Service
Commitment
Communication
Our reputation is built on a strong foundation of core values with our primary focus being your financial well-being, helping you grow and safeguard your wealth.
YOUR FIRM
While we each have our own area of expertise, the one aspect we all have in common is why we came to FSA. Starting out working at a large firm that developed investment management and financial planning strategies provided many intellectual challenges and allowed each of us to achieve a high level of technical expertise. But branching out to become independent financial advisors and planners has allowed us to do what we wanted to do most: work directly with you.
SIMON HESLOP, CFA®
FINANCIAL ADVISOR
Simon Heslop is Managing Partner at FSA Wealth Management, a Registered Investment Advisor firm offering fee-only services and known for its independence, objectivity, and results. With a passion for excellence and 20 years of financial services experience, Simon applies his results-driven approach to creating tailored investment and financial planning solutions for clients seeking to fulfill their vision of financial success.
He has a history of developing targeted investment portfolios to help investors meet their long-term objectives, and truly enjoys the process of getting to know each FSA Wealth Management client. Simon earned his undergraduate degree in engineering from Union College and an MBA from Northeastern University and holds the Chartered Financial Analyst® designation. LinkedIn.
A Little More About Me
Loves to hike with his family; one day they will find it funny that Dad gets us lost at least half the time.
Has a passion for woodworking and perhaps one of the few people who idolizes Norm Abrams and The New Yankee Workshop.
Enjoys all types of bicycle riding and has a goal of riding across the country (knowing he has barely ridden across New England).
Is constantly striving to find a better and higher self; to help others and leave the world a better place.
GAVIN MORRISSEY, JD, LLM
WEALTH ADVISOR
Gavin Morrissey, JD, LLM, is Managing Partner at FSA Wealth Management, a Registered Investment Advisor firm offering fee-only services and known for its independence, objectivity, and results. Prior to joining the FSA team in 2016, Gavin spent 18 years providing comprehensive financial and estate planning guidance to financial advisors across the country, to continuously improve the lives of their clients.
Now he provides tax-efficient holistic solutions customized to each client’s needs to help them achieve their goals. He prides himself on being responsive, trustworthy, and providing clients the level of service they want and expect. Gavin earned his undergraduate degree in economics and finance from Lafayette College, a Juris Doctorate (JD) from Thomas Jefferson School of Law, and a Master of Law in Taxation (LLM) from the University of San Diego School of Law. LinkedIn.
A Little More About Me
Enjoys his daily morning routine of hiking with his wife, Nikki, and his two dogs, Dewey and Moose, in any weather conditions.
Got into Harvard University—not as a student but as an assistant football coach.
Big fan of watching his daughters, Cailin and Teagan, play high school lacrosse and basketball.
Has a passion for volunteering by serving on boards of local nonprofits and consulting to organizations seeking nonprofit status.
Is a volunteer with the IRS Volunteer Income Tax Assistance (VITA) program, which is designed to support free tax preparation service for the underserved through various partner organizations.
Is a bit embarrassed to admit that financial planning is actually his favorite hobby.
CAROL OWENS
CLIENT RELATIONS
Carol Owens is Client Relationship Manager at FSA Wealth Management, a Registered Investment Advisor firm offering fee-only services and known for its independence, objectivity, and results. Since joining the FSA team in 2008, she has served as FSA’s client service cornerstone. Carol is deeply involved with solving clients’ account issues, managing operational workflow, and helping advance marketing and communications efforts. Carol has a business administration degree from Boston College.
A Little More About Me
Passionate about gardening and finds weeding an excellent form of therapy, but will do pretty much anything as long as it’s outdoors.
An avid WVU (West Virginia University) football fan and loves spending time with her son, who is on the football staff at WVU.
A fitness enthusiast and favors hot yoga.
Enjoys puzzles of all kinds—which is probably why she is so good at brokerage operations—and classifies herself as an organizing ninja and will help clean and organize basements, closets, and garages for friends.
GREG GOHR, AIF®
WEALTH ADVISOR
Greg Gohr is a Wealth Advisor at FSA Wealth Management, a Registered Investment Advisor firm offering fee-only services and known for its independence, objectivity, and results. With over 20 years of industry experience in investment management, retirement planning, and coaching, Greg desires to empower his clients’ financial well-being through delivery of customized wealth strategies through every phase of the long-term journey. Greg graduated from Santa Clara University, completed his CERTIFIED FINANCIAL PLANNER™ coursework at Merrimack College, and holds the Accredited Investment Fiduciary® designation. LinkedIn.
A Little More About Me
Along with his wife, Kristen, and his dog, Sammy, all three aspire to climb all 48 4,000-footers in New Hampshire…they are about halfway there.
Happy to share his least favorite workplace memory: giving up back-to-back-to-back homeruns in front of a sold-out stadium in Cleveland.
A former rock-skipping champion of Waterville Valley, NH.
Has a true gift for annoying his adult children (Jack, Hannah, and Kathryn) by constantly preaching the virtues of compound interest.
Believes that pizza is proof of intelligent design in the universe.
Grateful to serve his community as a member of the Knights of Columbus.
MEAGAN ROGERS, CFA®, CFP®
DIRECTOR OF INVESTMENT STRATEGY & RESEARCH
Meagan Rogers is Director of Investment Strategy & Research at FSA Wealth Management, a Registered Investment Advisor firm offering fee-only services and known for its independence, objectivity, and results. With almost 17 years of investment management experience (with a specific expertise in fixed income), Meagan joined FSA Wealth Management in 2018 as an investment advisor and financial planner. Her in-depth knowledge in investment management, as well as across financial planning disciplines, gives her unique insight into the comprehensive financial planning process, which helps her effectively and efficiently work with clients to achieve their personal goals. In addition to her finance degree from the University of Massachusetts at Amherst, Meagan earned the Chartered Financial Analyst® designation and the CERTIFIED FINANCIAL PLANNER™ certification. LinkedIn.
A Little More About Me
Loves spending time with her children and husband. Their favorite thing to do is to adventure together, exploring new hiking trails, beaches, or farmers markets.
An avid reader who loves books of all sorts. Her favorite book series is still Harry Potter.
Favorite place to be is sitting on the beach, watching the waves in Edgartown Harbor.
Believes in the healing power of movement. Loves spinning, restorative yoga, and long walks outside with no particular destination.
Considers herself a life-long learner with a particular interest in behavioral sciences, neuroscience, psychology, health, and wellness.