About Us

About Us

Rae MacWilliam, CFP®, AIF®

Financial Planner

Rae has been helping individuals and business owners with their financial needs since 1986. He is a member of the NH Estate Planning Council and Past President of the Bedford Rotary Club.  He is active in tennis, hockey and youth soccer.   

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Rae MacWilliam is proud to have been recognized as a Founder's Club advisor for 2020—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 to their clients.

Heather Dixon

Service Manager

Heather is our service manager and assists Rae in all aspects of client service and scheduling. Heather has more than 30 years of experience in administrative and client services, including working for the State of New Hampshire and the legal field.