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.
Eric Cooper | Financial Planner, CEPA
Recognizing both the challenges and opportunities during one’s top earning years and beyond, Eric serves as an invaluable partner to his clients through integrated financial planning.
With over a decade of experience in the financial services industry, Eric has held roles in banking, insurance, wealth management, business planning, and integrated personal financial planning. Eric has been privileged to work with a diverse landscape of clients, including professional athletes, entrepreneurs and closely held businesses, real estate development teams, equity compensated employees and more.
Eric believes in a custom approach rooted in teaching, allowing you to metabolize the principles and take empowered action in ways that fit for you. This often includes a coordination between Eric and other advisors you already have – immediate and extended family members, CPAs, attorneys, brokers, consultants, private wealth managers, bankers, and others – to eliminate unnecessary complexity, redundancy, and gaps left unaddressed. Clients appreciate Eric's skill in bringing the best out of their team to simplify, protect, and improve their outcomes.
Eric is distinguished as a Certified Exit Planning Advisor, serving small businesses and professional athletes nationwide. Exit planning is a unique approach that focuses on maximizing business value, driving income, and integrating the owners/owners’ personal financial planning with business objectives. Planning with the end in mind is simply good business strategy – when done properly, it creates options for owners to transition on their own timeline and terms, while harvesting the full measure of the wealth they’ve created along the way.
Eric is a passionate hunter and angler, always travelling in pursuit of wild places. He is also an avid sports fan and culinarian. He lives in Salem, New Hampshire with his wife and three children.