Financial Advisors

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Our Team

Financial Advisory Concierge Team

Jocelyn Theodore

Jocelyn Theodore, FPQP™

Senior Client Services Specialist

603.223.2710
89 N. Main Street | Concord, NH 03301

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Junior Boley

Wealth Management Assistant

603.223.2726
89 N. Main Street | Concord, NH 03301

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Cody Tibbetts

Wealth Management Assistant

603.223.2725
89 N. Main Street | Concord, NH 03301

Financial Advisors

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Steven W. Aiken, CRPC®

Vice President, Financial Advisor
Registered Representative,
Infinex Investments, Inc.

603.279.9253
24 NH Route 25 | Meredith, NH 03253

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Kimberly V. Place, CHFC®, CRPC®

Vice President,
Financial Advisor Registered Representative,
Infinex Investments, Inc.

P: 603.223.2739
C: 603.832.3493

503 South Street | Bow, NH 03304

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Gerard Tautkus, CFP®

Assistant Vice President, Financial Advisor
Registered Representative,
Infinex Investments, Inc.

603.223.2731
89 N. Main Street | Concord, NH 03301

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Toni Ciampaglione, AAMS®

Financial Advisor,
Registered Representative,
Infinex Investments, Inc.

P: 603.355.1655
C: 603.937.4775
84 Marlboro Street, Keene, NH 03431

Madalyn Dow

Madalyn Dow

Financial Advisor,
Registered Representative,
Infinex Investments, Inc.

P: 603.223.2738,
C: 603.832.4549
89 N. Main St. | Concord, NH 03301

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Brandy Mohan

Financial Advisor,
Registered Representative,
Infinex Investments, Inc.

603.279.9149
24 NH Route 25 | Meredith, NH 03253

Not FDIC Insured
Not Bank Guaranteed
May Lose Value
Not a Bank Deposit
Not Insured By Any Federal Government Agency

Meeting with NHTrust team is without obligation or cost.

NHTrust is a trade name of the New Hampshire Trust Company. Brokerage services are offered through INFINEX INVESTMENTS, INC., Member FINRA/SIPC. Investment and insurance products are subject to investment risk, including the possible loss of value. Products and services made available through Infinex are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. Infinex and NHTrust are not affiliated.

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