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Get to Know
Proficient Wealth Counselors, LLC

A Team Dedicated to Providing Exceptional Service

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Gerald Loftin, J.D., CFP® Photo
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Gerald Loftin, J.D., CFP®

PRINCIPAL

"I enjoy helping clients attain financial freedom by guiding them financially through life's winding road. Over the years, I've been with clients through both the best of times and the worst of times. I am here to help clients make sound money management decisions."




Gerald Loftin, J.D., CFP®

PRINCIPAL 

E:GERALD@PROFICIENTWEALTH.COM


Coming from humble beginnings, Gerald learned the value of budgeting and saving early in life. He also learned that most individuals could achieve financial success through proper discipline and guidance. This vision stimulated great interest and led him on the path to becoming a financial educator. With over 20 years of industry experience, Gerald guides individuals, charitable organizations and privately held businesses in the areas of asset accumulation and preservation strategies as the Managing Member of Proficient Wealth Counselors, LLC, the financial consulting firm he founded in 2000.

A graduate from Massachusetts School of Law, and a Finance major from Northeastern University, Gerald has an appreciation for the power of the financial markets. While he understands and practices that a reasonable work/life balance is extremely important, he allocates his time with family, serving the clients of Proficient Wealth Counselors, LLC, professional and pro-bono activities. Gerald is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and is an active member of the Financial Planning Association (FPA). Gerald is an Estate Planning instructor for the Boston University Program for Financial Planning, and he serves as a Board Member for the Association of African American Financial Advisors. Gerald also provides structured financial coaching to residents of several communities within the Commonwealth of Massachusetts, including working with select non-profit organizations.

Nicole Battaglia Photo
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Nicole Battaglia

Administrative Assistant

"The work of the company is important to me because our focus on long-term financial wellness gives peace of mind to our clients."



Nicole Battaglia

Administrative Assistant

E: nicole@proficientwealth.com



Nicole joined our team in 2021 as Administrative Assistant. She finds the financial planning industry interesting and rewarding as topics are directly applicable to the well-being of individuals and families. Nicole works with clients at an early stage ensuring that all initial documents are received, and appointments booked. She is the friendly voice that will most likely greet you when you call Proficient Wealth Counselors, LLC! Prior to joining Proficient Wealth Counselors, LLC, she held positions with Standish Mellon Asset Management and State Street Corporation.

Margaret “Maggie” Horan Photo
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Margaret “Maggie” Horan

Client Service Associate

Margaret “Maggie” Horan

"I enjoy the day-to-day facets of supporting clients prepare for their future."





Margaret "Maggie" Horan 

Client Service Associate

E: MAGGIE@PROFICIENTWEALTH.COM


Margaret “Maggie” Horan is the firm’s Client Service Associate. She has been active with the company since the summer of 2015. Maggie’s role is to coordinate all client service activities with a focus on delivering the ultimate client experience.

Maggie developed a strong work ethic and can-do attitude in her previous work and extracurricular activities. As a competitive gymnast, she followed a strict training regimen, and failure was never an option. Her gymnastics career culminated in an invitation to compete, and subsequently medal, in the YMCA National Gymnastics Championships. Her strive for excellence in sports led to a Bachelor of Science degree in Health and Fitness from Mitchell College, as well as coaching positions in Gymnastics, Cheerleading and Figure Skating. Always looking for a new challenge, Maggie welcomed the opportunity to work in the exciting world of investment counseling and is thoroughly enjoying her new position with Proficient Wealth Counselors, LLC.

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