Mr. Waldron has been a member of the Diamond Achievers each of the last 6 years with Investors Capital. Mr. Waldron has been a public speaker at numerous workshops for 14 years. The North Shore Advisory Group has extensive experience in helping clients with 1031 exchanges. The firm works closely with CPA’s, attorneys, and qualified intermediaries. Mr Waldron is a member of NAIFA Boston chapter, and the Million Dollar Round Table, Court of the Table. Mr. Waldron resides in Newbury MA, is a licensed private pilot, and member of the AOPA. Mr. Waldron has traveled extensively for alpine sports, and scuba diving.
Lee graduated from Bentley College where he has received his Bachelor in Accounting and Master in Taxation degrees. He also completed the intensive Northeastern University Management Development Program. Lee has earned the Personal Financial Specialist designation from the American Institute of Certified Public Accountants (AICPA). He is a member of the AICPA, the Massachusetts Society of CPAs and the National Society of Accountants. Lee was President of the New England Chapter of Internal Auditors. An active layman and member of the choir at the United Church of Christ, Congregational in Burlington, Lee also served as chairperson of the board of directors of the Massachusetts Conference of the UCC. He has served on the Conference’s Planned Giving Committee. Kasie Van FaasenA resident of Salem, MA, Kasie is an experienced financial advisor with North Shore Advisory Group and Investors Capital Corporation, a publicly-traded broker-dealer and subsidiary of Investors Capital Holdings (AMEX: ICH). Strong in all areas of investing, Mrs. Van Faasen specializes in retirement, reaching out to clients and local businesses through an innovative and educational seminar program she created. She is a graduate of Rollins College in Winter Park, Florida, where she received her Bachelors of Administration degree in International Business. She also studied art and business with Hollins abroad in Paris, France. She is also an active member of the Beverly Hospital Mothers Club, and has given presentations for the AFSCME Retiree Union Members and the Verizon IBEW Local 2321 Retiree Chapter.
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