Getting To Know The NewDay Team!

Team photo

Kathleen M. Thomas

President
Lead Wealth Advisor

Kathleen has more than 23 years of experience in the financial services industry and holds several professional designations. She is a Certified Investment Management Analyst, Chartered Life Underwriter and a Certified Financial Planner practitioner.

In addition to financial planning, Kathleen offers expertise in many other key areas, such as retirement planning, estate planning, investment management, insurance planning, tax strategies and employee benefits. She works diligently to bring all elements of each client’s financial life cohesively together and to help ensure that their assets are well-aligned with their overall plan.

Before establishing NewDay Solutions, Kathleen was a private wealth advisor at Ameriprise Financial Services in Hampton for over two decades. She builds loyal, long-standing relationships, and many of her earliest clients are still with her today.

For five years, Kathleen provided financial guidance to listeners of Boston’s talk radio show “In the Money.” She is currently writing a book for financially savvy females, due out in 2017.

Kathleen is a member of the Investment Management Consultants Association and the Financial Planning Association. She earned bachelor’s degrees in finance and political science from Salem College.

Originally from Newton, Massachusetts, Kathleen moved to Cape Cod with her family, where she graduated high school and first established her love of life by the sea. Since college, every move has been closer to the ocean. Today, she lives in Seabrook Beach, New Hampshire, with her husband, John. They have a daughter, Jackee.

In her free time, Kathleen enjoys participating in long-distance triathlons and road racing. She has run in the Boston Marathon seven times and the Ironman Distance Triathlon three times. She also spends her free time volunteering as a coach and mentor for Girls on the Run New Hampshire and Team in Training, a charity that trains athletes for marathons, triathlons and cycling events to raise money to fund blood-borne cancer research. Kathleen is a member of Our Lady of the Miraculous Medal church.

CFP® | Certified Financial Planner
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Tammy L. Symons

Wealth Advisor

Director of Advice Services, Certified Financial Planner and Wealth Advisor: Tammy Symons knows this is the field she belongs in. “I believe everybody deserves the opportunity of wealth, and I enjoy helping them plan for it.”

Tammy Symons takes a personal approach with all of her clients as a CFP®. Tammy wants each client to know that there is a solid financial plan in place to allow them to live their lives with confidence. Tammy meets with clients regularly and reviews where they are, where they wish themselves to be and helps them achieve their goals with an in depth financial plan. She has the ability to explain even the most complex financial matters in a simple, straightforward manner, so clients always have a clear understanding going forward.

Tammy has been with NewDay Solutions since 2011. She helps achieve their goals through wealth management, tax advice and risk management, but also helps clients during significant milestones in their life (such as marriage, children, home buying, changing jobs, and death in the family, etcetera). The job is much more than just numbers, it’s an art. Finding balance between numerically what makes sense and what helps you sleep at night is the key to any financial choice you make, and is what Tammy does best.

 Tammy’s goals are to live a comfortable, healthy life with her family and to continue growing Newday Solutions. In addition, Tammy is currently attending Southern New Hampshire University for her MBA.

Born and raised in New Hampshire, Tammy lives in Derry with her husband, Ian, son, Douglas and dog, Lexi. As a family they enjoy living a simple life, spending their free time outside as much as possible to soak up all the seasons of New England. Together they spend many days skiing and enjoying Big Island Pond with their friends, family and community.

CFP® | Certified Financial Planner
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Stephen A. Coopersmith

Portfolio Analyst

From a small town in South Bristol, Maine, Stephen A. Coopersmith attended Saint Joseph’s college and graduated cum laude with a double major in finance and accounting. Pursuing a career in finance, Stephen joined NewDay Solutions in 2013. Since joining the team, Stephen has received his Certified Financial Planner™ and Certified Investment Management Analyst® certification. Stephen is motivated and very goal oriented which makes him a perfect fit for NewDay Solutions.

Today Stephen is a portfolio analyst for NewDay Solutions. Stephen’s main focus is on portfolio construction and analysis, and overlooks client assets. In addition, Stephen works with clients on money movement transactions, one off requests and assists in the internal operations. He enjoys providing a positive experience and implementing investment strategies designed to help clients achieve their financial goals. As a Certified Financial Planner™ practitioner, Stephen customizes comprehensive financial plans for client life events. In addition to analyzing markets and portfolios, his areas of expertise include investment planning, tax strategies and estate planning.

Despite Stephen’s reserved persona, he proclaims that life is too short and to focus on what you love to do. Each year he writes down goals in areas of his life that are important to him and makes each year count. He believes in accuracy, attention to detail, being receptive to change, being a lifelong learner, and loving what you do.

