Tilton Sturman Financial manages money for private clients. While we primarily advise individuals and families, we also offer retirement planning services to small businesses and organizations. As CERTIFIED FINANCIAL PLANNER™ professionals and Investment Adviser Representatives of Commonwealth Financial Network, partners Nathaniel Tilton and Todd Sturman manage investments within a greater financial context that includes areas such as estate planning, tax planning, and retirement planning.
Nathaniel J. Tilton, CFP®, AIF®
(781) 890-6484
ntilton@tiltonsturman.com
Nathaniel was born and raised in Kennebunkport, Maine, and received a degree in Sport Management from the University of New Hampshire in 1994. He spent six years on the business side in professional sports before transitioning his career in 2000. He gained experience with American Express Financial Advisors, earning Advisor of the Year honors in 2001 and 2002 (Northern New England Market Group). Nathaniel is a CERTIFIED FINANCIAL PLANNER™ Practitioner and an Accredited Investment Fiduciary®. He is fully registered as an Investment Adviser Representative and General Securities Representative of Commonwealth Financial Network®.
Todd A. Sturman, CFP®, AIF®
(781) 890-6484
tsturman@tiltonsturman.com
Todd was born and raised in Kennebunk, Maine, and received a degree in Architecture from the University of Virginia in 1996. After seeing his grandfather help many clients as an investment advisor, Todd decided to join the financial services community in 1997. He gained experience with MFS Investment Management, Mellon Private Asset Management, and American Express Financial Advisors before founding his independent practice, Sturman Financial Company, in 2003. Todd is a CERTIFIED FINANCIAL PLANNER™ Practitioner and an Accredited Investment Fiduciary®. He is fully registered as an Investment Adviser Representative and General Securities Representative of Commonwealth Financial Network®.
Cynthia J. Packard, CRPC®
(781) 890-6484
cpackard@tiltonsturman.com
Cyndy is the Financial Planning Assistant for Tilton Sturman Financial. She began her career in the financial services industry in 1981 and joined the Tilton Sturman Financial team in February 2011. Cyndy assists our team in the areas of client service and operations. Cyndy holds the Chartered Retirement Planning Counselor (CRPC®) designation, has her Massachusetts Life Insurance license, and is also an appointed Notary Public for the state of Massachusetts.
Rachel Fisher
Rachel serves as a Front Desk Representative for Tilton Sturman Financial, as well as all other financial firms within our office suite. Her responsibilities include greeting clients, answering phones, and handling select compliance and mail services. While Rachel is not directly employed by Tilton Sturman Financial, she is a vital part of the service experience for our clients. Because Rachael has no access to confidential client data, any client questions or concerns must be directed to an employee of Tilton Sturman Financial.
Rachel is a graduate from the School of Management at the University of Massachusetts, Amherst in 2009. She is originally from Ann Arbor, Michigan, but loves living in the city of Boston. She enjoys playing with her dog, hiking, tennis, movies, and travel.
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