Our reputation is built on a strong foundation of core values shared among the principals, our associates, and our clients.

Our reputation is built on a strong foundation of core values shared among the principals, our associates, and our clients.

Helping you grow and protect your wealth.

Simon J. Heslop, CFA®  |  Managing Partner

Simon joined Financial Strategy Associates, Inc., as a managing partner in 2014. Simon brings a passion for excellence and 20 years of financial services experience to the company. He works with clients in all stages of life on realizing their financial vision. 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 is responsible for all of the investment management and research activities of the firm. He spent much of his career designing and managing investment portfolios, where he developed a keen understanding of client needs. Simon applies his results-driven approach to creating tailored investment and financial planning solutions for clients seeking to fulfill their vision of financial success.

Previously, Simon designed and researched investment portfolios for Fidelity Investment’s Strategic Advisors division and founded a private wealth management firm. Most recently, he developed and managed a multibillion-dollar asset management platform for Commonwealth Financial Network®. As a portfolio manager, he was the expert that other financial advisors turned to for their client needs. Simon is happy to provide that same expertise directly to FSA Wealth Management’s clients.

Simon earned his undergraduate degree in engineering from Union College and an MBA from Northeastern University and holds the Chartered Financial Analyst® designation.

Outside of work, Simon enjoys spending time with his wife, Alicia, and his three children, Rebecca, Kate, and Jack. He is an avid builder and furniture maker and enjoys the art of designing and building custom projects. An outdoor enthusiast, Simon enjoys cycling, hiking, and skiing. He has taken part in a number of community service activities, including a role on the Newfield School Board’s Budget Advisory Committee.

Simon J. Heslop, CFA®  |  Managing Partner

Simon joined Financial Strategy Associates, Inc., as a managing partner in 2014. Simon brings a passion for excellence and 20 years of financial services experience to the company. He works with clients in all stages of life on realizing their financial vision. 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 is responsible for all of the investment management and research activities of the firm. He spent much of his career designing and managing investment portfolios, where he developed a keen understanding of client needs. Simon applies his results-driven approach to creating tailored investment and financial planning solutions for clients seeking to fulfill their vision of financial success.

Previously, Simon designed and researched investment portfolios for Fidelity Investment’s Strategic Advisors division and founded a private wealth management firm. Most recently, he developed and managed a multibillion-dollar asset management platform for Commonwealth Financial Network®. As a portfolio manager, he was the expert that other financial advisors turned to for their client needs. Simon is happy to provide that same expertise directly to FSA Wealth Management’s clients.

Simon earned his undergraduate degree in engineering from Union College and an MBA from Northeastern University and holds the Chartered Financial Analyst® designation.

Outside of work, Simon enjoys spending time with his wife, Alicia, and his three children, Rebecca, Kate, and Jack. He is an avid builder and furniture maker and enjoys the art of designing and building custom projects. An outdoor enthusiast, Simon enjoys cycling, hiking, and skiing. He has taken part in a number of community service activities, including a role on the Newfield School Board’s Budget Advisory Committee.

Gavin Morrissey, JD, LLM |  Managing Partner

Prior to his time at FSA Wealth Management, LLC., 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. He began his career with Commonwealth Financial Network in 1998 where he served in various roles with most of his tenure providing estate and financial planning advice to financial advisors seeking guidance for their clients’ most complex issues. Gavin completed his Commonwealth career as the senior vice president of wealth management, overseeing the investment management, research, and financial planning teams. Throughout his career, Gavin has been a contributor to several financial and news industry publications, including ThinkAdvisor, MarketWatch, InvestmentNews, and the Wall Street Journal.

Gavin joined FSA Wealth Management in 2016 as an opportunity to apply his expertise in a manner that directly assists clients reach their financial goals. He applies the disciplines learned through his education to provide tax-efficient holistic solutions that are customized to each clients’ needs.

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.

Gavin and his wife, Nikki, are parents to two girls, Cailin and Teagan. When not working, Gavin can be found attending his daughters’ various lacrosse and basketball games. He is also an active member in his community volunteering at various school and sporting events in addition to serving on the Trustees of Town Donations of the Town of Concord, Massachusetts.

