Andrew Beaudry

SOUTH HADLEY — In 2024, Andrew Beaudry, CFP and the team at Private Financial Design (PFD) celebrated 35 years of delivering financial-planning services. Since its founding in 1989, PFD has remained dedicated to helping clients achieve their financial goals through personalized strategies, expert guidance, and an unwavering commitment to success.

Ryan Cummings

“Under Beaudry’s leadership, PFD has grown into a trusted partner for individuals, families, and business owners navigating the complexities of financial planning,” the company noted. “This milestone reflects decades of building lasting client relationships, adapting to an evolving industry, and delivering consistent results.

Beaudry said PFD’s success is built on the strength of its team, which continues to evolve and grow.

Shannon Asselin

Ryan Cummings, CFP joined PFD in April 2023, bringing more than 12 years of experience in the financial-services industry. His expertise and passion for financial planning help clients navigate their financial journeys with confidence. He is dedicated to understanding each client’s unique aspirations and tailoring strategies that align with their long-term goals.

Marissa Coyle

Shannon Asselin has been a vital part of PFD since joining in 2014. In 2024, as she marks her 10th year with the firm, she has been promoted to Operations director. Her dedication to exceptional customer service enhances both the client experience and the internal operations of the firm. As part of her continued professional growth, she is pursuing her SIE license, further expanding her expertise in the financial-services industry.

Marissa Coyle has been an integral member of PFD since 2017. In 2024, she was promoted to director of Client Operations, a role she navigates with professionalism, expertise, and a warm, client-centered approach. Her dedication ensures a seamless experience for PFD’s clients. Alongside Asselin, Coyle is also working toward her SIE license, with aspirations to transition into a paraplanner role.

“As PFD celebrates 35 years,” the company noted, “the firm remains focused on the future, continuing to provide expert financial guidance, adapting to the evolving needs of clients, and building on its foundation of trust and excellence.”