• Responsible for the strategic direction of the department, as well as providing a resource for advisors on issues involving trust, estate, tax, charitable, social security, business, insurance, and education planning
• Holds the CERTIFIED FINANCIAL PLANNER™ professional certification and the Chartered Life Underwriter® (CLU®), Chartered Financial Consultant® (ChFC®), and Certified in Long-Term Care (CLTC) designations, as well as Massachusetts life, accident, and health insurance licenses
• Holds the FINRA Series 6, 7, 24, and 63 securities registrations
• Earned a BS in business administration from Northeastern University; an MSFS from the American College of Financial Services; and a JD, with a focus on estate, trust, and tax law, from New England Law Boston
• Has prior experience in positions at Renaissance Insurance Group, John Hancock, and Ernst & Young

• • Serves as a resource for advisors on issues involving estate, charitable, tax, social security, and education planning
  • Holds the Certified Advisor in Philanthropy® (CAP®) certification as well as the FINRA Series 7, 9, 10, and 63 securities registrations
  • Earned a bachelor’s degree from Endicott College; a JD from the University of San Diego; an LLM (Master of Laws) in taxation with a focus on estate planning from Boston University; and an MS in financial planning from Bentley University
  • Has prior experience in positions at Bank of America Investment Services/Merrill Lynch and Investors Capital, as well as extensive operations experience at Commonwealth

• Serves as a resource on issues involving estate, trust, charitable, education, business, and social security planning strategies
• Holds the CERTIFIED FINANCIAL PLANNER™ professional certification and the FINRA Series 7 and 66 securities registrations
• Earned a bachelor’s degree in finance from Bentley University
• Previously held several positions at Fidelity and UBS

• Serves as a resource for our advisors on issues involving financial planning software and charitable, tax, education, and social security planning
• Holds the CERTIFIED FINANCIAL PLANNER™ professional certification and the FINRA Series 7, 24, and 66 securities registrations
• Earned a bachelor’s degree in business administration from the University of Connecticut School of Business
• Previously held several leadership roles on Commonwealth’s data integrity team, most recently as supervisor of the group

• Serves as a resource for advisors in all areas of financial planning, including executive benefits, as well as high-level insurance planning and social security, estate, and business planning
• Holds the Chartered Life Underwriter® (CLU®) and Chartered Financial Consultant® (ChFC®) designations
• Earned an MBA from Plymouth State University
• Has prior experience as an assistant vice president of advanced sales and sales development at Lincoln Financial Group; has also worked at Western and Southern Financial Group, Lafayette Life Insurance Company, and Jefferson Pilot Insurance Company

• Serves as a resource on issues involving estate, charitable, tax and education planning
• Earned a BBA, an MBA, and a JD from the University of Michigan
• Has prior experience as an estate planning attorney and personal trust advisor

Serves as a resource for advisors on financial planning issues, including trust, estate, business, education, social security, and charitable planning
Earned a bachelor’s degree from the University of Massachusetts and a JD from the Massachusetts School of Law
Is admitted to the Commonwealth of Massachusetts bar and the State of New Hampshire bar
Was a practicing estate planning attorney

• Serves as a resource for advisors on financial planning issues, including business, education, estate, social security, and trust planning
• Earned a bachelor’s degree and a JD from Duquesne University and an LLM (Master of Laws) in international human rights from the National University of Ireland
• Is currently pursuing the CERTIFIED FINANCIAL PLANNER™ professional certification
• Has prior experience working for the U.S. District Court for the Western District of Pennsylvania

• Serves as a resource for advisors on financial planning issues, including trust, estate, business, education, social security, and charitable planning
• Earned a bachelor’s degree from Tulane University, a JD from Tulane University School of Law, and an LLM in taxation from New York University School of Law
• Member of the New York State Bar (retired) and American Bar Association

• Serves as a resource for advisors on issues involving estate, trust, charitable, education, business, deferred compensation and social security planning strategies.
• Holds the Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), and Certified Student Loan Professional (CSLP) designations, as well as the FINRA Series 7 securities registration and California life, accident, and health insurance licenses
• Earned a bachelor’s degree in finance from Biola University
• Has prior experience conducting research and analysis and implementing advanced estate and business strategies with independent advisors