Our Firm

Jane Bourette - Christina Kemprecos - Mary Galvin

 

Jane Bourette

Phone: 508.945.7500
Fax: 508.945.7570
Mobile Phone: 508.864.4448
E-mail: 

Jane Bourette concentrates on retirement income planning.

She helps clients plan so they can reach their retirement income goals with customized financial solutions that help address growing concerns about future tax implications to their accounts, outliving their savings or potential long term care and estate planning needs.

Jane has completed the Ed Slott IRA workshops for advanced retirement distribution planning. She holds her insurance licenses for annuity, life, and long term care insurance. In addition, she currently serves as an Investment Advisor Representative offering advisor services through JWKodak Capital Management, LLC. JWKodak has offices in Chatham, MA, Naples, FL and Austin, TX.*
 
With a positive, energetic and consultative attitude, Jane takes great pride in her attention to detail and reputation for thorough follow up. She is especially focused on the growing needs of women through ongoing workshops as well as her volunteer roles with Cape Cod Women's Association (CCWA) as President. She serves as a mentor/volunteer/supporter with WE CAN Corporation helping women in transition on Cape Cod. She is also a member of the Nantucket Chamber of Commence.
 
Jane attended UNC/Chapel Hill and Northeastern University. With two grown children, she enjoys many fitness activities such as golf, cycling and yoga.

 

Christina Kemprecos

Phone: 508.945.7500
Fax: 508.945.7570
Mobile Phone: 508-776-5723
E-mail: Christi

 

 

Christina Kemprecos, CTFA ("Certified Trust & Fin'l Advisor") is a consultant for Coast to Coast. A resident of Harwich and Dennis since 1962, Christi graduated from Harwich High School, and from the Univ. of Massachusetts with a BA degree in Human Development/Elementary Education. In 1992, she graduated from the School of Banking at Williams College; and attained the designation of Certified Trust and Financial Advisor* through the Institute of Certified Banking (“ICB”).  She continues to maintain this certification with 15 hours or more of continuing education every year.

Christi has spent nearly 40 years in the financial advisory services business, beginning her career in Banking and Trust Services.  She worked for 20 years with Cape Cod Bank & Trust Co., first as a Teller and Teller Trainer, and then for the Trust and Investment Division as a Sr. Trust Administrator and Retirement Services Dept. Head.  In 1996 she began her own company – Secure Future Financial Services, Inc. - to fulfill a need to service and teach clients the importance of planning for their futures and especially for the “milestones” of their lives.  She specializes in Retirement Planning and Trust and Estate Planning, more recently with a concentration on Women’s Issues and Education and Special and Supplemental Needs Trusts.

Over the past 35+ years she has been active and served as President or as a member of the  Board of several community and professional organizations including the Harwich Jaycees, the Cape Cod Ski Club, Cape Cod Museum of Art, Cape Cod Women’s Organization, the Dennis Chamber of Commerce, the Estate Planning Council of Cape Cod, and WE CAN.  Like many of her clients, she enjoys boating, skiing, hiking, reading (when time allows!), traveling, and spending time with her grandchildren.  She currently lives in Dennis Port with her (famous writer) husband, Paul and their two cats.

 

Mary Galvin

Phone: 508.945.7500                                   
Fax: 508.945.7570
Email: Mary@CtoCFP.com                            

Mary Galvin is our Client Services Manager. She has worked in the financial services field in insurance, mortgage and retirement planning for many years. After her husband's retirement as Chief of Police in Wayland, MA, Mary moved to Harwich fulltime, when she joined Secure Future Financial Services in Dennis, MA in 2007 as office administrator and client services associate.    

Mary's responsibilities are assisting clients with account servicing such as balance requests, updating addresses, withdrawals and IRA distributions and preparing and processing account paperwork. She runs a smooth and efficient operation at our Chatham office, often with a friend's dog in tow.
 
Mary lives in Harwich with her husband Gerry, now agent with Jack Conway & Co., Inc. Real Estate.  They have five grandchildren who keep them young!  They play golf, are members of West Dennis Yacht Club and get to as many Cape Cod League and Red Sox games as possible.