About Us

About Us

Rae MacWilliam, CFP®, AIF®

Financial Planner

Rae has been helping indviduals and business owners with their financial needs since 1986.  He is an active member of the NH Estate Planning Council, past president of the Bedford Rotary Club, and current treasurer of the Manchester North Soccer League.  He is active in tennis, hockey and coaches youth travel soccer.

Founders_seal
 

Rae MacWilliam is proud to have been recognized as a Founder's Club advisor for 2018—a distinction based on annual production that places him among the top 37 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Founder's Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Founder's Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership.

Heather Dixon

Service Manager

Heather is our service manager and assists Rae in all aspects of client service and scheduling. Heather has 15 years of experience as a paralegal assistant.