Our Team

Peter is the founder and President of Helmsman Financial Strategies, Inc. Peter is a Personal Financial Specialist (PFS), a designation awarded to a select group of Certified Public Accountants who have passed a rigorous examination and demonstrated experience in financial planning. Peter is also an Investment Adviser Representative with LPL Financial. His expertise spans the areas of investment strategy, life and long-term-care insurance planning, estate planning, and income taxation. Peter has served as the financial advisor for a select group of clients for over twenty-five years.

Educational and Professional Background

• Northeastern University
  Master of Science, magna cum laude—Taxation & Financial Planning;
  Bachelor of Science, cum laude—Accounting
• National Honor Societies: Beta Gamma Sigma & Beta Alpha Psi 
• FINRA Registered Representative
  Series 7, 63

Lisete joined Helmsman Financial Strategies in 2012. She has more than 25 years of experience in operations management in the financial services industry. 
She works closely with Peter Manning throughout the financial planning process to ensure customized service and support to clients. Always helpful and highly knowledgeable, she has built trusting relationships with our clients while assisting them with their account service needs including account opening, distribution planning and trading. 
Additionally, she helps to oversee firm compliance with broker dealer, FINRA, and SEC regulations.

Educational and Professional Background

• Salve Regina University
  Bachelor of Arts-Psychology, Graduated Cum Laude
• FINRA Securities Registrations
  Series 6, 7, 24, 53, 63

As a Certified Public Accountant, Bill provides accounting and tax services to individuals as well as businesses.  Bill delivers services to Helmsman Financial Strategies Inc.’s clients based on a solid foundation of expertise in various areas of taxation, such as high net-worth individuals, partnerships, C- and S-corporations and nonprofits. Bill has broad experience in both federal tax returns, state returns and various associated schedules. He has worked with closely held companies in industries as diverse as real estate, construction, manufacturing, retail, and nonprofits.

Educational and Professional Background

• Southern New Hampshire University
  Bachelor of Science, magna cum laude–Accounting
• Massachusetts Society of Certified Public Accountants
   

Sarah is a Senior Tax Accountant at Helmsman Financial Strategies, Inc. With a solid foundation of knowledge in the areas of taxation and accounting, she provides a wide range of support to the firm while interfacing with clients, preparing tax returns, and maximizing operating efficiency in the tax department. 

Education & Professional Background

• University of Massachusetts Lowell
  Bachelor of Arts, cum laude — English Literature & Comparative Arts
• Middlesex Community College
  Associate of Business Administration - Accounting
• American Institute of Professional Bookkeepers (AIPB) 
• Certified Bookkeeper (CB)