201 Boston Post Road West, Suite 406
Marlborough, MA. 01752
Founder, Managing Principal
Paul Travis has over 25 years experience in the investment and insurance industry. His experience includes working as an Investment and Insurance Advisor for Bankers of Chicago, Patriot Group in Worcester, Commonwealth Financial Group in Boston, and Murphy Brokerage in Hudson. Prior to starting Community Financial Group, Paul was the Vice President of the Investment and Insurance Department for all 10 branches of Community National Bank based in Hudson MA.
Paul holds a series 6,65, Life and Health license. Educated at Worcester State University, Florida Atlantic University and Boston University, he has earned a Bachelor of Science degree and is a graduate of Boston University’s Financial Planning Program.
With nearly 40 years of investment experience Dick brings a solid investment background to Community Financial Group.
Dick served as Chairman of the Investment Committee for a number of local bank holding companies. These included The Conifer Group, MultiBank Financial and First Financial Trust.
Prior to starting Community Financial Group, Dick was Vice President of the Trust Department at Community National Bank in Hudson, MA. He was responsible for all Department investments.
With her career in the Finance Industry starting in 2001, Beth served as a Treasury Analyst for Thermo Fisher Scientific as well as Millipore Corporation and then expanded into the Pricing field for Fidelity Investments.
In her role at Community Financial Group, while maintaining compliance standards, Beth oversees all day to day operations, client relationships, and data analysis.
Client Relations Specialist
Ally has over 15 years of experience in the finance industry. In her role as client relations specialist at Community Financial Group, she provides back office support and first-rate client care.