Our Team

Wayne embarked on his financial services journey back in 1996, starting with consumer finance companies that eventually became part of HSBC. Specializing in credit, lending and insurance, he swiftly progressed through the ranks, assuming management roles overseeing multiple offices. His performance at the branch management level led to a promotion as a district manager, where he was responsible for 13 offices and a team of over 70 employees. Wayne's achievements earned him further opportunities over the years with institutions such as Goldman Sachs, Paychex, and Wells Fargo Advisors. With each, he expanded his knowledge base to include investment strategy, retirement plans and financial planning.

Currently serving as the Chairman of the Financial Advisor Council at Steward Partners, Wayne provides invaluable feedback, support, and guidance to the firm's Executive Committee and Board of Directors on behalf of its advisors. His commitment to clients has remained unwavering throughout his career.

Wayne's dedication to excellence is evident in his professional credentials. He is a proud CERTIFIED FINANCIAL PLANNER™ professional, having undergone extensive financial planning coursework and successfully passing the rigorous CFP^® Certification Examination in 2014. He consistently expands his expertise through advanced education, having attained the esteemed Chartered Financial Consultant® designation. This involved comprehensive study in vital areas such as Financial Planning, Retirement Income, Estate Planning, Taxation, and Insurance.

Beyond his professional accomplishments, Wayne's personal life is equally fulfilling. He graduated with honors from the University of New Hampshire, where he met his wife, Kristen. Together, they reside in Chester, NH, where they raised their three children: Sean, Kelley, and Katelyn. Wayne finds joy in playing the piano and maintaining their family farm, named Golden Gait Farm, a nod to their many golden retrievers and the stride of a horse’s step. Golden Gait Farm is home to four horses, three dogs, two goats, and a rabbit. The farm serves as a source of tranquility and clarity, which is beautifully reflected in the McCormick Wealth Management logo.

Demonstrating his commitment to giving back, Wayne actively serves on the Finance and Audit Committee for Families in Transition—a nonprofit organization dedicated to providing emergency food and shelter to those in need, tirelessly working to break the cycle of homelessness. Although he recently concluded his term on the Board of Directors after reaching the limit, Wayne's unwavering dedication to making a positive impact in the community continues to drive him forward.

Michelle, a Partner and Wealth and Portfolio Specialist at Steward Partners Global Advisory, brings over two decades of experience in helping clients achieve their financial goals. Since 1999, Michelle has been dedicated to providing exceptional service to her clients and ensuring their long-term success.

Originally from Rockland, ME, Michelle's passion for finance led her to excel in the honors program at Southern New Hampshire University, where she earned a Bachelor of Science degree in business administration. Soon after graduating, she embarked on her professional journey in Boston as a Registered Sales Associate with CIBC World Markets.

In 2006, Michelle joined Wachovia Securities, a predecessor to Wells Fargo Advisors, where she honed her skills as a Registered Client Associate and Financial Advisor. Recognizing her expertise and commitment, Michelle advanced her career in 2018 by joining Steward Partners as a Wealth and Portfolio Specialist.

In 2023 Michelle became a CERTIFIED FINANCIAL PLANNER™ professional. To earn the CFP® certification, Michelle had to complete an approved educational program, pass a rigorous examination, and meet stringent experience requirements. Michelle also adheres to a professional Code of Ethics and fulfills annual continuing education requirements.

Michelle’s focus is building and maintaining client relationships and understanding the values, needs, goals and concerns of clients.

Michelle's dedication extends beyond her professional life. She actively participates in her community, engaging with her children's schools and serving as a Board of Commissioners member for the Manchester Transit Authority. When she's not assisting clients or making a positive impact in her community, Michelle enjoys quality time with her husband, Jason, their two children, Eshaya and Andon, and their rambunctious pug, Lucy.

With her extensive experience, unwavering commitment to exceptional client service, and active involvement in her community, Michelle is an invaluable asset to the McCormick Wealth Management team. Her genuine care for her clients make her an asset for individuals seeking to secure their financial future.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER™, CFP^® (with plaque design) and CFP^®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Bo joined McCormick Wealth Management of Steward Partners in December 2023 as a Wealth Management Associate. He is thrilled for the opportunity to work alongside Wayne and Michelle helping our clients achieve their financial goals and sharing in the true joy of witnessing their success!

Bo joins the team with 12 years of industry experience, previously working with Merrill Lynch and Wells Fargo Advisors where he learned the industry as a Client Service Associate, Technology Specialist, Financial Advisor, and Client Relationship Manager.

He began in the financial services industry in 2012 and quickly realized how overly complicated and intimidating the industry had become for investors. He saw an opportunity to combine his background in education and communication with his commitment to learning to help clients better understand and simplify their path to financial freedom. By utilizing his dedication to client service and his passion for developing deeper relationships, he has been able to connect with people of all levels of experience and empower them to make informed financial decisions.

Bo firmly believes that the best outcomes begin with open and honest communication. His role and experience put him in the fortunate position to see the world through a variety of client perspectives allowing him to learn and adapt to an ever-changing environment. By developing deep and meaningful relationships, he has the opportunity to share the knowledge gained from those perspectives and walk alongside his clients as they strive to achieve financial freedom. His primary goal is to help alleviate the stress and anxiety surrounding personal finances so his clients can focus on the aspects of life that truly matter to them. Working in collaboration with our clients, he seeks to give them the opportunity to alleviate the stress and anxiety around their finances so they can focus on the aspects of life that truly matter to them.

Bo has lived in Goffstown, NH with his beautiful wife, Alyssa, since 2012. Their home has grown with the addition of three young children, Grant (2016), Ruthie (2018), and Miller (2021). In 2020, their family had the great fortune of adding an in-law suite onto their home so that Bo’s mother, Cathy, could join them in simplifying and sharing the love of daily multigenerational living.

Bo is an active member of his community where he volunteers multiple times a week at his children’s school, Gage Farm Schoolhouse in Goffstown. He is also a CFK Society Member Donor of The Boys & Girls Club of Manchester and a founding board member of the S-1 Project, a non-profit dedicated to community development by encouraging individuals to engage in constructive conversations based in a shared human experience. Bo looks forward to bringing his passion for community development to McCormick Wealth Management and Steward Partners.

As a proud graduate of Clemson University where he attended with his brother and cousin, Bo enjoys keeping in touch with his extended Tiger family. He particularly enjoys spending his free time with family and friends at his family’s lake house in Dexter, Maine. While three young children limit time spent on personal hobbies, Bo still thoroughly enjoys waterskiing, hiking, home improvement projects, and being a kid at heart.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER™, CFP^® (with plaque design) and CFP^®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.