The staff at McCurdy Investments not only have the knowledge and experience to help you pursue your financial goals, but they also happen to be extremely great folks! Our staff is always ready to address your concerns, answer your questions, and put you at ease.
Meet Dennis McCurdy CIC, CFP®:
Dennis McCurdy CIC, CFP®has been involved in the Insurance, Financial Planning, Investments, Real Estate, Accounting and Tax business since 1973. He founded the Dennis A. McCurdy Insurance Agency in January 1975 and Dennis A. McCurdy & Associates in 1987.
He holds an Insurance Brokers license in the State of Massachusetts. In 1985, he became a Certified Insurance Counselor (CIC). Dennis is a Independent Registered Advisor, also having earned his Series 7 & 63 Securities License from FINRA in 1988. Dennis received his Certified Financial Planner (CFP®) designation in 1990.
Dennis is a member of the Independent Agents of America, The Society of Certified Insurance Counselors, Society of Certified Financial Planners, Financial Planning Association and The National Association of Tax Professionals and a member the of Massachusetts FPA membership committee. He is a member of Village Toastmasters and International Toastmasters. Dennis is also a Vietnam Veteran.
Dennis is also the author of two books, Find A Way: A Guide to Getting the Most Out of Life and 52 Ways to Find A Way. He is also the author of the Find A Way Personal Development Workshop series, and has conducted seminars for the Financial Planning Association, including “P & C for CFP, How to Protect Your Clients Assets.”
FUN FACT! Did you know that Dennis was once the bodyguard for Bob Hope?
Email Dennis: email@example.com
Meet Lindsey Andrew:
Lindsey is a registered Investment Advisor Representative, at McCurdy Investment, LLC She is passionate about helping others and hopes to share her knowledge and experience with clients.
Lindsey graduated Magna Cum Laude from Suffolk University with a Bachelor of Science in Psychology in 2011, although her original plan was to be a math teacher. She began her career in the beverage industry in numerous sales roles, selling some of the most beloved brands for 10 years. Lindsey is also a passionate dancer who remains active by teaching dance at her childhood studio.
Lindsey married her college sweetheart, Ian Andrew, Holland, MA. Together they have two beautiful and happy children- Ethan & Penelope. They reside in Auburn with their two dogs-Monty & Daisy.
Fun Facts: I once had dinner with Bill Clinton, Roger Goodell & Patrick Doyle, the former CEO of Dominos Pizza at the Gen-Youth Gala in 2017.
Jumping out of planes, eating lunch on active volcanos, exploring ancient ruins & swimming in cenotes are some of her favorite adventures.
Email Lindsey: firstname.lastname@example.org