About Us

Our team, based in Hudson, MA, is made up of a dynamic and experienced team of registered financial advisors who are well suited to assist you in creating a comprehensive financial plan.

David Laliberte

Branch Manager & Sr. Investment Advisor

David Laliberte is a Financial Advisor with over 20 years of experience as a Financial Advisor. David also has 7 years of experience as a supervisor and is the Branch Manager for the Hudson, MA branch office of Vanderbilt Financial Group.

His business is focused on helping each individual client meet their financial needs. He understands that each client has their own individual ideas on how to work towards reaching their goals, so he maps a unique financial plan for each client. David’s says his detailed plan allows him to “play offense and defense” to help his clients grow their assets while protecting them in uncertain market conditions.

David is a Registered Representative, General Securities Principal, and an Investment Advisor Representative. He also holds Life, Accident & Health Insurance licenses.

Gregory Mistovich

Sr. Wealth Manager

Gregory Mistovich is a Senior Wealth Manager with over 40 years of experience in the industry as a Registered Representative and Investment Advisor Representative.

After articulating each individual client’s investment objectives and risk parameters, Greg focuses on capital growth and capital preservation investment management strategies to navigate both bull and bear markets, using a deep proactive playbook to assist making investment decisions.

David Litras

Financial Advisor

David Litras is a Financial Advisor with over 20 years experience in the Financial Services industry as a Registered Representative and Investment Advisor Representative. David’s portfolio management style includes using technical analysis while implementing tax strategies and options strategies along with a diversified asset allocation. David also holds Life, Accident & Health Insurance Licenses.

David is a Registered Representative, General Securities Principal, and an Investment Advisor Representative. He also holds Life, Accident & Health Insurance licenses.

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