LRVS@mcadamfa.com
LRVS ADVISORY GROUP
Growing & Preserving Your Wealth for Today & Tomorrow
Wealth Services
Biotech, Pharma & Life Sciences Landing Page
Biotech, Pharma & Life Sciences
Thank You for Contacting Us – Get Your FREE PDF: Creating a 10B5-1 Plan
Thank You for Contacting Us – Get Your FREE PDF: Creating a 10B5-1 PlanDave2021-12-10T20:49:32+00:00
Thank you for contacting us. We're looking forward to helping you.
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If you need immediate attention, please call us at 781.660.5788.
Our goal is to help our clients make the most informed decisions at each step and provide them with a whole new level of clarity and control. Each profession has its own unique patterns and paths. With our in-depth understanding of often complex company benefits, we help our clients make the most informed decisions each step of the way. We have deep experience working with clients in the biotech, pharma and life sciences sector.
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LRVS Team
Patrick Lawler, CFP®
CERTIFIED FINANCIAL PLANNER™
Tucker Roeder
Jeff Van Siclen, CFP®
Jake Waldman
Marc Instrum, CFP®
Michael Dias
Jacqueline Barrett
CFP®, CERTIFIED FINANCIAL PLANNER™, Founding Partner
Patrick's mission is to help biotech and pharmaceutical professionals grow, protect and pass wealth by providing a customized approach to find the right strategy that meets his clients financial and lifestyle goals.
Patrick graduated from St. Michael's College with a Bachelor of Science in Business Administration, concentrating in International Business with minors in Finance and Marketing. While at St. Michael's College, he was the Team Captain of the Baseball Team.
Before joining McAdam Financially Advanced in 2012, he worked with several smaller investment firms. Patrick's responsibilities grew within McAdam becoming a District Manager and later gaining his CFP®.
In 2019, Patrick was featured in Finance Magazine as one of the top 100 Advisors. Later in 2021, Patrick was awarded the 2021 Five Star Wealth Management Award for his commitment to his clients.
Patrick and his fiancé live in Weymouth, MA, with their dog. Active in his community, Patrick is a member of his local Business Network International group. In his spare time, Patrick enjoys playing golf and traveling.
Specialties Include: financial planning, tax optimization, portfolio management services, wealth management, company benefit planning, retirement plan analysis, business owner services, insurance, and advisory.
Please reach out to connect and start a conversation at 781-660-5788 or lrvs@mcadamfa.com.
Financial Advisor, Founding Partner
Tucker graduated magna cum laude from Northeastern University with a Bachelor of Science in finance and entrepreneurship where he was the captain of the baseball team. During his co-op experience, Tucker worked for several financial firms, including Wellington Management and Commonwealth Financial Network, before becoming a part of the McAdam Financially Advanced team. At McAdam, Tucker was a district manager in the Boston office for four years before forming the LRVS Advisory Group.
An active member in his community, Tucker is a member of his local Business Network International group. Tucker volunteers time to his alma-mater to guide student-athletes as they transition from collegiate careers to young professionals as a member of the Northeastern Baseball Alumni Mentoring Committee.
Originally from Red Hook, NY, Tucker now calls Cohasset, MA, home with his wife, two sons, and dog. Living near the ocean, Tucker and his family enjoy afternoons at Sandy Beach, boating, and other outdoor activities.
Specialties include financial planning, tax optimization, portfolio management services, wealth management, company benefit planning, retirement plan analysis, business owner services, insurance, and advisory.
Jeff Van Siclen
Jeff's mission is to help his clients in all aspects of their financial lives, serving as their primary strategist providing personal concierge advisory services with a focus on helping his client grow, protect and pass their wealth efficiently. Jeff's industry knowledge frames his ability to help clients identify and solve complicated financial and wealth management issues they often face.
Jeff graduated from Babson College with a concentration in finance. An avid Hockey player, Jeff played hockey at UMass Boston before transferring to Babson College, where he played on the club team.
In 2012, Jeff joined McAdam Financially Advanced, gaining his AWMA® & CFP® designations during this time while also training other advisors as a District Manager prior to formalize LRVS Advisory Group.
