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

Operations Manager

Becki Krueger brings more than 20 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 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 earned her Bachelor of Science degree from Southern New Hampshire University and holds the series 7 and 63 securities registrations with LPL Financial.
She and her husband Michael live in Dunbarton, NH with their son, Ethan and dog, Mattie. Becki enjoys trips to Maine to visit family and friends, long walks on the beach, watching her son play sports, and knitting.

Irene Doherty

Administrative Assistant

With a background in Administrative, Accounting, HR and Technical support, Irene brings 35 years of excellent organizational and administrative support to her role as Administrative Assistant at Eagle Point Investment Advisors.

She supports the Advisors and the Operations Manager. Irene handles the processing of new accounts, facilitates account transfers, prepares client reviews, and maintains our client records and files. She is also responsible for setting up and executing our yearly events for clients and employees.

Irene received her Associate degree in Executive Secretarial/Accounting from Hesser College in Manchester, NH. An avid outdoors person, Irene loves to spend her time hiking, snowshoeing, camping and fishing with her husband Steven. Irene and her husband live in Chester, NH and enjoys time with their 3 children, Meghan, Kayla, Nick while also welcoming two grandchildren Antonino and Natalie to their family.