Byron E. Woodman, JD, LLM
Founder and CEO
Byron E. Woodman, JD, LLM
Founder and CEO
Advising families for over 40 years, and a lifelong Concord resident.
Monument Group Wealth Advisors
Our Team
Helping families since 2001
One team, three disciplines, one Concord office.
Advisors, attorneys and tax professionals who work on the same plans, in the same building. That proximity is the point — a change in one area gets evaluated against every other before it becomes a recommendation.
Lee C. McGowan, CFA, CFP®
President & Senior Wealth Advisor
Lee C. McGowan, CFA, CFP®
President & Senior Wealth Advisor
25 years helping families balance long-term goals with day-to-day financial decisions.
Monument Group Wealth Advisors
Peter R. Johnson, JD
Attorney, Partner
Peter R. Johnson, JD
Attorney, Partner
Estate, trust and estate administration law since 1986.
Woodman & Eaton, P.C.
Michael J. Paquin, EA
Director of Tax Services
Michael J. Paquin, EA
Director of Tax Services
Over 20 years of public accounting experience; IRS Enrolled Agent.
Monument Group Tax Advisors
Kimberly Kuhn
Director of Client Services
Kimberly Kuhn
Director of Client Services
Trust and estate background, now leading client service at Monument.
Monument Group Wealth Advisors
Heather Martino
Office Administrator
Scott Fennel
Senior Client Service Associate
Ellena McGowan
Office Coordinator
The Monument Group Companies
Our team spans three affiliated firms — Monument Group Wealth Advisors, Monument Group Tax Advisors, and the law firm Woodman & Eaton, P.C. Clients work with whichever specialists their situation calls for, without being handed off to an outside firm.
Meet the team
The best way to judge a team is to talk to one of them.
Schedule a time to discuss whether our approach is the right fit for you.