Our Team

Our Team

Why Enterprise Investment Services?

Enterprise Investment Services is a team of trusted local professionals who can provide the financial expertise, education, and experience you need with the personal service and community focus you want. Enterprise Investment Services is founded upon the same guiding principles of Enterprise Bank. As your trusted local team, we measure our success in relationships, not transactions. Unlike large corporate investments firms, we're sized for more personal and responsive service. Our team is vested in our community. We live and work in the communities we serve, and we are committed to enriching and improving those communities through our work at Enterprise Investment Services and through charitable work and community service initiatives.

James O'Hearn, CFP®, AIF®

Investment Services Manager/Senior Vice President

James is a 2006 graduate of the University of Massachusetts Amherst with a BS in business management. Upon graduation, James entered Enterprise Bank's Leadership Development Program. After successfully completing the program, he joined Enterprise Investment Services in 2007.

James has obtained his FINRA Series 7, 24, 63, and 65 securities registrations (held though Commonwealth Financial Network®) as well as his life, accident, and health insurance licenses. He is also a CERTIFIED FINANCIAL PLANNER practitioner through Merrimack College. He attends Bentley University's Professional MBA program.

James is active with the Lowell Parks & Conservation Trust, Pollard Memorial Library, and many other organizations throughout the area. He is a lifelong resident of Lowell.

Susan Gagne

Senior Client Services Specialist/Assistant Vice President

Sue began her banking career with Union National Bank in 1981 and came to Enterprise Bank with the initial trust group in 1992. In 2001, she broadened her financial services experience to focus on the brokerage area to support bank office operations and client services. In 2006, Sue assumed the role of senior client services specialist of Enterprise Investment Services. She continues to interact with clients every day to ensure that their investment strategies are on track with their retirement, higher education, and savings goals, working closely with the Enterprise Investment Services team and Commonwealth Financial Network® in Waltham.

Sue earned an associate degree in business administration from Castle/Rivier College and maintains FINRA Series 6 and 63 securities registrations (held through Commonwealth).

Sue is a volunteer and member of the board of directors of the Dracut Food Pantry. She is a lifelong resident of Dracut.

Patricia Stevens, CFP®

Financial Advisor/Assistant Vice President

Patricia is a 2006 graduate of the University of Massachusetts Amherst with a BS in finance. Upon graduation, Patricia became a financial advisor at Ameriprise Financial in Charlestown. After successfully building her own practice, she joined a top-tiered franchise advisor at Ameriprise Financial and continued her work as an associate financial advisor. Patricia joined Enterprise Investment Services in May 2012.

Patricia has obtained her FINRA Series 7 and 66 securities registrations (held through Commonwealth Financial Network®) as well as her life, accident, and health insurance licenses. She is also a CERTIFIED FINANCIAL PLANNER practitioner through Bryant University.

Patricia is a member of the board of directors of the Greater Lawrence Community Action Council. 

Sophie Sun

Investment Services Assistant

Sophie joined Enterprise Bank in October 2002, in the Loan Documentation department as a loan documentation representative II. In March 2011, she transferred to Enterprise Investment Services to work as an investment services assistant.

Sophie has earned her FINRA Series 6 and 63 securities registration (held through Commonwealth Financial Network®). Sophie received her associate degree in 1995 from Middlesex Community College in Lowell, with a concentration in business administration. She is working toward earning a bachelor's degree from the University of Massachusetts Lowell.

Sophie's responsibilities include supporting and assisting the team and working with Commonwealth in an effort to reach our investment goals.

Jason Bunker, CFP®

Financial Advisor/Assistant Vice President

Jason has more than 14 years of financial experience, having also held positions at Fidelity Investments and Merrill Lynch. Creating an environment where clients’ interests come first and where there is freedom to provide sound, objective, independent advice is a commitment shared by all. Jason joined Enterprise Investment Services as a financial advisor in 2013. He is an Investment Adviser Representative of Commonwealth Financial Network®, and he provides investment advisory, wealth management, retirement, and financial planning services.

Jason earned a BSBA degree in 1998 from Rockhurst University in Missouri, where he received an athletic scholarship to play men’s basketball. Upon graduation, Jason got his first job at Fidelity Investments, where he met his wife, Gabriella. They have three kids—Bella, Luca, and Leo—and reside in Reading.

Jason has earned his FINRA Series 4, 7, 24, 51, and 66 securities registrations (held through Commonwealth), in addition to his producer life insurance license. Jason has demonstrated his dedication to the industry by becoming a CERTIFIED FINANCIAL PLANNER practitioner.

Alexis Bolduc

Financial Advisor

Alexis is a 2014 graduate of the University of Massachusetts Lowell with a BSBA degree in finance. Upon graduation, Alexis joined Enterprise Bank as a credit analyst. In March 2016, she transferred to Enterprise Investment Services. 

Alexis has earned her FINRA Series 7 and 66 securities registrations (held through Commonwealth Financial Network®) as well as her life, accident, and health insurance licenses. She attends the University of Massachusetts Lowell's MBA program. 

Alexis is also a member of the board of directors of the Lowell General Hospital Auxiliary.

Commonwealth Financial Network

Working with Commonwealth Financial Network®, the largest privately held, independent broker/dealer in the nation, enables us to provide you with the highest level of investment manager products, technology, and services, but on a local and personal level. The fact that we've chosen to work with Commonwealth means that Enterprise Investment Services is also independent, free to act solely in your best interest without bias and without pressure to promote a particular product or strategy. Commonwealth is also independently owned and managed, which means the firm retains the freedom to allocate resources where they're needed and to act in the best interests of its financial advisors and their clients—not shareholders.

Commonwealth goes far beyond what's required of a broker/dealer; the entire organization is built around helping advisors do whatever it takes to serve their clients. It's that infrastructure—and the always expanding wealth of resources that it provides—that makes it easier for us to provide you with the best possible guidance and the prompt, personal service you expect and deserve.