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<\/p>\nOptimum Wealth LLC, is a state registered independent investment advisor, Optimum Financial LLC DBA Optimum Benefits is a Benefits Planning Company and Insurance Agency serving customers in New Hampshire and surrounding States and Communities. The Companies mission is to provide local families and businesses with innovative financial strategies, solutions and planning that can lead to financial clarity and security.<\/p>\n
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Senior Advisor Optimum Financial was started with the goal of creating the best planning for our clients so that our clients can live their lives with dignity. Mr. Goodell believes that Life is a learning experience, and continues to educate and gain experience so as to share this knowledge with others, and to be the best advisor for our clients.<\/p>\n Financial Services experience for over 29 years and proud to adhere to the highest professional ethics and dedicated service standards.<\/p>\n Mr. Goodell lives in Southwestern NH with his Family, a member of the Chesterfield Lions Club, and enjoys outdoor activities including camping & hiking with his Family.<\/p>\n Client Support Manager Jess joined the Optimum Financial team in 2005 and provides a solid skill set and experience of 19+ years in Sales, Marketing and Customer Service.<\/p>\n As a Client Support Manager, she assists our clients with the administrative support they need before, during and\/or after plan implementation. She works as the liaison between our clients and our strategic partners or vendors, while being committed to researching and answering your questions or needs. She oversees and processes many communications that come through the office, along with managing our daily company functions.<\/p>\n Always ready and willing to go the extra step, Jess strives to make and keep our clients serviced and happy!<\/p>\n Jess, along with her husband and two children, live in southern NH and enjoy taking advantage of all of the adventures that our town and state has to offer.<\/p>\n Client Success Manager Cameron came aboard the Optimum Wealth LLC team in 2023. With 5+ years of office administration and customer service experience with a Registered Investment Advisory Firm. As a Client Success Manager, he is committed to the success and well being of Optimum Wealth LLC\u2019s clients.<\/p>\n Cameron works closely with our Clients to set up, process and service new and existing Planning accounts, track and manage updates, and keep secure records of all client information. In addition he works with the myriad of independent vendors to manage the servicing, communications and organization that is required.<\/p>\n Originally from the greater Boston area, Cameron moved to Keene with his Fiance for the great state of New Hampshire\u2019s natural beauty, from Hiking and discovering the local area, its history and small town community feel.<\/p>\n","protected":false},"excerpt":{"rendered":" Optimum Wealth LLC, is a state registered independent investment advisor, Optimum Financial LLC DBA Optimum Benefits is a Benefits Planning Company and Insurance Agency serving customers in New Hampshire and surrounding States and Communities. The Companies mission is to provide local families and businesses with innovative financial strategies, solutions and planning that can lead to […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"acf":[],"yoast_head":"\n
\nOptimum Wealth<\/em> LLC<\/i><\/p>\n\n
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<\/p>\nJess Wirkkala<\/h3>\n
\nOptimum Benefits vs Optimum Financial
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\n![\"\"](\"https:\/\/gpswp.com\/optfinancial\/wp-content\/uploads\/sites\/568\/1688998928_photo_c_a_m2023.jpg\")
<\/p>\nCameron Nagle<\/span><\/h3>\n
\nOptimum Wealth LLC
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