OUR ONLY FOCUS IS ON ACHIEVING YOUR FINANCIAL GOALS
We are a Boston-based advisory firm and member of the Northwestern Mutual Private Client Group.
Focusing our work on business professionals and business owners, we provide comprehensive, tailored risk management and financial planning solutions to clients through the United States.
Our name, Sentry Hill, reflects the deep history of Beacon Hill (formerly called Sentry Hill) and our 150 years of combined experience underpinned by the financial strength and deep resources of Northwestern Mutual.
Doug’s specialty is working with business owners, and he has expertise in estate and business planning. Originally from Upstate New York, Doug joined Northwestern Mutual in 1995 after graduating from Hartwick College, and has helped his clients secure their family’s financial future for the past 25 years.
He has been a member of the Million Dollar Round Table every year since 1999, and earned his Chartered Life Underwriter (CLU®) designation. He holds his FINRA Series 6, 63, 66, and 7 registrations, as well as his Life, Accident, and Health insurance licenses.
As a principal of Sentry Hill, Doug embodies the philosophy of the firm...uncompromising integrity, keen insight and unwavering commitment.
Doug and his wife Erin live in Lexington, Massachusetts with their three sons and two daughters.
Designations
CLU®
Over the course of his 25+ year career, Jim has amassed a clientele of roughly 600 families and assisted them with a variety of financial planning needs including insurance, investments, retirement planning, estate planning, and tax strategies.
Originally from Highland Park, Illinois, Jim moved to Massachusetts at age sixteen to attend the Brooks School. He moved on to the University of Vermont, graduating with a Bachelor’s Degree in Small Business Management.
Jim began his career as a financial advisor with John Hancock in 1995, and moved to Northwestern Mutual in 1997. During his career, Jim has achieved national recognition for his success, qualifying for Forum (top tier of advisors across the country with Northwestern Mutual) 13 times. He holds his FINRA Series 6, 63, 65, and 7 registrations, as well as his Life, Accident, and Health insurance licenses.
A principal of Sentry Hill, Jim takes great pride in the success that he is able to achieve for his clients and their families, and for the role that he plays in helping to secure financial futures.
Jim and his wife Kerna live in North Andover, Massachusetts with their two sons.