THE TRIANGLE TEAM

 

Brian Luce | Partner

With more than 18 years of experience, Brian specializes in offering comprehensive investment management and retirement planning to individuals largely in the southern NH area as members of Triangle Credit Union. Brian works with busy professional men, women, and couples who are ready to make their finances work for them and use their money to live the lives of their dreams. His goal is to teach people the art of managing their money the fun and simple way. His services include Wealth Management, Investment Advice, Retirement Planning, Medicare and Social Security planning, Individual and Trust Investment Accounts, Individual Retirement Accounts (IRAs), Traditional, Roth, SEP and Education IRAs, Section 529 College Education Investment Plans, Coverdell and Educational Savings Plans, Disability Insurance, Life Insurance, Long Term Care Insurance, Estate Planning and Succession Planning.

He joined Triangle Financial Group 3 years ago because he knew he could make a positive impact on the membership.  He graduated from Plymouth State University with a major in Accounting and a minor in Economics. He lives in Manchester, NH with his wife Stephanie and daughter Madelyn. When he’s not working and enjoys golf, fishing, skiing, camping in the White Mountains, and volunteering for Habitat for Humanity. 


Jeffrey Mayer | Partner

Jeff has been delivering great value to his clients for over 21 years.  He prides himself on truly listening to what his client’s goals are and helping to crystalize those goals.  He takes the time to educate his clients so that they can make informed decisions.  Jeff Started his career in 1999 purely by accident.  He was looking for a more meaningful and rewarding career than what he was doing at that time.  He really wanted to make a difference in people’s lives.  

Jeff works with individuals, families and businesses using a wholistic approach helping his client navigate the waters of their financial lives.  He started working with Triangle Credit Union members about a year ago while maintaining his own practice.  

Jeff Lives in Concord New Hampshire with his wife and daughter.  When he is not helping his clients, he enjoys watching his daughter play soccer, traveling and golfing.