Mark Ramsey CIMA, CWS
Financial stewardship and entrepreneurship has been a core principle of Mark's since a young age. At 8 years old he had his “first job” which was raising the American Flag in downtown North Reading at the former Baybank location (now Bank of America). He earned a $16/month that sat in his savings account. This money was to be used to invest in his baseball card collection that would be used to fuel his retirement later in life.
After graduating from Merrimack College, Mark joined on with LPL Financial in 2003 where he got introduced to investing and his passion grew from there. He spent 17+ years consulting financial advisors on various investment products and financial planning tools to help with their clients' needs. These experiences and his ability to connect with people drove Mark to becoming a financial advisor, where he could combine his passions and help clients manage their financial goals.
Mark is married with three kids and resides in Andover, MA. He has 20+ years of financial services experience, as mentioned, he spent the bulk of his career working at the LPL Financial home office, where he earned a host of industry designations. Mark’s passion is connecting with people and providing a calm voice and expertise to help navigate through life’s financial matters.
Mark is active in the community as a board member for Andover Soccer Association and as a volunteer coach. You can find him on the weekends on a field or court coaching his daughters (Raegan, Molly) and son (Leo) in their youth sports programs.
When not coaching, you can find Mark and his wife Danielle playing golf and pickleball to stay active.
Kevin E McGillivray CPA
F: 978.560.1263
Kevin has over 30 years as a financial advisor to over 1000 individuals, closely held businesses and 401k plan participants. His broad base of exposure and experience creates an opportunity to provide practical and relevant advice to a wide range of individuals, businesses and plan participants.
Paula F Pothier
F: 978.560.1263
Paula has been a member of the KEM team for over 20 years. As a mother of three and grandmother of five she’s well versed in the chaotic nature of managing people and tasks. Fielding phone calls and processing the workflow, both paper and electronic, means she’s responsible for keeping the office moving.
