First Beacon Business Advisory Group is a comprised of a multidisciplinary and experienced group of business consultants who use their hands-on experience to provide in-depth and comprehensive advisory services to business owners. All of our advisors are widely recognized in their respective areas of expertise.
In addition to our principle advisors listed here, we have a network of experts ready to help in other functional areas of the business.
Meet our Principal Advisors
Bob Gustafson – Co-Founder & Certified Financial Planner
Bob Gustafson is president of Triton Financial Group, a financial advisory firm offering comprehensive financial planning and wealth management. He is a serial entrepreneur and has been involved in the financial services industry for more than 25 years. He began his career in 1991 with a Denver-based investment banking firm, went on to work for a major financial services firm and, subsequently, founded his own independent, fee-based advisory firm in 1995.
Bob holds the certified financial planner (CFP©) designation and works with individuals and business owners in a fiduciary capacity to help them grow and protect wealth.
Past Chairman of the Marlboro Chamber of Commerce board of directors, Bob has also served on the board of directors with the Northern New England chapter of the Financial Planning Association.
Bob graduated from the University of Massachusetts with a degree in general business finance. He is a radio talk show host for the “Financial Focus” show heard on WCRN and is one of the founding members of First Beacon Business Advisors. Some of Bob’s interests and passions include fishing, kayaking, and softball.
Debra Murphy – Marketing Coach & Consultant
Debra Murphy is president of Masterful Marketing, LLC. With more than 25 years of experience in marketing, Debra specializes in helping businesses create a powerful web presence. Her extensive background in computer science and marketing enables her to help business owners better understand the complexities of online marketing, including search, social and content marketing.
Debra worked in corporate marketing at various high technology companies, holding positions in product management and marketing. She has held the position of Director of Marketing & Business Development at a company producing content management software and was VP of Marketing at a software security startup.
Debra holds a B.S. in Computer Science and Mathematics from Framingham State University and an M.B.A. from Worcester Polytechnic Institute. She frequently blogs and contributes to thought-leading resources like Business2Community and Social Media Today. Debra is a marketing coach, author and trusted advisor for the small business community.
George Jensen – Finance and Operations
George Jensen is president of MultiSource Finance, Inc., an independent commercial business loan brokerage. For over 25 years, George has been helping business owners and real estate investors find and obtain business loans and commercial mortgages. From owning and running several businesses, buying and selling investment real estate, and from being a part-time CFO for startups and growing small and medium sized businesses, George knows firsthand the challenges business owners and real estate investors face on a daily basis. Their biggest challenge is getting access to capital in the form of business and real estate loans.
George holds a B.A. in Economics from Trinity College in CT and an M.B.A. with a concentration in Finance and Accounting from D’Amore McKim School of Business at Northeastern University in Boston.
Julie Carroll – Human Resources Consultant
Julie Carroll brings more than 25 years of diverse business experience to businesses needing HR consulting and compliance support. As the HR Business Consultant of the group, Julie has built owner, operated and brings a diverse HR and business background focused on the needs of Small and Medium sized Business Owners.
Julie held roles including Director of Operations and HR in addition to gaining first hand knowledge of Small Business Operations as the owner of a local retail establishment, a medical billing company, and multiple consulting and training firms.
Julie specializes in HR implementation, Small Business Operations, Risk Management and Federal/State Employer Compliance. She is recognized as a dynamic and knowledgeable trainer who is often tapped for Executive Team trainings and speaking engagements. Additionally, Julie holds certifications from the Society for Human Resource Management (SHRM) and The HR Certification Institute (HRCI).
Steve Powers – Co-Founder and R&D Tax Credits
Steve Powers has more than 20 years of experience in the field of research and development, particularly in the areas of mechanical and electrical engineering, plus software development. In 2001, Steve joined Intrepid Advisors. He spent 14 years as Vice President of Engineering at O.S. Walker Company of Worcester, Massachusetts. He served as the firm’s Managing Director while the company operated as a subsidiary of Carlin Charron & Rosen LP and became President after acquiring the business in early 2009.
Steve holds a B.S. in Mechanical Engineering from the University of Massachusetts at Amherst and an M.B.A. from Anna Maria College. He is a member of Tau Beta Pi Engineering Society, Society of Manufacturing Engineering and the Society of Plastics Engineers.
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Kudos to First Beacon for recently completing a business assessment on CPS Heating and Cooling. I found the process of looking deeply into all areas of my business through an objective set of eyes an enlightening one. Using the SWOT analysis, you identified several areas to concentrate on that will help to focus and grow… “Valuable Insight Through Business Assessment”