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.

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.

Cheryl Starek

Operations Assistant

As an Operations Assistant Cheryl Starek brings 40 years of experience in both administrative and technical roles. Cheryl has been employed in database support, Insurance sales administration, payroll and municipal roles.

Cheryl will be working with the Operations Manager to provide support to the advisors and clients. She will be organizing yearly employee and client events.
Cheryl is a native of Massachusetts and recently moved to Milford, NH. She enjoys walking, hiking, reading, baking and time spent with family. She is an animal lover and lives with both a cat and dog.

James Moran

Administrative Assistant

James is a recent graduate of Southern New Hampshire University with a Bachelor’s degree in Business Administration. He has experience working in the financial services industry and in the registrar’s office at his alma mater. James handles the processing of new accounts, account transfers, and preparation of client reports. In addition to these duties, James is also the firm Technology Ambassador. It is his duty to report any new technological advancements to the firm’s CRM record keeping systems that are frequently updated for easier back office use.

James is constantly learning about the financial industry and has begun the journey of studying for his FINRA exams to become a licensed associate for the firm. Apart from his interest in finance, James loves to spend time with his friends and family and enjoys mountain biking and fishing. He also enjoys sports and is an avid fan of the New England Patriots.

Morgan Macie

Administrative Associate

Morgan Macie has a background in banking and the financial services industry. She uses these trade skills in her position as an Administrative Associate at Eagle Point Investment Advisors.

Working closely with the Operations Manager and the Advisors, she supports the advisors with administrative details. These often include new account openings, client record keeping, and account reviews.

Morgan earned her Bachelor of Arts degree in Economics from Smith College in Northampton, MA. Recently, she acquired her series 7 securities registration. She also holds her Life Accident and Health Insurance License for NH, along with the series 6, 63 and 65 securities registrations with LPL Financial. A Vermont native, Morgan now resides in Manchester, NH. She is an avid reader and enjoys baking.