Staff
Our knowledgeable and friendly staff have well over 50 years of professional experience in financial management. We are very familiar with what it takes for individuals and businesses to plan for, and achieve, a well-balanced financial portfolio leading to quality of life at any age.
Our Team Includes:
David Woolpert
President and founder of Altus Investment Group LLC, which is a Registered Investment Advisor. Dave is also a registered securities principal of the brokerage firm LPL Financial, overseeing other LPL Financial registered staff in his office. Moreover Dave is a licensed insurance broker able to compare and advise you about life or long-term care products.
- Over forty years experience as a professional in the fields of investments, banking and insurance including:
- V.P. for Asset/Liability Management for New Hampshire Savings Bank
- Finance Director of the Society for the Protection of New Hampshire Forests
- Project director for several low-income housing development organizations
- Living in the greater Concord, NH area since 1972, and providing investment advice and financial planning to local households and business owners since 1996
- Raised with a brother and sister in Washington, DC, by their mother, a former social worker, and father, a long-time senior staff member of the U.S. Public Health Service
- Undergraduate degree from Earlham College in Economics; graduate degree from the University of Pittsburgh in Economic and Social Development
- Served two years in the Peace Corps in Turkey assisting a local tuberculosis clinic
- Current community involvements include:
- Representative to the Greater Concord Interfaith Council
- Board member, Kiwanis Club of Concord
- Scholarship Committee member, Concord Community Music School
- Budget Committee member, Town of Henniker
- Father of two college-age daughters, and re-married in 2008 and living in Henniker
Sharon Monroe
LPL Registered Sales Associate and Office Manager of Altus Investment Group LLC, which is a Registered Investment Advisor. Sharon has been working with Dave Woolpert for twelve years.
- Over twenty five years’ experience in the field of investments including:
- Exemplary Service Award at Prudential Securities
- Industry Arbitrator FINRA
- Bachelor’s, Associate’s and Specialist’s Degrees LPL Admin U Program
- Living in the greater Concord, NH area since 1995
- Raised in Needham, Massachusetts
- Undergraduate degree from Gordon College in Political Studies with a Pre-Law Concentration; graduate degree from the Lesley University in Human Resource Management
- Current community involvements include:
- Board member, The Woman’s Club of Concord
- Board member, Concord High School Girls Basketball Booster Club
- Book club member
- Mother of one high school-age daughter and one college-age son. Married for twenty five years and living in Concord
Cindy Proctor
Administrative and Sales Assistant for David Woolpert, President of Altus Investment Group LLC which is a Registered Investment Advisor.
- Over nineteen years experience as a professional in the fields of accounting, investments, debt management and insurance including:
- Regional V.P. specializing in educating the consumer on Asset/Debt/Protection Management for Primerica Financial Services
- Credit Manager for Publishing Company Connell Communications, Inc.
- Lived in the Monadnock area since 1975, moved to Concord area in 2011
- Raised in a large family, one of five daughters, by their mother, a stay at home mom, and father, a business owner and consultant in the field of mechanical engineering
- Educated in the fields of accounting, human resources, insurance and investments. Also securities registered series 6, 63 and 26 and insurance licensed serving clients in NH, VT and MA from 1992-1999
- Mother of two grown children: a daughter who is a graduate of St Michaels’ college, and a son who is a senior at University of New Hampshire
- Currently a resident of Penacook
- Serving central N.H.
- Connected with LPL Financial since 1996
- Forty eight years combined finance experience