COMPANY INFO

Aspire Wealth Management is a leading professional advisory firm committed to providing industry-best service, a superior portfolio of products and unmatched expertise. Aspire provides comprehensive financial planning and investment portfolio management for high net worth clients. With more than 65 years of collective experience, excellent educations and appropriate certifications, Aspire provides a solid foundation from which to guide our clients. The professionals and the firm have clean compliance records. Aspire is committed to giving back to our community with board appointments and by supporting a diverse group of nonprofit organizations and volunteer driven causes.

 

Mark Khozozian, CFP®
Chief Executive Officer

Mark Khozozian is the CEO and founding member of Aspire Wealth Management.  Mark has more than 27 years of experience in the financial services industry.  Mark graduated from Princeton University in 1990 and became a financial advisor with Ameriprise Financial. During his highly successful career with Ameriprise Mark delivered financial solutions that met his client’s needs and achieved superior business results.  While with Ameriprise Mark qualified for the prestigious Chairman’s Advisory Council and was inducted into the Ameriprise Hall of Fame.  Mark is a CERTIFIED FINANCIAL PLANNER.

Mark and his wife Cindy have been married for over 20 years.  They live in Lexington with their 3 boys – Max, Luke and Zach.  Mark enjoys coaching hockey and baseball, travel, the beach and being a dad.

 

Bill D’Agostino, AIF®
President

Bill is the President of Aspire Wealth Management.  Bill graduated from Babson College in 1997 with a major in Finance and Investments.  Prior to starting Aspire Wealth Management, Bill served as an advisor with Ameriprise Financial.  He brings his 21 years of experience to Aspire, continuing the work of providing creative financial solutions and guidance to individual and corporate clients of the firm.

Bill and his wife Noelle live in Arlington with their two children Emma and Billy.  In his free time, Bill enjoys running, cooking, traveling and family time.

 

Jennifer Adams, CFP®
Executive Vice President

Jennifer is the Executive Vice President of Aspire Wealth Management. Jennifer graduated from Iowa State University in 1998 with a major in Finance. Prior to starting Aspire Wealth Management in 2012, Jennifer served as an advisor with Ameriprise Financial (formerly American Express Financial Advisors) for 14 years. With 20 years of experience, she continues working with individual clients to create and implement their financial plan while managing their assets and providing investment advice. Jennifer is a CERTIFIED FINANCIAL PLANNER.

Jennifer and her husband Kip live in Winchester with their two children Bennett and Sarah.  She enjoys reading, skiing, tennis, watching her kids play hockey and soccer and is active at St. Mary’s Parish in Winchester and the National Cystic Fibrosis Foundation.  She was also elected as a Winchester Town Meeting representative and serves as a Board Member on the Winchester Historical Commission.