Team

Nick began his career as a Financial Advisor in 2001. He works collaboratively with his clients to build customized financial plans and manage their hard-earned assets. His tax efficient approach and realistic strategies allow clients...

Tim began his career in the financial service industry in 2013. He has gained a unique perspective on comprehensive financial planning, investment management, and estate planning from his many mentors. Tim has advanced quickly in his...

Diane joined Upstream Investment Partners in 2015 after a 25+ year career in education. She was both a classroom teacher and principal. This is her first foray into the financial field. She enjoys making a difference in the lives of...

Nancy Sheehan-LeMoine joined Upstream in 2016 after raising her 4 beautiful children and teaching special education for 28 years. She is excited to have a career in the financial industry supporting the Upstream advisors and clients....