Matt Simard, cofounder of Northeast Retirement Solutions, has more than a decade of experience in helping his clients achieve their financial goals. He focuses on working with individuals, helping them develop and implement retirement planning strategies to assist them in their future pursuits. Matt utilizes a strict investment discipline when customizing diversified portfolios with his clients, which helps to preserve wealth and provide income throughout an extended number of years.
Matt is a graduate of Colby College, where he earned his BA in economics with a focus in financial markets. In addition, he holds the Chartered Retirement Planning CounselorSM designation.
Matt lives in Auburn with his wife, Mariah, and their daughters: Autumn, Sophie, Avery, and Lorelai. He and his family enjoy spending time hiking and golfing throughout the summer and skiing in the winter. Matt sits on the board of Advocates for Children and is actively involved in the Lewiston-Auburn community in which he grew up.
Matthew Simard is proud to have been recognized as a President's Club advisor for 2017—a distinction based on annual production attained by 15 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes President's Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. President's Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.
Registered Client Associate
Tara has over fifteen years of experience in the financial industry, with a commitment to making sure both new and existing clients have a consistent and high-quality service experience. She provides support to assist clients throughout the investment planning process.
Tara lives in Oxford with her husband, Josh, and their two children, Max and Lily. She enjoys photography and gardening, and loves to cook for family and friends. She currently sits on the board of Community Concepts Inc and Community Concepts Finance Corporation.
Registered Client Associate
Mariah Robinson Simard is a graduate of the University of Southern Maine with a Bachelor of Science in Business and a minor in Economics. After spending 17 years with Mechanics Savings Bank as a VP Retail Lending Manager, Mariah transitioned to Northeast Retirement Solutions as a Registered Client Associate.
Mariah has her Series 7, 66 and Life & Health Insurance licenses and continues to expand her learning so she is able to help her clients navigate through the increasingly complex financial environment.
Mariah is firmly committed to long-term client relationships. She works closely with her clients to make sure their investment strategy and financial plan continue to be tailored to their specific needs.
Mariah lives in Auburn with her family and enjoys traveling, hiking and skiing. Mariah is active in the community and is a member of the Education Council of United Way.
Before joining Northeast Retirement Solutions in March 2014, Peg worked at TD Bank, managing several IT departments over her 24 years there. Peg now focuses on supporting the Northeast team, working on special projects and also provides IT support.