Individual Investors and Families

We are independent financial planners and wealth managers committed to providing the insight and guidance you seek to help preserve, manage and grow a lifetime of assets.

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Company Retirement Plans

Our retirement plan strategies seek to help protect your businesses from personal and corporate liability, while helping your employees leverage investment opportunities.

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Business Owners

We understand the challenges and demands of running a business. Find out how our consultative approach helps to address multiple business planning needs.

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Becki M. Krueger

Becki M. Krueger

Operations Manager

Becki Krueger brings almost 25 years of financial services industry experience to her role as an Operations Manager at Eagle Point Investment Advisors.  Becki is responsible for a broad range of office administration and operation functions and works closely with our clients and advisors.

She enjoys personal contact with clients to provide the best possible experience and working closely with LPL to solve operational issues.  Her proficiency across all aspects of operations management, quality control and client care help to ensure a smooth, efficient, and enjoyable experience for our team members and clients.

Becki was born and raised in Maine.  She earned her Bachelor of Science degree from Southern New Hampshire University in Business Management and holds the series 7 and 63 securities registrations at LPL Financial.  She and her husband Michael live in Dunbarton, NH, along with their son, Ethan and dog, Mattie.  Becki enjoys trips to Maine to visit with family and friends, long walks on the beach, kayaking with her husband, and arts and crafts.

Adina Mahmutovic

Adina Mahmutovic

Administrative Assistant

Adina has been with Eagle Point since December 2019. She brings over 13 years of office administration experience to her current position as an Administrative Assistant. Adina previously worked for an international aluminum investment company where she closely worked with the management team to ensure that contracts and sales administration, human resources, and various administrative procedures were running smoothly.

Adina is fluent in Bosnian language. She earned her Associates in Accounting and is continuing education to obtain a Bachelor’s Degree.

She lives in Manchester, NH with her husband and three sons. Adina enjoys spending time with the family, playing volleyball and watching her boys play various sports.

Adina enjoys working in this industry and is eager to grow professionally.


Marie Fulton

Operations Assistant

Marie brings several years of experience in customer service and office administration to her position as the Operations Assistant. She spent years in the restaurant and print distribution industry prior to coming to Eagle Point. She has a bachelor’s degree in Political Science with a minor in Deaf and Hard of Hearing Studies from the University of New Hampshire.

Marie most enjoys working with and getting to know the clients. She loves to see the clients when they come into the office or hearing from them when they call in. She loves to learn and most looks forward to expanding her horizons with Eagle Point.

Marie lives in Nashua with her family. She is an avid animal lover and enjoys horseback riding in her down time. Marie is also an active member of her church and enjoys working with the children of her church the most. She also enjoys cheering on her beloved Red Sox and Patriots.

William Haddad

William D. Haddad, MBA

Administrative Associate

William (Bill) Haddad, after more than 35 years in the financial services industry has retired as a wealth advisor in 2023. Due to his long and close relationship with many of his clients, he has transitioned to the role of an Administrative Associate. This role allows him to continue to support his colleagues and clients who have transitioned to their new wealth advisor at Eagle Point Investment Advisors.

Bill earned his Bachelor of Science in Business Administration with a major in Accounting and a Masters in Business Administration (MBA) from Northeastern University. He has been active in his community and has served on multiple professional and not-for-profit boards, including the Billerica Community Alliance, Billerica AccessTelevision, Life Links, SANE, and many others. He is also the founder and Executive Director of On The Move, Inc., a non-profit organization that has distributed over 60,000 books to low-income children in the Merrimack MA area.

Bill and his wife (Jan) live in Methuen MA and have four children. He enjoys family, history, reading, golf, and time spent with his favorite dancing partner Jan.