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| Clients First Financial, LLC |
| Clients First Financial, LLC 72 Sharp Street, Suite A2 Hingham, MA 02043 All Rights Reserved |
| Questions? Please call us at (800) 593-2275 or e-mail us. |
Our Advisors Average 19 Years of Experience and Integrity in Financial Services |
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| Anthony J. May, CEO |
For over twenty-seven years, Tony May has specialized in advanced market financial/estate planning for business owners and other high net worth clients.
He has spoken and moderated at national conferences on Estate Planning, has done Continuing Education seminars for CPAs, and is an approved instructor
for the Massachusetts Bar Association and approved instructor for the LUTC program.
Tony is the founder and CEO of Clients First Financial, a full-service, independent Financial/Estate Planning practice in Hingham, MA. Clients First
Financial has General Agent and brokerage agreements with more than sixty insurance companies, in-house underwriting and case management, and
specializes in unique planning strategies such as pension planning and charitable gifting to reduce or eliminate income and estate taxes.
He has spoken and moderated at national conferences on Estate Planning, has done Continuing Education seminars for CPAs, and is an approved instructor
for the Massachusetts Bar Association and approved instructor for the LUTC program.
Tony is the founder and CEO of Clients First Financial, a full-service, independent Financial/Estate Planning practice in Hingham, MA. Clients First
Financial has General Agent and brokerage agreements with more than sixty insurance companies, in-house underwriting and case management, and
specializes in unique planning strategies such as pension planning and charitable gifting to reduce or eliminate income and estate taxes.
Certified Financial Planner®
Bachelor of Arts Management/Finance
Masters of Science Financial Services
Accreditations from The American College:
• Chartered Financial Consultant
• Chartered Life Underwriter
• Life Underwriter Training Council Fellow
Professional Associations
Top of the Table Member, Million Dollar Round Table
Member of NAIFA
Past President of MetroSouth Life Underwriters Association
Past President of Milton Rotary Club
Bachelor of Arts Management/Finance
Masters of Science Financial Services
Accreditations from The American College:
• Chartered Financial Consultant
• Chartered Life Underwriter
• Life Underwriter Training Council Fellow
Professional Associations
Top of the Table Member, Million Dollar Round Table
Member of NAIFA
Past President of MetroSouth Life Underwriters Association
Past President of Milton Rotary Club
| amay@cff1.com MSFS CFP® AEP ChFC CLU LUTCF |
Mark has been working in the field of Estate Planning and Financial
Services for over ten years; he is among the youngest producers to ever
qualify for the Top of the Table designation with the Million Dollar
Round Table.
Mark specializes in comprehensive estate planning for high net worth
clients with a focus on Charitable Giving. He has spoken all over New
England on topics including Long Term Care planning, Asset Protection
Planning, and Charitable Gifting. He is currently completing the course
work to become a Certified Financial Planner.
Mark is involved in several local charities in his home community of
Hanover where he lives with his wife Lauren and their three children.
Services for over ten years; he is among the youngest producers to ever
qualify for the Top of the Table designation with the Million Dollar
Round Table.
Mark specializes in comprehensive estate planning for high net worth
clients with a focus on Charitable Giving. He has spoken all over New
England on topics including Long Term Care planning, Asset Protection
Planning, and Charitable Gifting. He is currently completing the course
work to become a Certified Financial Planner.
Mark is involved in several local charities in his home community of
Hanover where he lives with his wife Lauren and their three children.
Nancy Bownes
Case Administrator
nbownes@cff1.com
Case Administrator
nbownes@cff1.com
Mark E. Rowlette
Financial Consultant
mrowlette@cff1.com
Dublin Business School, 1997
Bachelor of Arts, Accounting &
Finance
Bachelor of Arts, Business Studies
Professional Associations
Top of the Table Member,
Million Dollar Round Table
Member of NAIFA
Financial Consultant
mrowlette@cff1.com
Dublin Business School, 1997
Bachelor of Arts, Accounting &
Finance
Bachelor of Arts, Business Studies
Professional Associations
Top of the Table Member,
Million Dollar Round Table
Member of NAIFA
John May
Account Executive
jmay@cff1.com
Account Executive
jmay@cff1.com
Taylor Poulin
Webmaster
tpoulin@cff1.com
Webmaster
tpoulin@cff1.com
Jean Sullivan-May
Vice President of Marketing
jsullivan-may@cff1.com
Vice President of Marketing
jsullivan-may@cff1.com
