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RETIRE HAPPY

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WE ARE MJ

WE ARE MJ

OUR MISSION. OUR GOALS. OUR PURPOSE.
WE ARE MJ. AND WHAT GETS US GOING EVEN MORE THAN A JOLT FROM BOLD COFFEE IS KNOWING WE CAN HELP DESIGN THE RETIREMENT YOU’VE ALWAYS IMAGINED. SO HOW ABOUT WE SIT DOWN AND CHAT ABOUT YOUR GOALS OVER A FRESHLY BREWED CUP OF JOE. 

“YOU ARE NEVER TOO OLD TO SET NEW GOALS OR DREAM A NEW DREAM.”
– C.S. LEWIS

MJ TEAM

John Blanchard

JOHN BLANCHARD

MANAGING PARTNER

DALE DOUCET

INVESTMENT ADVISOR

EMILY FREYOU

CLIENT SERVICES REPRESENTATIVE

Cole Frederick

COLE FREDERICK

CLIENT SERVICES REPRESENTATIVE

Hailey Domingue

HAILEY DOMINGUE

CLIENT ONBOARDING REPRESENTATIVE

Malorie Wade

MALORIE WADE

ADMINISTRATIVE COORDINATOR

Caleb Frederick

CALEB FREDERICK

CPA

Kathryn Leblanc

KATHRYN LEBLANC

MARKETING COORDINATOR

Brian Leleux

BRIAN LELEUX

DIRECTOR OF MARKETING

EMAIL
JOHN BLANCHARD

RETIRE HAPPY

MATTHEW JAMES
TAX & WEALTH MANAGEMENT

EMAIL
DALE DOUCET

RETIRE HAPPY

MATTHEW JAMES
TAX & WEALTH MANAGEMENT

EMAIL
EMILY FREYOU

RETIRE HAPPY

MATTHEW JAMES
TAX & WEALTH MANAGEMENT

EMAIL
COLE FREDERICK

RETIRE HAPPY

MATTHEW JAMES
TAX & WEALTH MANAGEMENT

EMAIL
HAILEY DOMINGUE

RETIRE HAPPY

MATTHEW JAMES
TAX & WEALTH MANAGEMENT

EMAIL
MALORIE WADE

RETIRE HAPPY

MATTHEW JAMES
TAX & WEALTH MANAGEMENT

EMAIL
CALEB FREDERICK

RETIRE HAPPY

MATTHEW JAMES
TAX & WEALTH MANAGEMENT

EMAIL
KATHRYN LEBLANC

RETIRE HAPPY

MATTHEW JAMES
TAX & WEALTH MANAGEMENT

EMAIL
BRIAN LELEUX

RETIRE HAPPY

MATTHEW JAMES
TAX & WEALTH MANAGEMENT

SEND US A MESSAGE

MATTHEW JAMES
TAX & WEALTH MANAGEMENT

YOUR DTS BROCHURE

If you also requested a call, we’ll be in touch to schedule a time that works best for you. Please check your inbox for your email confirmation.

RETIRE HAPPY

MATTHEW JAMES
TAX & WEALTH MANAGEMENT