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Integrity, Excellence and Accountability

Nvest takes great pride in having built a diverse team of credentialed, responsive and caring professionals providing the highest standards for you, our valued client.

Meet The Nvest Team

Nichole D. Raftopoulos, CFP®, CDFA™, AIF®, MPAS℠

CEO & Founder
Nvest Group Team President, George Raftopoulos

George Raftopoulos, CFP®, MBA

President

Justin M. Happ, IACCP®  

Compliance Manager, Partner
Photo Daphne L. Lafazan, Financial Consultant

Daphne L. Lafazan, CFP®, AIF®

Financial Consultant, Partner
dinon-hughes-AIF

Dinon Hughes, CFP®, AIF®

Financial Consultant, Partner

Eileen Monahan

Senior Financial Consultant
Jack McGrath, Research Analyst, the Nvest Group

Jack McGrath

Research Analyst

Christopher Spaziani, CFA®

Research Analyst

Rosie Zhang

Research Analyst

Kian Pashapour Nikoo

Associate Financial Consultant

Corbin C. Howe

Financial Planning Assistant

Mina C. Sullivan

Manager of Client Administration 

Stacey DeBartolo

Stacey DeBartolo

Senior Client Administrator

Phoebe Garcia, FPQP®

Retirement Plan Relationship Manager / Client Administrator

Victoria Chernin

Client Administrator

Kelly M. Sullivan

Client Administrator

Katie Khalek

Client Administrator

Lauren N. Dupuis

Client Administrator

Interested in a diverse team of skilled insights and experience?

If you are a skilled, disciplined and dedicated financial professional looking to learn and grow with a dedicated and diverse team, reach out with your resume and credentials.