Meet Our Team
Brian Doyle is an Executive Managing Partner and Senior Wealth Manager at Doyle and Loughman Wealth Management Group. With over 18 years as a Financial Advisor, he has a specialized combination of knowledge and experience and looks forward to helping clients and their families achieve their goals for many years to come.
After graduating from Brown University, Brian followed his passion for coaching and served as the Head Coach of the Dartmouth Sailing Team for 10 years where he coached the team to a National title. Concurrently, he coached the U.S. Olympic Developmental Sailing Team for six years. Brian was awarded US Olympic Committee’s Developmental Coach of the Year in 2002. He won a World Sailing Championship in 2003.
Brian takes a comprehensive planning approach to helping his clients and their families plan for, prioritize and reach their retirement goals using customized investment strategies that work to build and preserve wealth. Drawing on his background in coaching and knowledge of investments and the markets, he educates clients on the importance of long-term planning and making informed financial decisions at every life stage.
As a designated Private Wealth Financial Advisor, Brian has a deep knowledge of multi-generational planning and can leverage the strength of a team of professionals to guide clients through special situations including tax efficient investing strategies, beneficiary planning, charitable giving, and estate planning strategies.
Brian has earned the distinction of being a Platinum Council Advisor with Wells Fargo Advisors Financial Network each year from 2014 - 2025.
2024-2025: The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by business production from the previous year and professionalism. 2014-2023: The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.
Brian and his wife live in Hanover with their three children and enjoy many winter and summer activities available in the Upper Valley including, skiing, hiking, biking and sailing.
Brian has been recognized as a Barron’s Top 1200 Financial Advisors from 2015 - 2024. We believe this level of recognition is a reflection of his commitment to building strong relationships with his clients and helping implement strategies to help them achieve their goals. 2024 Barron’s Top 1,200 Financial Advisors: Awarded March 2024; Data Compiled by Barron's based on the time period from Oct. 2022 - Sept. 2023. 2023 Barron’s Top 1,200 Financial Advisors: Awarded March 2023; Data Compiled by Barron's based on the time period from Oct. 2021 - Sept. 2022. 2022 Barron’s Top 1,200 Financial Advisors: Awarded March 2022; Data Compiled by Barron's based on the time period from Oct. 2020 - Sept. 2021. 2021 Barron’s Top Financial Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2019 - Sept. 2020. 2020 Barron’s Top Financial Advisors: Awarded March 2020; Data Compiled by Barron's based on the time period from Oct. 2018.- Sept. 2019. 2019 Barron’s Top Financial Advisors: Awarded March 2019; Data Compiled by Barron's based on the time period from Oct. 2017 - Sept. 2018. 2018 Barron’s Top Financial Advisors: Awarded March 2018; Data Compiled by Barron's based on the time period from Oct. 2016 - Sept. 2017. 2017 Barron’s Top Financial Advisors: Awarded March 2017; Data Compiled by Barron's based on the time period from Oct. 2015 - Sept. 2016. 2016 Barron’s Top Financial Advisors: Awarded March 2016; Data Compiled by Barron's based on the time period from Oct. 2014 - Sept. 2015. 2015 Barron’s Top Financial Advisors: Awarded February 2015; Data Compiled by Barron's based on the time period from Oct. 2013 - Sept. 2014 (Source: Barrons.com).
The Barron’s Top 1,200 Financial Advisors ratings are based on the previous year’s assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
He is also recognized as a Forbes Best-in-State Wealth Advisors each year from 2018 -2024. 2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com).2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. 2018 Forbes Best-In-State Wealth Advisors: (Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17. View additional disclosures
CA Insurance License Number: 0F21910. Resident State NH
Executive Managing Partner
Senior Wealth Manager
AAMS
Stephen Loughman, CFP
Executive Managing Partner
Senior Wealth Manager
Steve began his career in 1994 as an options trader and Specialist on the American Stock Exchange in New York City. He spent six years working for the same firm – Group 1 Trading – and became a Principal Partner and Managing Director of the firm.
As a CERTIFIED FINANCIAL PLANNER® practitioner, Steve creates customized investment plans and coordinates each client’s journey towards specific goals and objectives. Collaborating with a growing team of professionals, he derives his greatest joy guiding multi-generational families through investment, insurance, estate investment planning, charity and beneficiary planning.
In 2003, Steve and his wife, Katie, left New York City behind and relocated to Norwich, Vermont. Steve began his career as a Financial Advisor in 2004 with AG Edwards – a predecessor firm to Wells Fargo Advisors. He attained his CERTIFIED FINANCIAL PLANNER® certification in 2005.
