Donna Crocker is an Accredited Investment Fiduciary® (AIF®), Partner and President of Good Harbor Advisors. She also serves as the firm’s Chief Compliance Officer.
Donna has thirty-five years of experience in financial planning and wealth management; helping individuals, families, and businesses develop strategies based on unique needs and goals. Good Harbor Advisors connects tax strategies with planning and portfolio management, to help clients understand the broader financial terrain and make informed decisions. She holds a degree in Economics from Ripon College.
Donna is passionate about giving back to the community. Donna has volunteered in nonprofits locally and nationally. She also takes pride in providing financial education for young employees, teachers and women starting out in their careers or established and planning for the future.
Donna is a competitive tennis player and sailor, a passionate gardener, and avid skier. She spends time at her place in California seeing many Good Harbor Advisors clients on the West Coast.
Matthew is a Partner and Secretary of Good Harbor Advisors. With over two decades of experience in taxes and accounting, he brings a unique perspective to investing and advisory services. He is passionate about helping clients with their planning needs so they can pursue their goals.
Along with working with Good Harbor Advisors, Matthew has owned Babson & Company since 2000, providing accounting, tax, and advisory services. He uses his personal experiences running and owning a business to assist clients with their business planning needs. Prior to founding his own practice, he worked with Moody Famiglietti & Andronico, CPAs as a tax manager for several years.
As an Investment Advisor Representative, Matthew holds a FINRA Series 65 securities registration. He received his Master of Science in Taxation from Suffolk University and a Bachelor of Science in Accounting from Thomas College.
Outside of the office, Matthew is an avid cyclist and boater. He also serves on the Board of Trustees for the Manship Artists Residency + Studios (MARS) as the nonprofit’s Treasurer and Chairman of the Finance Committee.
Lonnie is an Investment Adviser Representative with Good Harbor Advisors. With more than ten years of experience in the financial industry, he specializes in portfolio management, investment research, and trading.
Prior to joining the GHA team in 2013, Lonnie worked in institutional client service with Brown Brothers Harriman. With a desire to work more closely with clients and help them with their investment needs, he became an independent advisor and joined Good Harbor Advisors, overseeing investment operations, financial planning, and client service.
He holds FINRA Series 7, 63, 65, and 66, and received a Bachelor of Arts degree from the University of Massachusetts Amherst.
Outside of the office, Lonnie is an avid golfer. He also stays active playing beach volleyball and hiking throughout New England.
Anke is an Investment Adviser Representative with more than two decades experience in the financial services industry. She focuses on client services and the firm's compliance. Anke is the point person for new client onboarding as well as client relationship management.
Prior to joining Good Harbor Advisors in 2007, Anke worked in the mortgage industry for 6 years, after moving to the US from Germany with her husband. In Germany she attended a college for Business, Economics & Finance, where she received a bachelor’s degree in finance. She worked for Deutsche Bank and Berliner Bank AG in Berlin.
She holds the FINRA Series 65 securities registration.
Outside of the office, Anke spends much of her time with her children and family. She enjoys staying active; whether on the slopes skiing or boating with her family. She’s a frequent traveler for pleasure and to visit extended family afar.