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Our Team

A relaxed setting to strategize your financial future. 

Our team members began their careers at large, impersonal institutional investment firms, and believed there had to be a better way to work with clients. We created Haven Private Wealth, making it our mission to create an inviting place where you feel relaxed and reassured as we work through all your financial, retirement, and estate planning needs.

Welcoming people at all points in their financial journey. 

With years of experience under our belts, we are passionate about helping people reach their lifelong goals. No matter where you’re at in your career or what your level of wealth is, you’ll feel welcome here and can expect a superior level of service. We’ve purposefully built a firm that comes across as boutiquey but also user-friendly, with a casual environment so you feel comfortable talking about the things in your life that matter most.

Theodore Quillen

Theodore Quillen IV, CFP®, AIF® 

Managing Partner & Financial Advisor

Since starting in the financial services industry over 20 years ago, Ted has been committed to assisting Clients in reaching their investment and retirement goals. Through his easygoing personality and a conservative approach, Ted...
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Nicholas Frake

Nicholas Frake

Managing Partner & Financial Advisor

With over two decades of experience in the financial services industry, Nick brings a thoughtful, client-first approach to every relationship. He believes that financial planning is more than numbers – it’s about understanding your...
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Bill Gallagher

Bill Gallagher

Financial Advisor

With more than 25 years of experience in the financial services industry, Bill brings deep expertise and a steady, client-first approach to helping individuals and families achieve their financial goals. He belives that sound financial...
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Jim Everlof

Jim Everlof

Financial Advisor

With over 29 years of experience in the financial industry including 15 as Financial Advisor, Jim Everlof is dedicated to helping clients achieve their financial goals through personalized planning and strategic investment advice. Jim...
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Amy Pollock

Amy Pollock

Client Relationship Manager

Amy has been serving clients in the financial services industry since early 2016, bringing nearly a decade of experience to her role as Client Relationship Manager. She works closely with clients to ensure their needs are met with care...
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Adding comfort through our partnership with Commonwealth.

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Our Broker/Dealer

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Commonwealth Research Team

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Commonwealth Advanced Planning Team

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Commonwealth Retirement Team

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Sit back, relax, and let’s get started.

Enjoy the comfort of a comprehensive financial plan with Haven Private Wealth. Connect with us today.

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