Brendan M. Maloy, CFP®
Principal/Owner
Brendan M. Maloy is a CERTIFIED FINANCIAL PLANNER™ practitioner at Insight Financial Horizons. He is committed to helping individuals and families achieve their goals by providing the maximum level of service through all phases of the wealth planning cycle: accumulation, preservation, and distribution. His main areas of focus are retirement strategies, asset management, investment services, college funding, and estate planning.
Brendan earned a bachelor’s degree from Boston College in 2000 and a certificate in Financial Planning from Boston University. Brendan is a registered representative and investment adviser representative of Commonwealth Financial Network, Member FINRA/SIPC, and holds FINRA Series 7 and 66 licenses. He is also an active member of the Financial Planning Association of Massachusetts (FPA® MA).
To maintain his expertise in an ever-changing landscape, Brendan regularly attends conferences and workshops covering the economy and markets, investment ideas, Social Security, financial products, estate planning, technology, and ethics.
With a diverse background and entrepreneurial spirit, Brendan is poised to continue the legacy of helping clients with financial decision-making started by his grandfather, Frederick W. Doyle, over 60 years ago.
Brendan lives in Danvers, Massachusetts, with his wife and two daughters. He enjoys traveling, running, golf, basketball, and all of Boston’s sports teams.
Dianne H. Webster, CFP®, AIF®, CLTC
Principal/Owner
Dianne Webster is a CERTIFIED FINANCIAL PLANNER™ practitioner and a principal of Insight Financial Horizons. Dianne's experience spans more than 25 years in the financial services field, serving both corporate and individual clients. She currently focuses on helping individuals and families create a vibrant life through wealth management and strategic life planning. She is especially interested in issues of retirement, such as retirement income, housing, and health care, so that clients may enjoy life outside of full-time work. Dianne's clients include women, families, pre-retirees, and those who are retired, who want to make smart decisions about their money.
Dianne has long been engaged in her professional community. She is an active member of the Financial Planning Association®. She served as president and chair of the 1,000-member Massachusetts Chapter and welcomed 3,000 financial planners to the city of Boston for FPA's 2008 National Conference. Her remarks illustrated the conference theme, "Revolutionary Thinking," by telling the true story of Paul Revere and his midnight ride of April 1775. Throughout the past several years, Dianne has also participated in boards and committees of the International Coach Federation, Money Quotient, and the Life Planning Network. She gives back to her community as an active member of Rotary International.
Dianne is a registered representative and investment adviser representative of Commonwealth Financial Network, Member FINRA/SIPC. She is a CERTIFIED FINANCIAL PLANNER™ practitioner and an Accredited Investment Fiduciary® (AIF®), and she is Certified in Long-Term Care (CLTC). To maintain her qualifications, Dianne attends conferences and workshops covering the economy and markets, investment principles, pensions and Social Security, financial products, estate planning, social trends, ethics, and other topics of importance in a constantly changing world.
A graduate of Northeastern University with an MBA from Boston University, Dianne has the credentials and life experience to help you create and implement a plan that integrates your personal and financial goals.
Dianne enjoys knitting, travel, and entertaining guests at her home on Lake Attitash. On a rainy day, you can find her reading a great book, curled up with her pet cat on her lap.
Howard Nellhaus, CFP®, CRPC®, ChFC®
Financial Advisor
Howard's passion is to help his clients work towards achieving their retirement goals and dreams. To that end, he has been providing retirement and financial planning and wealth management services to his clients since 1998. He is able to draw upon his extensive background and experience to educate and assist his clients in building and working towards their financial goals. He delights in making retirement planning and investment concepts fun to learn and easy to understand.
Howard currently holds the Chartered Retirement Planning CounselorsM, Chartered Financial Consultant®, and CERTIFIED FINANCIAL PLANNER® professional designations. Howard graduated from The George Washington University with a B.A. in Urban Affairs. He received his law degree from Suffolk University Law School and earned his Master of Laws in Taxation from the Boston University School of Law.* Prior to becoming a full-time financial planner in 1998, Howard practiced estate planning and tax law, which allows him to work easily with a client's tax and legal advisors in a holistic team approach towards helping a client reach his or her goals. Howard enjoys hiking, skiing, local walks, and spending time with his family.
*Not engaged in the practice of law and does not provide legal services individually or on behalf of Insight Financial Horizons or Commonwealth Financial Network®
Linda Burke
Client Service Manager
As client service manager, Linda focuses on providing clients with excellent customer service in addition to managing the many details that keep a busy office on track. Linda’s commitment ensures skilled, timely answers to client questions and due diligence to outstanding matters. Her positive attitude, discretion, innovation, and professionalism complement Insight Financial Horizons’ commitment to excellence.
Earlier in her career, Linda provided companion care for elders in her community. Issues of aging, especially those associated with Alzheimer’s disease, remain a special passion of hers.
Linda and her husband live in Beverly, MA. She enjoys playing pickleball, tending to her gardens, entertaining family and friends, and spending time with her grandchildren.
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All the insights we need to build you a solid financial plan are inside of you. We look forward to meeting you and seeing what you’re all about.