. The firm uses a strategic asset allocation framework combining internally managed and third-party strategies across multiple asset classes and is noted for managing the AOG Institutional Fund and owning Darwin Trust Company, which provides trust and custody services.

Valerie Brown is a financial advisor at F.L. Putnam Investment Management Co. with 19 years of industry experience. She holds a Series 65 designation and previously worked at Financial Focus, Inc. for 18 years before joining F.L. Putnam in 2019. F.L. Putnam serves a diverse client base including individual, institutional, and high-net-worth clients, offering discretionary and non-discretionary investment management, financial planning, OCIO advisory, and family office solutions. The firm employs a strategic asset allocation framework utilizing both internally managed strategies and third-party managers across multiple asset classes, and it manages the AOG Institutional Fund, an interval fund focusing on private and illiquid alternative assets.

James Balfour is a CFP® and CFA® affiliated with F.L. Putnam Investment Management Co. in Wolfeboro, NH, with six years of industry experience. His prior work includes positions at Lowell, Blake & Associates, Inc. and Loomis, Sayles and Company, LLC. F.L. Putnam provides investment management and financial planning services to a diverse client base including individuals, institutions, and nonprofits. The firm offers customized portfolios using internally managed and third-party strategies across multiple asset classes, emphasizing a strategic asset allocation framework with tactical flexibility.

Kristen Madden is a financial advisor with F.L. Putnam Investment Management Co. She holds Series 63 and Series 65 licenses and has 20 years of industry experience. Prior to joining F.L. Putnam in 2019, she worked at Financial Focus, Inc. for 14 years. F.L. Putnam serves individual and institutional clients with discretionary and non-discretionary investment management, financial planning, OCIO advisory, and family office solutions. The firm offers customized portfolios using both internally managed strategies and third-party managers, focusing on equities, fixed income, and alternative asset classes within a strategic asset allocation framework.