Susan_MillerSusan Miller, CPA, CFP, CDFA

Susan founded Aurora Financial Advisors in 2002 and is the President of the firm. Susan concentrates her practice in the financial planning, advisory, tax, and dispute resolution areas of the firm’s business. Susan is a recognized leader in the area of financial dispute resolution, particularly in relation to financial issues associated with divorce, estates and other intra-family matters, where she acts in various capacities including advisor, expert witness, and neutral. She is also a leading advocate for collaborative and mediated solutions to marital and family disputes. Susan is a Certified Public Accountant, Certified Financial Planner, and Certified Divorce Financial Analyst. She is also a trained mediator. Susan holds a BA in Economics from Wells College, and a MA in Economics from Pennsylvania State University.
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Fred_BairdFred Baird

Fred is a principal of Aurora Financial Advisors. He coordinates the investment strategy and asset management responsibilities of the firm as well as supervises the trading and operations functions within the company. Fred is a major contributor to the firm’s written communication with clients and works with clients with specialized needs such as business valuation, succession planning, and non-financial asset management requirements. Prior to joining Aurora, Fred was an international management consultant.
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JimJames McCusker, CPA, CFP

Jim is a senior executive with Aurora and is actively involved in three of the firm’s key businesses. As a Certified Public Accountant, Jim provides tax preparation and planning for clients; as a Certified Financial Planner Jim works closely with Susan Miller and Trip Millikin to provide financial planning services to clients; and, as an investment professional with significant investment experience, Jim is a member of the firm’s investment committee, helping determine asset allocations for clients and selecting appropriate securities for their portfolios. Prior to joining Aurora, Jim ran his own successful accounting, investment management, and tax preparation and planning firm, James McCusker & Associates for 24 years.
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Trip_MillikinTrip Millikin, CFP

Trip specializes in financial problem solving for high net worth families. He has over 30 years of experience in estate and trust planning, investment management, risk management, and taxation. Prior to joining Aurora Trip worked most recently at Granite Investment Advisors where he specialized in working with clients to establish annual budgets and forecast future cash flows to help pre-retirees plan for retirement. He also managed client portfolios and performed client cash flow analysis to help set sustainable draws.
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Lisa_MorriseyLisa Morrissey

Lisa oversees Aurora’s securities trading and operations functions. She is a member of the investment committee, helping determine client asset allocations and conducting securities research to inform the firm’s portfolio construction for clients. Lisa also is responsible for creating and maintaining Aurora’s proprietary trading and rebalancing software. As head of operations, Lisa acts as the interface between the Wellesley office’s asset management clients and their custodians, reconciles all client trades, and responds to all asset management client requests. Lisa is a Series 7 and 66 registered investment advisor. She received her BS in Electrical Engineering from the University of Vermont and her MBA from Babson College.
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Brendan O’Rourke

Brendan is an Associate at Aurora Financial Advisors. In this role, Brendan supports the Financial Advisors and Relationship Managers, conducting portfolio analysis, account monitoring, client reporting, client communications and financial planning. In the 6 years after graduating from Bentley University and before joining Aurora in 2014, Brendan worked in the finance sector for JP Morgan and a Boston hedge fund.
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Caroline Shaool, CPA

Caroline is the Tax Practice Manager at Aurora Financial Advisors. As such, she oversees the preparation of annual tax returns and works closely with and supports Aurora’s Financial Advisors in addressing tax issues for their clients. Before joining Aurora, Caroline held a number of positions as a tax preparer and staff accountant from 2001 until recently, for the last 4 years before joining Aurora working as Accountant for an accounting firm in Newton, MA where she prepared tax returns for corporations, partnerships, individuals and trusts. An experienced tax advisor and tax preparer, Caroline also has extensive understanding and experience in maintaining clients’ books and preparing financial statements.
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Gail Sullivan

Gail is a Principal and Relationship Manager of Aurora Financial Advisors.  Her primary responsibilities include creating, implementing, and managing financial plans specifically designed to meet client needs and objectives, as well as continuously monitoring client circumstances and recommending plan adjustments as necessary.  Gail is a member of the investment management committee which is responsible for the development, implementation and monitoring of client portfolios.  In addition, Gail is responsible for the smooth functioning of the Westford office.  Gail has a BS in finance, summa cum laude, from Northeastern University and is a Series 65 registered investment advisor.
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Melissa_ColaceMelissa Colace

Melissa is the executive assistant in Aurora’s Wellesley office. She is the first point of contact with the firm’s clients serviced from this office. Not only does Melissa manage the corporate calendar for Aurora’s principals, she also administers the Wellesley office’s physical and electronic records of client information. Melissa oversees the distribution of all written communication with the firm’s clients and coordinates the firm’s accounts receivable and payable.
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Leslie_CormierLeslie Cormier

Leslie is the executive assistant in Aurora’s Westford office. Prior to joining Aurora, Leslie worked with Jim McCusker at James McCusker & Associates where she managed all aspects of client service. At Aurora, Leslie continues to perform those same client service tasks. She acts as the interface between the Westford office’s asset management clients and the custodian regarding all issues that affect clients’ assets. Leslie assists in tax return preparation and responds to taxing authority correspondence. She oversees all Westford office client record maintenance and the accounts receivable and payable for the Westford office.
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