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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

The Nvest Group Team, CEO and Founder Nichole D. Raftopoulos CFP®, CDFA™, AIF®, MPAS℠

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

CEO & Founder
Nvest Group Team President, George Raftopoulos

George Raftopoulos CFP®, CEP®, MBA

The Nvest Group Team Compliance Manger Justin M. Happ, IACCP

Justin M. Happ, IACCP®  

Compliance Manager
Photo Daphne L. Lafazan, Financial Consultant

Daphne L. Lafazan, CFP®, CEP®, AIF®

Financial Consultant
The Nvest Group Team, Financial Consultant, Meagan E. MacKinnon, AIF®

Meagan E. MacKinnon, AIF®

Financial Consultant

Dinon Hughes, AIF®

Financial Consultant
Jack McGrath, Research Analyst, the Nvest Group

Jack McGrath

Research Analyst

Christopher Spaziani, CFA®

Research Analyst
Nvest Group Team Client Relations Manager, Jordan C. Formichelli

Jordan Formichelli

Client Relations Manager
Stacey DeBartolo

Stacey DeBartolo

Senior Client Administrator
headshot of phoebe coburn, client administrator with the Nvest Group

Phoebe Coburn

Client Administrator
Mina C. Sullivan

Mina C. Sullivan

Team Lead, Senior 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.

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