David Yousefzadeh

David Yousefzadeh is a CERTIFIED FINANCIAL PLANNER™ practitioner and has been an integral part of the Gagne Wealth Management Group. He applies a wholistic needs based planning approach with the objective of creating financial security and independence through a fully customized plan for our clients.

David has been a Financial Advisor with Northwestern Mutual since 2009. After graduating from Western New England College (University) with a dual bachelor’s in Finance and Accounting he transitioned to a full-time advisor with Northwestern Mutual. David joined the Gagne Wealth Management Group as a Financial Advisor officially in 2012 relocating his office from Springfield to Greenfield, MA. David Yousefzadeh, CFP® holds additional advanced designations of CLU®, ChFC®. He is Series 7 and 66 licensed as well as life, accident/health, and long-term care insurance license across 25+ states.

Merrill has spent the last 15 years building the Gagne Wealth Management Group from the ground up. Surrounding himself with extraordinary advisors and associates creating a culture that always puts the client first. Focusing on goal oriented financial planning, the organization has been able to build a platform that can maximize reward while limiting risk for any goal. Every portfolio the organization builds is unique to the clients goals, moral and ethical values, and risk tolerance. Going through this experience with Merrill truly allows people to feel empowered to accomplish their goals but also educated on how the financial markets function. 

Merrill graduated from the Isenberg School of Management at the University of Massachusetts in 2007. He majored in Finance and Economics with a specialization in Investments. Early on, Merrill was honored as a top producer at Northwestern Mutual including #1 in the Platinum Category for the Eastern Region. 

Stephen has been an Associate Wealth Management Advisor with the Gagne Wealth Management Group since 2016. Stephen’s primary responsibilities include the implementation of the firm’s investment philosophy and process as well as securities & asset allocation research, risk management and performance & economic analysis.

Prior to Gagne Wealth Management Group, Stephen worked for over six years at Massachusetts Mutual Life Insurance Company’s investment firm MML Investor’s Services, LLC where he was a Due Diligence Analyst focused on in depth quantitative and qualitative analysis of third-party investment managers and insurance products.

Stephen holds a Bachelor of Business Administration from the Isenberg School of Management at The University of Massachusetts, Amherst where he graduated cum laude. He also holds a Bachelor of Social and Behavioral Sciences with a concentration in Legal Studies from The University of Massachusetts, Amherst.

Jim has been with the Northwestern Mutual for over four decades, working with his professionals and his business owner clients with a concentration in Risk Management Planning. His focus is in the area Estate Planning and Business Continuation Planning, helping clients meet their long-term financial dreams and goals for them, their families and their business’s. With so many of his clients contemplating retirement and selling their businesses in the last 10 years, Jim spends a fair amount of his time transitioning them to Merrill and his team for their income planning and wealth management needs.

Jim earned his BS in Business Administration from American International College. Jim holds FINRA series 6 and 63 licenses and is licensed in the New England states and beyond. Jim has won many industry awards over the years including the National Association of Insurance and Financial Advisors Quality Award and Million Dollar Round Table.

David has been an Associate Wealth Management Advisor with the Gagne Wealth Management Group since 2013. David’s primary responsibilities center around the implementation of the firm’s investment philosophy and process; such as daily portfolio management, risk management, income planning and macroeconomic analysis.

Prior to Gagne Wealth Management Group, David worked for five years at Greenfield Savings Bank as a commercial credit analyst. His responsibilities included analyzing the creditworthiness of prospective borrowers, stress testing the banks commercial loan portfolio, and making sure the commercial loan department stayed in compliance with FDIC guidelines and regulations.

David attended Babson College in Wellesley, Massachusetts where he earned a double major in entrepreneurship and economics.

Jennifer has been with the Gagne Wealth Management Group since 2023. Her primary responsibilities center around enhancing office efficiency while managing client’s day to day income planning.

Prior to Gagne Wealth Management, Jennifer worked for the City of Greenfield as their Health Director. With over 25 years working in vascular surgery and directing diagnostic imaging laboratories, one common theme for Jennifer is her desire to help the community and its people.

Jennifer attended University of Massachusetts, Amherst where she obtained her MPH focusing on education and policy development.  Her B.S degree was from SUNY Health Science Center in Brooklyn, New York where she majored in Diagnostic Medical Imaging.

Jennifer enjoys spending time with her daughter and assisting with people who are at risk for houselessness at the Survival Center.

Samantha has been with Gagne Wealth Management Group since 2023. Her primary responsibilities center around enhancing office efficiency through strategic marketing initiatives and maintaining an open line of communication with our clients.

Prior to Gagne Wealth Management, Samantha has worked in marketing for a technology start-up as well as a non-profit healthcare company.

Samantha attended Babson College in Wellesley, Massachusetts where she earned a bachelor’s degree in business administration with a concentration in marketing.