Our Team

Donna is the first point of contact for clients, whether answering the phone or providing a friendly face when you walk in our office. She manages scheduling and distributions with efficiency and care. Donna brings many years of banking experience to her role. When not at work, she enjoys spending quality time with her family.  

Eric meets with clients alongside Jose and handles follow-ups on the market, distributions, and general investment questions. He holds a bachelor’s degree from Bryant University, with five years of experience at Merrill Lynch, and is CRPC and AWMA certified. When not at work, Eric is a foodie who loves spending time with family and friends.  

With more than 35 years in the industry, Jose built Advanced Financial Group to help serve a community he believes has too often been overlooked and misunderstood by the financial industry. Today, he meets clients for a variety of needs, including retirement and legacy planning, as well as guidance for first-time investors. Jose is actively involved in the Portuguese community. 

Susan is the longest-tenured team member besides Jose, whom he calls his right-hand person. With years of knowledge, she can assist with even complex clients’ needs. In Jose’s opinion, her knowledge is second to none. When not at work, she helps at her local church and spends quality time with her family.