Our Team

David offers a wealth of knowledge and success in the financial services industry and possesses over 19 years of progressive experience. Prior to establishing Greenstone Financial Group LLC, David began his career working at Shawmut/Fleet Securities for 9 years. David then spent 7 years with Citizens Investment Services where he managed the Advanced Markets Group for New England. David's group partnered with business owners to help them develop and implement strategies to maximize the benefits to themselves, their families and their employees. In his spare time, David enjoys spending time with his family, playing the guitar and traveling .

Education

North Adams State College, B.S. Degree in Accounting and Marketing

Qualifications

CRSP Chartered Retirement Plan Specialist 
Series 7: General Securities Representative
Series 6: Investment Company/Variable Contracts Limited Representative
Series 24: General Securities Principal
Series 63: Uniform Securities Agent
Series 65: Registered Investment Advisor
Life, Accident and Health Insurance

Donna offers a wealth of knowledge and experience in the financial services industry and possesses over 17 years of progressive experience. Prior to establishing Greenstone Financial Group LLC, Donna began her career at Citizens Bank in the Corporate Training Division and managed the Branch Investment Program for Citizens Investment Services. Donna serves as the Director of Investor Relations and is responsible for managing all compliance and regulatory issues. She is committed to providing each Greenstone Financial Group LLC client with individualized service. and she welcomes your comments. Please contact Donna directly at: donna@greenstonefinancialgroup.com or at (603) 766-1997.

Education

University of New Hampshire, Durham, NH, B.A. English 1989

Whittemore School of Business and Economics, MBA Program

Qualifications

Series 7: General Securities Representative
Series 6: Investment Company/Variable Contracts Limited Representative 
Series 24: General Securities Principal 
Series 63: Uniform Securities Agent 
Series 65: Uniform Investment Advisor 
Series 51, Municipal Fund Securities Principal

Kaitlyn Gallant brings over 17 years of experience in governmental accounting with experience in financial reporting, audit completion and budgeting and she is focused on helping individuals achieve both their financial and retirement goals. Kaitlyn’s highest priority is connecting with her clients to gain a full understanding of their financial goals and finding the best solution to meet their needs. She strives to educate her clients as a means of helping them make sound financial decisions that will lead to a fulfilling retirement. Prior to joining Greenstone Financial Group, Kaitlyn was an Accounting Manager for 100+ Community Development Districts where she was responsible for the management of over $500,000,000 in assets.

Kaitlyn currently resides in Florida where she enjoys spending time with her family, baking and traveling.  She will be operating out of Greenstone Financial Group’s Florida office.

Education

Fitchburg State College, B.S. Degree in International Business and Economics

Qualifications

Series 7: General Securities Representative