Our Team
SFS Family
Tom Simpson
Financial Advisor
Tom truly enjoys helping people and living life to the fullest. In his spare time, he is likely to be found with his wife and children or surrounded by his friends. Tom enjoys traveling to new places and relaxing in the sun.
Brittany Levesque
Director of Operations and Client Relationships
Brittany enjoys making people smile and making new memories. In her spare time, she is likely to be found relaxing outside with her husband, son, and golden retriever. She enjoys baking, gardening, and visiting with friends & family.
Extended Family
Fred Forman
Attorney at Forman Law Group
Fred is long considered one of New England’s top estate planning, elder law, and business attorneys. He has been featured in magazines and in lawyer surveys as a “Top Estate Planning, Business & Elder Law Attorney” and a “Top Lawyer”. His practice areas include estate planning, elder law (including long term care planning), business law and business succession planning, and real estate law. Reach out to SFS today if you feel like Fred could assist you!
Jim Gaddis
Senior Tax Manager at Integrated Tax Consultants
Jim has over 18 years of experience at CPA Firms in tax preparation and client management. As a licensed Maine attorney, Jim specializes in Trusts and Estates and he consults his clients on complex tax matters for individuals and businesses. Reach out to SFS today if you feel like Jim could assist you!
Claire DeLorenzo
Attorney at Forman Law Group
Claire graduated Cum Laude from Suffolk University Law School and focuses her practice in estate planning. Prior to law school, Claire used her undergraduate degree in Cellular and Molecular Biology while performing endocrine research at Massachusetts General Hospital. After deciding to attend law school, Claire fell in love with her first-year property class, and so focused on estate planning for the remainder of her schooling. During her time at Suffolk, Claire was selected to be Chief Content Editor for the Journal of High Technology Law, and also participated in several clubs and organizations. Claire believes her best quality is her thorough approach when addressing the complexities of estate planning, and prides herself on explaining complex legal documents in an easy-to-understand manner.
