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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Joan Sweeney

Financial Consultant and Wealth Manager

978-390-5626

jsweeney@jjkwealth.com

Joan Sweeney is a dedicated financial advisor with over 25 years of industry experience, specializing in comprehensive wealth management, financial and legacy planning. With a passion for helping individuals and families achieve their...

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Kristin Kissane

Wealth Manager

978-853-9110

kkissane@jjkwealth.com

Kristin's investment career began shortly after college when she joined Putnam Investments, where she worked as an internal wholesaler. Her role involved selling mutual fund products and solutions to Financial Advisors. After gaining...
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