Our Team

Born and resides in Beverly Massachusetts. David received his Bachelor in Science in Business Finance from the University of Georgia. David graduated at the top of his class and is an inductee of Delta Mu Delta International Honor Society in Business. He has achieved his Wealth Management Certified Professional (WMCP) designation through the American College of Financial Services.

David specializes in wealth management, cash flow planning, and all encompassing retirement plans for his clients.

David is an avid hockey enthusiast and a private pilot. He has one grown daughter, two stepchildren and lives in Beverly with his wife of 20 years.

Bob Prousalis is a tax attorney and wealth strategist who is uniquely focused on helping clients maximize their wealth by protecting their assets and minimizing the effect of taxes. He practices in the areas of estate planning, retirement planning, and tax law to help clients build tax efficient plans to build their wealth and leave a meaningful legacy.  

He graduated from Northeastern University cum laude in 1995 and Suffolk Law School cum laude in 1998.  

He is an avid Boston sports fan. He lives in Dracut with his wife, Sara, and their two sons, Ben and Luke. He enjoys relaxing at the beach, spending time with his family, and playing golf. 

Nancy is our Director of Insurance Services for Paramount Financial as well as holding the significant role of tax planning Facilitator for Tradewinds Tax Planning.  

Her role involves ascertaining client insurance needs, product research, client education enrollment, and ongoing monitoring. She assists our clients in navigating the health, long-term care, and life insurance options with confidence and determination for the right fit product. 

For our tax advisory clients, Nancy is integral in gathering data and facilitating and implementing tax strategies based on what their tax plan dictates. 

Before coming to Paramount Financial, Nancy's background is healthcare management and real estate. She brings with her diverse work experiences a resolve to deliver a remarkable client experience.  

Nancy grew up and then raised her family in Beverly and now resides in Hampton, NH. She is the mother of 4 children and grandmother to nine grandchildren. When not working you will find Nancy enjoying time with her family, scouring the thrift shops for her next DIY project, or enjoying travels near and far.

Ryan Briggs is the Case Designer for Paramount Financial. His role includes collaborating with David and clients to build a safe and secure retirement plan, so that you can live a worry-free life leading up to and during retirement. 

Ryan is a graduate from Merrimack College in North Andover, Massachusetts with a Bachelor of Arts Degree in Economics and Finance. He chose this career path because it allows him to be hands on with clients’ outcomes. Ryan takes great pride in making sure that every client is valued and welcomed into the Paramount Financial Family. 

In his free time, he enjoys spending time with family and friends. He also enjoys working out and playing basketball and golf.