Steve and his wife, Katie, are raising three daughters in the Upper Valley. All three children participate in soccer, ski racing, lacrosse, field hockey, music and theater. Katie is very active in the local schools and she is the 7th and 8th grade field hockey coach. Steve has coached youth across for the Norwich Recreation Department for the last 10 years. As a family, the Loughman’s enjoy hiking, fishing, biking, sledding and cooling off in the pond with their three dogs, family and friends.
Steve has earned the distinction of being a Platinum Council Advisor with Wells Fargo Advisors Financial Network each year from 2015 - 2025.
2024-2025: The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by business production from the previous year and professionalism. 2015-2023: The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.
Steve has been recognized as a Barron’s Top 1200 Financial Advisors from 2018 - 2021. We believe this level of recognition is a reflection of his commitment to building strong relationships with his clients and helping implement strategies to help them achieve their goals.
2021 Barron’s Top Financial Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2019 - Sept. 2020. 2020 Barron’s Top Financial Advisors: Awarded March 2020; Data Compiled by Barron's based on the time period from Oct. 2018.- Sept. 2019. 2019 Barron’s Top Financial Advisors: Awarded March 2019; Data Compiled by Barron's based on the time period from Oct. 2017 - Sept. 2018. 2018 Barron’s Top Financial Advisors: Awarded March 2018; Data Compiled by Barron's based on the time period from Oct. 2016 - Sept. 2017. View additional disclosures
Steve has also been recognized as a Forbes Magazine Best-in-State Wealth Advisors each year from 2018 - 2024.
2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com).2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22. 2022 Forbes Best-In-State Wealth Advisors: Awarded April 2022; Data compiled by SHOOK Research LLC based on the time period from 6/30/20 - 6/30/21. 2021 Forbes Best-In-State Wealth Advisors: Awarded February 2021; Data compiled by SHOOK Research LLC based on the time period from 6/30/19 - 6/30/20. 2020 Forbes Best-In-State Wealth Advisors: Awarded January 2020; Data compiled by SHOOK Research LLC based on the time period from 6/30/18 - 6/30/19. 2019 Forbes Best-In-State Wealth Advisors: Awarded February 2019; Data compiled by SHOOK Research LLC based on the time period from 6/30/17 - 6/30/18. 2018 Forbes Best-In-State Wealth Advisors: (Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17. View additional disclosures
Forbes Best-In-State Wealth Management Teams. For 2023, 2024, 2025 and 2026 Doyle Loughman Wealth Management Group was recognized as a Forbes Best-In-State Wealth Management Teams - ranked first in the state of New Hampshire for 2023 & 2024.
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). 2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24. 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22. Fee paid for use of marketing materials. View additional disclosures.
Steve has also earned the Five Star Wealth Manager Award each year from 2018 - 2021*
*The Five Star Wealth Manager award was issued on 9/1/2021 by Five Star Professional (FSP) for the time period 12/20/2020, through 6/7/2021. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively licensed as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. [943 New Hampshire wealth managers were considered for the award; 96 (10 percent of candidates) were named 2021 Five Star Wealth Managers. Visit www.fivestarprofessional.com.
Award issued on 09/1/2020 by Five Star Professional (FSP) for the time period 12/20/2019 through 06/17/2020 928 New Hampshire wealth managers were considered for the award; 91 (10 % of candidates) were named Five Star Wealth Managers.
Award issued on 09/1/2019 by Five Star Professional (FSP) for the time period 12/20/2018 through 06/17/2019 928 New Hampshire wealth managers were considered for the award; 85 (9 % of candidates) were named Five Star Wealth Managers.
Award issued on 09/1/2018 by Five Star Professional (FSP) for the time period 12/20/2017 through 06/17/2018 955 New Hampshire wealth managers were considered for the award; 74 (8 % of candidates) were named Five Star Wealth Managers.
Executive Managing Partner
Senior Wealth Manager
CFP
Brad’s career began with 15 years in the oil and gas industry as a geologist and project manager, where he managed large-scale projects across the United States, Canada, Africa, Europe, and Australia. While still working full-time in the oil and gas sector, he began his transition into wealth planning and wealth management. He went on to attain his CERTIFIED FINANCIAL PLANNER® certification, and build a wealth management business
Working closely with clients to help them achieve their financial goals and feel confident about their financial decisions, Brad takes pride in guiding clients through complex financial situations and celebrating milestones - such as helping children attend college or reaching retirement.
Brad, a Middlebury College alum with family ties to the Upper Valley, joins Doyle and Loughman Wealth Management Group from Boulder, Colorado. He is actively involved in his community, coaching youth hockey and having served on the boards of the North Boulder Little League and the Family Learning Center. Brad enjoys teaching life lessons through sports and supporting educational programs for lower-income families. Brad also enjoys playing sports, hiking, biking, and spending time outdoors with his family.
