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, beneficiary planning, charitable giving, and advanced estate planning strategies.

Brian has earned the distinction of being a Platinum Council Advisor with Wells Fargo Advisors Financial Network each year from 2014 - 2024. The Platinum Council (previously known as Premier Advisor) distinction is held be a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

Brian has been recognized as a Barron’s Top 1200 State By State Advisors from 2015 - 2023. 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. 2023 Barron’s Top 1,200 State By State 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 State By State Advisors: Awarded March 2022; Data Compiled by Barron's based on the time period from Oct. 2020 - Sept. 2021. 2021 Barron’s Top 1,200 State By State Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2019 - Sept. 2020. 2020 Barron’s Top 1,200 State By State Advisors: Awarded March 2020; Data Compiled by Barron's based on the time period from Oct. 2018.- Sept. 2019. 2019 Barron’s Top 1,200 State By State Advisors: Awarded March 2019; Data Compiled by Barron's based on the time period from Oct. 2017 - Sept. 2018. 2018 Barron’s Top 1,200 State By State Advisors: Awarded March 2018; Data Compiled by Barron's based on the time period from Oct. 2016 - Sept. 2017. 2017 Barron’s Top 1,200 State By State Advisors: Awarded March 2017; Data Compiled by Barron's based on the time period from Oct. 2015 - Sept. 2016. 2016 Barron’s Top 1,200 State By State Advisors: Awarded March 2016; Data Compiled by Barron's based on the time period from Oct. 2014 - Sept. 2015. 2015 Barron’s Top 1,200 State By State 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 State By State 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 Advisor 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 (Source: Forbes.com). 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 (Source: Forbes.com). 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 (Source: Forbes.com). 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 (Source: Forbes.com). 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 (Source: Forbes.com). 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 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Forbes Top Wealth Management Teams – Private Wealth. For 2022 and 2023 The Doyle Loughman Wealth Management Group of Wells Fargo Advisors was recognized as a Forbes Top Wealth Management Teams - top 100 in the nation. 2023 Forbes Top Wealth Management Teams: Awarded November 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. 2022 Forbes Top Wealth Management Teams: Awarded November 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Top Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Private Wealth designates advisors whose account sizes are typically $10mm and above, though may have accounts with lower amounts.

Forbes Best-In-State Wealth Management Teams – Private Wealth. For 2023 and 2024 The Doyle Loughman Wealth Management Group of Wells Fargo Advisors was recognized as a Forbes Best-In-State Wealth Management Teams - ranked first in the state of New Hampshire for 2023 and 2024. 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 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Private Wealth designates advisors whose account sizes are typically $10mm and above, though may have accounts with lower amounts.

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.



CA Insurance License Number: 0F21910. Resident State NH

Steve Loughman is an Executive Managing Partner and Senior Wealth Manager at Doyle and Loughman Wealth Management Group. A CERTIFIED FINANCIAL PLANNER™ practitioner, Steve’s primary responsibilities include portfolio management, investment planning and portfolio construction.

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, tax, 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 has earned the distinction of being a Platinum Council Advisor with Wells Fargo Advisors Financial Network each year from 2015 - 2024. The Platinum Council (previously known as Premier Advisor) distinction is held be a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

Steve has been recognized as a Barron’s Top 1200 State By State 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. 2023 Barron’s Top 1,200 State By State 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 State By State Advisors: Awarded March 2022; Data Compiled by Barron's based on the time period from Oct. 2020 - Sept. 2021. 2021 Barron’s Top 1,200 State By State Advisors: Awarded March 2021; Data Compiled by Barron's based on the time period from Oct. 2019 - Sept. 2020. 2020 Barron’s Top 1,200 State By State Advisors: Awarded March 2020; Data Compiled by Barron's based on the time period from Oct. 2018.- Sept. 2019. 2019 Barron’s Top 1,200 State By State Advisors: Awarded March 2019; Data Compiled by Barron's based on the time period from Oct. 2017 - Sept. 2018. 2018 Barron’s Top 1,200 State By State Advisors: Awarded March 2018; Data Compiled by Barron's based on the time period from Oct. 2016 - Sept. 2017. The Barron’s Top 1,200 State By State 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.

Steve has also been recognized as a Forbes Magazine Best-in-State Wealth Advisor 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 (Source: Forbes.com). 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 (Source: Forbes.com). 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 (Source: Forbes.com). 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 (Source: Forbes.com). 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 (Source: Forbes.com). 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 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Forbes Top Wealth Management Teams. For 2022 and 2023 The Doyle Loughman Wealth Management Group of Wells Fargo Advisors was recognized as a Forbes Top Wealth Management Teams - top 100 in the nation. 2023 Forbes Top Wealth Management Teams: Awarded November 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/22 - 3/31/23. 2022 Forbes Top Wealth Management Teams: Awarded November 2022; Data compiled by SHOOK Research LLC based on the time period from 3/31/21 - 3/31/22 (Source: Forbes.com). The Forbes Top Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Forbes Best-In-State Wealth Management Teams. For 2023 and 2024 The Doyle Loughman Wealth Management Group of Wells Fargo Advisors was recognized as a Forbes Best-In-State Wealth Management Teams - ranked first in the state of New Hampshire for 2023 and 2024. 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 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

Steve has also earned the Five Star Wealth Manager Award each year from 2018 - 2021*

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.

*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.

Michele Mardanes is a Senior Registered Client Associate and Office Manager at Doyle and Loughman Wealth Management Group. Michele’s role on the team includes serving as a first point of contact for clients and working to help them with questions regarding their investments and servicing issues.

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.

Nancy St. Aubin is a Senior Registered Client Associate at Doyle and Loughman Wealth Management Group. Her main focus on the team is to listen to clients, answer questions and provide exceptional service to help meet their financial needs.

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.

Jessica Matheson is a Senior Registered Client Associate with Doyle & Loughman Wealth Management Group. She joined the team in 2019 and is dedicated to handling client service needs.

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.

Karen Price is a Senior Client Associate at Doyle and Loughman Wealth Management Group.  Karen’s role includes assisting with various operational tasks for our clients and the office.  Karen sits behind the reception desk and is our first point of contact in the office.

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.

Miki Thomas is a Senior Registered Client Associate with Doyle and Loughman Wealth Management Group.  She became part of the team in 2021.  Miki is committed to giving clients superior service and the highest quality assistance in every way possible.

Miki has worked in the Financial Services industry for over 25 years.  She started her career as a teller and worked her way up to Office Manager of a local bank in Claremont, NH.  Through the years, she has built a reputation for exceeding her client’s expectations and helping them achieve financial success.

Miki enjoys serving her community and has volunteered for many organizations over the years. Her favorites include Crafting with Kids, Good Beginnings Mentorship Program, Junior Achievement, and Operation Christmas. 

Miki currently lives in Unity, NH with her husband and her dog.  They love traveling and spending time with their three sons and two daughters.

Kristen is a Senior Registered Client Associate with Doyle & Loughman Wealth Management Group. With over 9 years of experience in the financial services industry, she joined the team in the spring of 2022 and works to provide exceptional client service and works to make sure each client’s service needs are met in a timely and accurate fashion.

Prior to joining the team, she gained experience as the Office Manager and Compliance Officer for Mascoma Wealth Management. She also worked as a Teller and Lead Teller at Citizens Bank and Mascoma Bank respectively.

Kristen and her husband live in Wilder with their 2 young children and French Bulldog, Pepper. She enjoys spending time with family and friends, baking and decorating custom sugar cookies, and crafting.