Our Advisors

Chris McDonald

CEO & Wealth Advisor

Chris works closely with individuals, families, and business owners to develop investment strategies and comprehensive financial plans tailored to their unique goals. His work includes retirement planning, wealth management, tax-efficient strategies, wealth transfer, and business succession, helping clients navigate important financial decisions with confidence.

Chris believes successful advisory relationships are built on trust, clear communication, and a deep understanding of what matters most to each client. His approach combines disciplined long-term investing with personalized planning designed to help clients build, preserve, and transfer their wealth.

Chris graduated from St. Lawrence University and holds his Series 6, 7, and 63 securities licenses through LPL Financial and his Series 65 through US Advisory Group. He lives in Ipswich with his wife, their two young children, and their black lab, Archie.

Tucker McDonald

President & Wealth Advisor

Tucker McDonald is President and a Wealth Advisor at U.S. Advisory Group. He works closely with individuals, families, business owners, executives, and retirees to help them make thoughtful decisions across investments, retirement, estate planning, taxes, insurance, and the other financial issues that become increasingly interconnected as wealth and responsibilities grow.

Tucker plays a central role in the firm’s investment research, portfolio oversight, and financial planning process. He is particularly focused on helping clients bring structure to the full financial picture—understanding what they own, what they are trying to accomplish, where potential risks or opportunities exist, and how the various pieces of their financial lives fit together. His approach emphasizes disciplined investing, clear communication, and long-term relationships.

A graduate of Boston College, Tucker is active in the North Shore professional and nonprofit community. He has held leadership roles with the Essex County Estate Planning Council and serves as Treasurer of the North Shore Community College Foundation. He holds his Series 6, 7, and 63 securities licenses through LPL Financial and his Series 65 through US Advisory Group and lives in Beverly with his wife and two children.

Client Service Team

Exceptional client service doesn’t happen by accident. It happens because experienced professionals are focused on making every interaction organized, responsive, and seamless.

Mary Harkins

Office Manager & Client Experience Director

Since joining US Advisory Group in 2015, Mary has become an indispensable part of the firm and one of the first people many clients come to know.

As Office Manager, she keeps the firm running smoothly behind the scenes while ensuring clients receive prompt, thoughtful service every day. Whether coordinating client requests, managing office operations, or helping keep countless moving pieces on track, Mary brings professionalism, warmth, and an unwavering commitment to doing things the right way.

Her attention to detail and genuine care for clients make her an invaluable member of the US Advisory Group team.

Kim Mahan

Client Service & Scheduling Coordinator

Kim helps ensure every client relationship begins with exceptional communication and organization.

She proactively coordinates client meetings, manages scheduling, and helps keep advisors and clients connected throughout the year. Having been part of the firm in various capacities for many years, she brings a deep understanding of both the business and the people we serve.

Clients often hear from Kim first when it’s time for a review meeting, and her friendly, organized approach helps every interaction run smoothly from start to finish.

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