Meagan Rogers, CFA®, CFP® |  Director, Investment Strategy & Research

Meagan joined FSA Wealth Management in October 2018 as an investment advisor and Financial Planner.  She brings almost 15 years of investment management experience to the team with a specific expertise in fixed income.  Prior to her role at FSA, Meagan was the Director of Fixed Income Research at Commonwealth Financial Network. Here, she and her team were responsible for building and managing the fixed income research process.  She specialized in providing market insight, building custom portfolios, and creating investment strategies to complement the unique planning needs of Commonwealth’s Independent Financial Advisors and their clients.  Meagan joined Commonwealth after several roles as a high-yield research analyst at firms such as Babson Capital Management and Fidelity Management & Research Company during the first 7 years of her career. 

Meagan has a unique background, in that she earned both a Chartered Financial Analyst® designation as well as the CERTIFIED FINANCIAL PLANNER ™ certification, following her Undergraduate Degree in Finance from the University of Massachusetts at Amherst.  Her in-depth knowledge in investment management as well as across financial planning disciplines, gives her a unique perspective into all that goes into the comprehensive financial planning process.  This helps her effectively and efficiently work with clients to achieve their personal goals. 

Outside of work, Meagan enjoys spending time with her young family. She is an avid reader, who enjoys most genres of both fiction and non-fiction. She and her husband love to find small, independent bookstores wherever they travel.  Meagan also loves to cook, volunteer, and be by the ocean. 

Carol Owens |  Client Relationship Manager

Carol joined FSA Wealth Management in 2008, and has served as FSA’s client service cornerstone.  Her contributions to the daily operations of the firm are extensive and lead to long-term improvements.  Carol is deeply involved with solving clients’ account issues, managing operational work flow and helping to advance marketing and communications efforts.

Since moving to Massachusetts in 1989, Carol has worked in numerous positions in the Human Resources field at companies in the Boston area.  She also served as an Operations Manager in the financial services industry, specializing in 401K plan operations, while earning her undergraduate degree in Business Administration from Boston College. Prior to joining FSA Wealth Management, she owned and operated a successful family business.

Outside of work, Carol enjoys spending time with her teenage son and visiting her extended family in West Virginia.

Greg Gohr |  Wealth Advisor

Greg joined FSA Wealth Management in March 2022 as a Wealth Advisor.  Greg brings over 20 years of industry experience to the team. Prior to FSA, Greg was the Managing Principal of Wealth Management at Commonwealth Financial Network where he was responsible for a team that covered multiple financial planning disciplines including investments, retirement plans, insurance, and estate planning.  During his tenure at Commonwealth, assets under management grew by more than $100 billion and the firm was widely recognized across the industry as the partner of choice for independent fiduciary-centric advisory firms.

Financial Services is a second career for Greg, as he spent the first 10 years of his professional life pursuing his lifelong dream of playing Major League Baseball. Like many professional athletes, his playing career was much shorter than he would have liked. After brief stints coaching at both the professional and college levels, Greg embarked on a career in financial services determined to synthesize his lifelong interests in personal finance, investing, and coaching. Greg graduated from Santa Clara University and completed his certified financial planner coursework at Merrimack College and holds the Accredited Investments Fiduciary designation.

Outside of work, Greg is a champion rock skipper and an enthusiastic, albeit lousy gardener. Greg and his wife Kristen have three children, and when not attending one of their sporting events, they can usually be found in the woods hiking, biking, or watching Sammy, their goldendoodle, chase squirrels. Greg and Kristen are immensely grateful to offer their time, talent, and treasure in support of their local parish ministries and are longtime supporters and participants of the Pan Mass Challenge.  

Carol Owens |  Client Relationship Manager

Carol joined FSA Wealth Management in 2008, and has served as FSA’s client service cornerstone.  Her contributions to the daily operations of the firm are extensive and lead to long-term improvements.  Carol is deeply involved with solving clients’ account issues, managing operational work flow and helping to advance marketing and communications efforts.

Since moving to Massachusetts in 1989, Carol has worked in numerous positions in the Human Resources field at companies in the Boston area.  She also served as an Operations Manager in the financial services industry, specializing in 401K plan operations, while earning her undergraduate degree in Business Administration from Boston College. Prior to joining FSA Wealth Management, she owned and operated a successful family business.

Outside of work, Carol enjoys spending time with her teenage son and visiting her extended family in West Virginia.

Copyright © 2017 |  Financial Strategy Associates 144 Gould Street, Suite 120, Needham, MA 02494 | 781.455.1020

Investment advisory services offered through FSA Wealth Management, a Registered Investment Adviser.

View our Client Relationship Summary.