Stephen is currently living in Lee, New Hampshire, with his wife, Ashley and newborn daughter, Natalie. Together they enjoy visiting National Parks and plan to travel too all 50 states. In his free time he enjoys being with his family, hiking NH Mountains, running marathons and spending time on the lake to fish and kayak. “I love being a father. There’s no better feeling in the world then having your child smile back at you. I’m a lucky man.”

CFP® | Certified Financial Planner
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Jayne Veilleux

Client Concierge

Jayne helps our clients with any questions or needs, and helps our team and office run efficiently. Always personable and prompt with her responses, Jayne enjoys helping people and interacting with our clients. Jayne has been working together with Kathleen for more than 10 years, first as an administrative assistant and then as client concierge. When Kathleen established NewDay Solutions, Jayne was named Director of Operations and Brand Awareness.

Throughout her career, Jayne has been active in serving her community. She has been a member of the Exeter Area GFWC for more than 20 years, served as its president four times, and attends the annual convention whenever possible. She volunteers at the Exeter GFWC’s Yuletide Fair as co-chair of the cookies and fudge table. She also helps with the club’s “Expanding Your Horizons” Conference, where young girls are introduced to women with careers in science, technology, engineering and math. Jayne is also a member of the GFWC Legacy Woman’s Club and GFWC-New Hampshire, and served as the state education chairperson for several years. In addition, she has served as chair of the Exeter Elementary School Board.

Before joining NewDay Solutions, Jayne served as a client concierge and administrative assistant. Jayne is from Exeter, New Hampshire, where she attended school and graduated from Exeter High. She lives in Exeter today with her husband, Dan, and daughters, Ashley and Brittany. In her free time, Jayne enjoys going to country music concerts with her husband, family and friends.

Joseph T. Neff

Case Manager

NewDay Solutions is a growing, thriving firm, and as a result it’s important for us to grow our advisory group to meet the increasing needs of our clients.

Joseph Neff came to NewDay Solutions with a strong educational background in economics, and the desire to figure things out financially. Joe has a passion for problem solving, which lends itself to help clients solve their financial challenges. One of Joe’s core disciplines is that when he commits to a project he likes to see it through to the finish. Needless to say, in our business, it’s really important.

Joe completes the majority of financial plans for our firm, as well as research on various financial topics. Joe is currently working for his CFP® certification with the goal of being a full service financial advisor at NewDay Solutions. Joe lives with his wife, Erin and their dog, Sam, in Newmarket, NH. In his spare time, Joe thrives on the challenge of the martial arts. He has achieved a 2nd degree black belt in Kenpo and has also climbed to a purple belt in Brazilian Jiu-Jitsu; all while training other enthusiasts along the way.

Jeanne Caito

Administrative Assistant

Jeanne assists our team in scheduling client meetings, processing reports and documents and handling administrative duties. Before joining our team, Jeanne was a receptionist at Thomas & Associates in Hampton, and an office manager for a dental practice in Manchester. She earned a bachelor’s degree in management from Keene State College.

A New England native, Jeanne lives in Epping, New Hampshire, and has four sons, Steve (his wife, Sarah), Paul, Thomas and Brian.

Elizabeth K. Hellard

Bookkeeper

Elizabeth has more than 17 years of experience in the financial services industry. She helps us maintain the high level of service we provide to our clients. Knowledgeable and responsive, she provides timely, accurate and meaningful answers to our clients’ questions and makes sure their needs are always her first priority.

Before joining NewDay Solutions, Elizabeth served as operations manager and assistant to the group vice president at Ameriprise Financial. She attended Widener University in Chester, Pennsylvania. Elizabeth is from Philadelphia and lives today in Exeter. She has a son, Kevin.

Colleen Lawson

Case Manager

Colleen’s role at NewDay Solutions is to provide valuable support for our financial advisors. She manages a wide range of operational duties, including handling client service requests and maintaining clients’ profiles and account documentation. She strives to consistently provide timely and accurate information to support clients as they pursue their financial goals.

Colleen has a background in administration and sales with a commitment to thoroughness, accuracy and client services.

Colleen attended Atlantic Business College, Fredericton, NB Canada.

Born and raised on a farm in New Brunswick, Canada, Colleen moved to New Hampshire in 1987 where she raised three children; Monique, Dylan and James. She lives on the Seacoast with her partner John, two sons, Bob a Manx cat and two Toy Fox Terriers, Cricket and Bean.

Colleen finds her Zen time working in her gardens and loves to cook.

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