Broker Check

Meet the Team

We Are Independent Financial Advisors & Proud Fiduciaries.

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives.

Jonathan Lee

Managing Partner

(781) 608-5140

Jonathan is co-founder and partner of Hayden Financial Group, LLC. He began his financial advisory career in 1978. Since then Jonathan has specialized in investment, estate, and financial planning.

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Alyson Basso, CFP® ChFC® 

Managing Partner

(781) 608-5140

abasso@haydenfinancialgroup.com

Alyson is co-founder and partner of Hayden Financial Group, LLC. She believes that honesty, loyalty, and trustworthiness are characteristics that are essential in developing effective relationships and strives to build on these in business.

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Michael Trotter

Chief Investment Officer

Michael holds a BSBA degree in Finance and BA degree in Business Economics. His previous roles include Chief Investment Strategist for Citizens Wealth Management, portfolio manager at Geode Capital, and Investment Risk Analyst for Vanguard.

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Gregg Catsoulis

Employee Benefits

Businesses seeking to attract, retain, and reward current and future employees have consulted with Gregg for over twenty-five years.

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Ashley Plante

Compliance Coordinator

Ashley currently holds Series 7 & 66 licenses & is looking forward to completing her Series 24. She received her bachelor’s degree in Finance from Rhode Island College.

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