Wealth Advisor
CFP
Before transitioning into her advisory role, Kristen served as a Senior Registered Client Associate, where she built strong client relationships and ensured that service needs were met with accuracy, care, and efficiency. Her earlier experience includes serving as Office Manager and Compliance Officer for Mascoma Wealth Management, as well as Teller and Lead Teller positions at Citizens Bank and Mascoma Bank. These roles provided her with a strong foundation in client service, operational excellence, and regulatory awareness; skills she continues to draw on in her advisory work today.
One of the biggest inspirations behind Kristen’s decision to become a financial advisor was the noticeable lack of women in the field. Throughout her career, she has seen first-hand how many clients, especially women, feel more comfortable discussing their financial lives with someone who truly understands their experiences and perspectives. She also became increasingly aware of how often women’s voices were missing from financial conversations, despite the essential role they play in managing households, building careers, and planning for the future. Stepping into the advisor role gives her the opportunity to help change that. She’s committed to creating a welcoming, judgment‑free space where women feel empowered to engage confidently with their finances and where their perspectives are valued. That sense of purpose continues to guide the way she supports and advocates for her clients every day.
A lifelong resident of the Upper Valley, Kristen enjoys the strong sense of community the region offers and loves raising her family where she grew up. She and her husband live in Wilder with their two children and French Bulldog, Pepper. Outside of work, she finds joy in spending time with family and friends, decorating intricate sugar cookies, and diving into a variety of creative crafts. She also loves a good puzzle and a good book, both of which give her a chance to unwind and recharge.
Financial Advisor
AAMS
She began working at AG Edwards in 2000, a predecessor firm to Wells Fargo Advisors and has worked in the same office throughout her financial services career.
Her educational background includes studying business and accounting at Plymouth State College and New Hampshire Technology College. Michele has also earned the Accredited Asset Management SpecialistSM (AAMS®) designation. To earn her AAMS® designation, she completed a course of study encompassing investments, insurance, tax, retirement, and estate planning issues. She also maintains her Series 7 and Series 66 securities registrations.
Michele is active in the community and an avid volunteer for Kiwanis of Claremont, NH. She also volunteers for the Boston Marathon and the Appalachian Mountain Club. She loves the outdoors and enjoys hiking, kayaking, snowshoeing and downhill skiing. She resides in Lebanon, NH after living in Cornish for most of her life. Michele has two adult daughters and three grandchildren.
Office Manager
Financial Consultant
AAMS
Jessica Matheson, AAMS
Administrative Manager
Senior Registered Client Associate
For the past 15 years, Jessica worked as a licensed insurance agent at Clark Mortenson Insurance Agency in Claremont, New Hampshire, working her way up to the role of a Senior Account Executive.
Jessica is active in the community and has volunteered at the Keene Family YMCA, joined in highway clean up events over the years and participated in the National Wreaths Across America Day, on December 14, 2019, where she and other volunteers helped to remember and honor veteran’s by placing wreaths on their graves.
Originally from Westfield, Massachusetts, Jessica lives in Claremont with her husband and son. They enjoy spending time together bowling, fishing and camping.
Administrative Manager
Senior Registered Client Associate
AAMS
Nancy has over 38 years of financial services experience and began her career with Indian Head Bank/Fleet Bank as a Teller. Over her 14 years at the firm, she worked her way up to Head Teller. She joined AG Edwards in 1995, a predecessor firm to Wells Fargo Advisors. Nancy holds her Series 7 and Series 66 securities registrations.
She and her husband live in Unity, NH and have one son, two step-sons and five grandchildren. In her spare time, Nancy enjoys sewing, crafting and reading – both for personal enjoyment and as part of the Wells Fargo Reading First program.
Senior Registered Client Associate
Karen has been with the Hanover branch of Wells Fargo Advisors for over 20 years. After earning an Associate’s Degree from Bay Path College in Longmeadow, Massachusetts, she worked in the advertising industry in Boston for many years. Upon returning to her home state of Vermont, Karen became an active member of the Order of the Eastern Star, a fraternal charitable organization assisting those in need locally and worldwide.
Karen is now residing in Lebanon, and enjoys family time with her Mom nearby and daughter Caroline in Austin, Texas.
Senior Client Associate
Prior to joining the team, Caroline served as Office Manager at Mount Royal Academy for five years and spent 13 years as Operations Manager in the Development Office at Thayer Academy. In these roles, she built a reputation for efficiency, problem-solving, and thoughtful service—skills that translate seamlessly into her work in wealth management. She holds a Bachelor of Arts degree from Gettysburg College.
In her current role, Caroline is often the first point of contact for clients and takes pride in ensuring every interaction is handled with care, accuracy, and responsiveness. Caroline enjoys the collaborative culture of the Doyle and Loughman team and enjoys working closely with colleagues to find solutions to new challenges.
Outside of the office, Caroline enjoys spending time with her husband and two children. Together, they love traveling, skiing, and cooking as a family.
Client Associate