We are pleased to announce that Michelle Santiago has earned her Certified Financial Planner™ designation.

Michelle joined H.M. Payson in 2011 and is a Trust Officer and member of our Trust Services and Wealth Planning groups.  The designation comes with extensive training in financial planning, estate planning, insurance, investments, taxes, employee benefits and retirement planning, as well as CFP Board’s Standards of Professional Conduct, which are rigorously enforced.

“We could not be more pleased with Michelle’s work effort and dedication to improving her professional skills since she has been with the firm,” says John Beliveau, chair of the Wealth Planning Group. “Michelle’s newest designation allows us to broaden our efforts at advising clients at the highest level.  H.M. Payson encourages all employees to enhance their professional designations and skill sets to better serve our clients.”

As an investment advisory firm, H.M. Payson is now proud to have five CFP^® professionals among its staff, including John Beliveau, Michelle Santiago, Shawnee Sax.