Jeff was awarded the Five Star Wealth Management Award in Boston in 2019 and 2021 for his commitment to his clients.
Jeff lives in Hingham, MA, with his wife, son, and two dogs. Jeff enjoys spending time with his family, golfing, and playing on a local men's league hockey team. He loves teaching his son how to skate and hopes to coach his hockey team one day!
Specialties Include: financial planning, tax optimization, portfolio management services, wealth management, company benefit planning, 10B5-1 Plan creation and execution, retirement plan analysis, business owner services, insurance, and advisory.
LRVS Advisory Group member Jake provides financial advice and guidance that supports LRVS clients in the technology and pharmaceutical sectors. There here are many situations unique to the technology/pharmaceutical industries that require careful planning. He works with his clients to clearly understand all the complexities in the sector before providing a customized solution to meet their financial and lifestyle goals.
Jake graduated from Boston University School of Management (now the Questrom School of Business) cum laude with a minor in Anthropology. He started his Wealth Management career as an Investment Advisor Representative for McAdam Financially Advanced before becoming a District Manager. He joined LRVS in January of 2020.
Jake is an avid sailor, even competing in college. Jake lives in Dorchester with his fiancé and two pets. When not in the office, Jake enjoys spending time outdoors in Maine, sailing in the Marblehead Harbor, or traveling internationally.
Marc Instrum
CFP®, CERTIFIED FINANCIAL PLANNER™
Marc Instrum works with individuals and families in the biotech/pharma sectors. As a member of the LRVS Advisory Group, Marc's approach and that of the LRVS's knowledgeable team of professionals are to fully understand his client's needs and objectives and recognize they may change over time. He then creates and executes the most informed and effective financial plans to meet clients' financial and lifestyle goals.
From Western Massachusetts, Marc attended Bentley University, where he studied finance and economics and played intramural soccer, hockey, and softball. Marc started his financial advisor career at McAdam Financially Advanced after college and joined the LRVS team in 2019.
Marc lives in Brookline and enjoys spending time outside at the beach, sporting events, and playing golf.
Michael works with individuals and families in the biotechnology/pharma sectors.
Michael ensures his clients have accurate and timely information to guide their financial goals and decisions. In an industry where markets can be unpredictable, Michael's financial planning approach relies on his diligence in achieving his client's goals.
Michael graduated from Bentley University with a bachelor's in finance, where he played on the men's soccer team. After graduating college, Michael joined as a Financial Advisor at McAdam Financially Advanced and recently joining the LRVS Advisory Group.
Michael lives in Weymouth with his fiancé and enjoys golf, skiing, and playing soccer. In his spare time, Michael is an assistant boys' varsity soccer coach at Weymouth High School and as the head coach for the Boston Bolts soccer team.
Jacqueline graduated from Saint Lawrence University in update New York. After college, she moved to Jackson Hole, Wyoming to work for two separate youth summer programs. To hone her design skills, Jacqueline attended Shillington University in New York City, studying graphic design.
Originally from the Greater Boston area, Jacqueline moved from Wyoming to Boston. She has been working for the LRVS Advisory group since early 2020!
An avid squash player, Jacqueline spends her time playing squash, exploring the city, and with her family.
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72 Sharp Street Suite A-9,
Hingham, MA 02043
We are supported by McAdam LLC.
McAdam is an independent financial advisory firm with a nationwide network of hundreds of advisors operating out of five offices in Philadelphia, Chicago, Boston, Tysons Corner and Central New Jersey. McAdam has developed an intelligent advisory model known as its Advanced Advisory ModelTM. This model integrates all three areas of financial planning: the financial, the personal—and the professional, to help McAdam's clients achieve their goals. With the firm's advanced knowledge and experience we help professionals make informed decisions and provide a new level of clarity and control.
IMPORTANT DISCLOSURE INFORMATION
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC
Headquartered at PKS 80 State Street Albany, NY 12207
Purshe Kaplan Sterling Investments and McAdam LLC dba LRVS Advisory Group are not affiliated companies.
Investments through PKS or RIA are:
NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL • NOT INSURED BY ANY STATE OR FEDERAL AGENCY
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