Wayne McCormick, CFP®, ChFC®

Managing Director, Wealth Manager, Partner

Wayne began his career in financial services in 1996, having worked for companies that included HSBC, Goldman Sachs and most recently, Wells Fargo Advisors, where he was recognized 6 consecutive times as a Premier Advisor by the firm.

Wayne is a CERTIFIED FINANCIAL PLANNER™ professional, having successfully completed the extensive financial planning coursework and passing the comprehensive CFP® Certification Examination. Committed to continuing his knowledge base, Wayne next completed the coursework and exams necessary to earn the Charted Financial Consultant® designation, including courses in Financial Planning, Retirement Income, Estate Planning, Taxation and Insurance. Wayne is an active member of the Financial Planning Association®.

Wayne is an honors graduate from the University of New Hampshire, where he met his wife, Kristen. They reside in Chester, NH with their three children; Sean, Kelley and Katelyn. 

He also serves on the Board of Directors for Families in Transition – New Hampshire New Horizons, a non-profit providing emergency food and shelter to those in need, while working to break the cycle of homelessness.

In his free time, he enjoys writing, coaching basketball and playing the piano. While his son attends college in Boston, Wayne can most often be found ringside, cheering on his daughters at their equestrian events.


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.

Phone 603.945.3308
Fax 603.836.7797