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Certified Financial Planner
Bachelor of Arts Management/Finance
Masters of Science Financial Services
Accreditations from the American College
Chartered Financial Consultant
Chartered Life Underwriter
Life Underwriting Training Council Fellow
Professional Affiliations
Million Dollar Round Table, Top of the Table Member
Boston Estate Planning Council
NAIFA Member
For over 25 years, Tony May has specialized in advanced market financial and estate planning for business
owners and high net worth clients. He has spoken and moderated at national conferences on Estate Planning,
has taught Continuing Education seminars for CPAs, and is an approved presenter for the Massachusetts Bar
Association and approved instructor for the LUTCF program.
Tony is the founder and CEO of Clients First Financial, a full-service, independent Financial/Estate Planning
practice in Hingham, MA. Clients First has General Agent and brokerage agreements with more than sixty
insurance companies, in-house underwriting and case management, and specializes in unique planning strategies.
owners and high net worth clients. He has spoken and moderated at national conferences on Estate Planning,
has taught Continuing Education seminars for CPAs, and is an approved presenter for the Massachusetts Bar
Association and approved instructor for the LUTCF program.
Tony is the founder and CEO of Clients First Financial, a full-service, independent Financial/Estate Planning
practice in Hingham, MA. Clients First has General Agent and brokerage agreements with more than sixty
insurance companies, in-house underwriting and case management, and specializes in unique planning strategies.
| Mark E. Rowlette Senior Financial Consultant |
Dublin Business School
Bachelor of Arts Accounting & Finance
Bachelor of Arts Business Management
Professional Affiliations
Top of the Table, Million Dollar Round Table
Bachelor of Arts Accounting & Finance
Bachelor of Arts Business Management
Professional Affiliations
Top of the Table, Million Dollar Round Table
Mark specializes on comprehensive estate planning with a focus on charitable giving. He has spoken all over
New England on a wide range of financial and planning topics including Long Term Care planning, Asset
Protection and Charitable Giving. Mark is very involved with local charities in his home town of Hanover
where he lives with his wife Lauren and their three (3) children.
| Teachers First Financial 72 Sharp Street Suite A2 Hingham, MA 02043 (781) 331-2275 (800) 593-2275 |
Teachers First Financial ... "The Retirement Resource for Massachusetts Educators" |
Mark has worked in Estate Planning, Commercial Banking
and Financial Services for over ten (10) years.
A graduate of Dublin Business School, Mark holds a
bachelors degree in Finance and Accounting and is among
the youngest producers ever to qualify for the prestigious
Top of the Table designation with the Million Dollar Round
Table (MDRT).
and Financial Services for over ten (10) years.
A graduate of Dublin Business School, Mark holds a
bachelors degree in Finance and Accounting and is among
the youngest producers ever to qualify for the prestigious
Top of the Table designation with the Million Dollar Round
Table (MDRT).
| Anthony J. May, CEO MSFS, CFP, AEP, ChFC, CLU, LUTCF |
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Taylor Poulin
Webmaster
tpoulin@cff1.com
Webmaster
tpoulin@cff1.com
Jean Sullivan-May
Vice President of Marketing
jsullivan-may@cff1.com
Vice President of Marketing
jsullivan-may@cff1.com
