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Our Team

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The team of professionals at The Atlantic Planning Group is truly special. Each team member is committed to the highest standards of professional and ethical conduct. It is only as a team that we can provide the highest value to our clients. We invite you to learn more about the dedicated people who serve you.

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Chris Battersby
CFP®, CLU®, ChFC®, CAP®, MSFS, RICP®
Co-Founder and Partner
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Michael Broderick
CFP®, CLU®, ChFC®, CAP®, RICP®
Co-Founder and Partner
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Jason C. Vanderstreet

Partner
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Duke Martin
CLU®, CFP®

Financial Advisor
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Chris Eppich
CLTC®

Financial Advisor
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Joanna Antonopoulos
CLU®, CFP®

Financial Advisor
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Patrick Battersby


Financial Advisor
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headshot- rory
Rory McNabb


Financial Advisor
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Nathan McKearney

Associate Financial
Advisor
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Gina Paone Cueva

Customer Relations Specialist
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Michael Stathopoulos

New Business
Representative
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Brandy Pereira

Licenses Service
Assistant
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Our Location


201 Jones Road, Suite 620
Waltham, MA 02451

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Get in Touch


781-894-7000
APG@AtlanticPlanning.com

Disclosure

Chris Battersby is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0H35472), CT, DC, FL, IL, IN, MA, ME, MI, NC, ND, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, VT, and WV. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Chris Battersby is licensed and authorized to offer insurance in California, but Atlantic Planning Group may not be. For additional information on California licensure status, please click here.

Chris Battersby is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 201 Jones Rd Ste 620, Waltham, MA, 02451, 781-894-7000. In this regard, this communication is strictly intended for individuals residing in the states of AR, CA, CT, DC, FL, GA, IL, KS, MA, MD, ME, MI, NC, ND, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, and VT. No offers may be made or accepted from any resident outside the specific states referenced.

Chris Battersby is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AR, CA, CT, DC, FL, GA, IL, KS, MA, MD, ME, MI, NC, ND, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, and VT. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

Atlantic Planning Group is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither Atlantic Planning Group nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

For more information about NYLIFE Securities LLC and its investment professionals.

Click here
  • WHO WE ARE
    • Our Firm
    • Our Team
    • Strategic Alliances
    • Community Involvement
  • WHAT WE DO
    • Business Solutions
    • Personal Solutions
    • Table of Fees
  • NEWS & PRESS
  • CURRENT CLIENTS
    • Wealth Management Login
    • Eagle Strategies
    • New York Life
  • GET IN TOUCH

Copyright . New York Life Insurance Company. All Rights Reserved.

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NYLIFE Securities LLC, Member FINRA/SIPC.

For additional information, visit Customer Relationship Summary.pdf