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Our Retirement Team

Our partnership with Commonwealth Financial Network®, a leading Registered Investment Adviser–broker/dealer, provides us access to a team of knowledgeable and experienced retirement professionals at Commonwealth who assist us in our efforts to provide you with the best possible service. Each of the members on this team brings a breadth of experience in the industry and within his or her own specialization.

Karen DiStasio

Vice President, Strategic Retirement Solutions

Thomas Crutchfield, CFP®, AIF®, PPC™, CPFA

Manager, Strategic Retirement Solutions

Allen Cohen, CPFA

Senior Retirement Solutions Consultant

Mike Clifford, CPFA

Retirement Solutions Consultant

Mike Triana, CRPS®, CPFA

Senior Retirement Solutions Consultant

Jeff Gillette, CPFA

Retirement Solutions Consultant

Mat Powers, CFA®, AIF®

Director, Strategic Retirement Solutions

Dan Toomey, QKA®, CPFA®

Manager, Retirement Product

Michael Geraci, MSF, AIF®, CRPC®, CRPS®, CIMA®

Supervisor, Retirement Investment Solutions

Bob Burke

PlanAssist Program Manager

Patricia Garvey

Product Manager

Alex Lauretti, CPFA

Retirement Solutions Analyst

Chris Lydon, AIF®

Retirement Solutions Investment Analyst

Adam Khalek

Retirement Solutions Investment Associate

Sophie Barrow, CPFA

Retirement Solutions Specialist

Karen DiStasio

Vice President, Strategic Retirement Solutions

  • Leads the Retirement Consulting Services group.
  • Drives the department’s strategic initiatives for all facets—including marketing, operations, sponsor relations, and client experience—to ensure that advisors have the highest degree of products, services, and support to serve the retirement plan market
  • Holds FINRA Series 6 and 63 securities registrations
  • Earned a bachelor’s degree in business administration from the University of Massachusetts Amherst
  • Has prior experience at Putnam Investments, New York Life, and John Hancock Retirement Plan Services in various marketing and business development roles

Thomas Crutchfield, CFP®, AIF®, PPC™, CPFA

Manager, Strategic Retirement Solutions

  • Responsible for strategic initiatives through collaboration with internal departments and third-party service provider firms
  • Serves as a member of the National Association of Plan Advisors (NAPA)
  • Holds the CERTIFIED FINANCIAL PLANNER™ professional certification, as well as the Accredited Investment Fiduciary® (AIF®), Professional Plan Consultant™ (PPC™), and Certified Plan Fiduciary Advisor (CPFA) designations
  • Earned a BS in finance from the University of Houston
  • Has prior experience as the director of financial planning programs at Merrimack College, where he managed all aspects of the CFP® certification curriculum

Allen Cohen, CPFA

Senior Retirement Solutions Consultant

  • Fields inquiries from advisors and provides retirement consultation on all aspects of advisors’ retirement practices, from new business development and plan proposals to plan design, product placement, and regulatory matters
  • Works with advisors on driving retirement plan sales and improving the client experience
  • Holds FINRA Series 6 and 63 securities registrations and the Certified Plan Fiduciary Advisor (CPFA) designation
  • Earned a BA from Bates College
  • Has prior experience at State Street Bank, CitiStreet, and Voya

Mike Clifford, CPFA

Retirement Solutions Consultant

  • Helps advisors and Commonwealth home office staff navigate complex situations related to traditional, Roth, SIMPLE, and SEP IRAs, including addressing operational inquiries and concerns and IRS rules and regulations
  • Earned a BS in business management, with a concentration in marketing and management, from the University of Massachusetts Lowell
  • Has prior experience as a client support administrator at Putnam Investments
  • Holds the Certified Plan Fiduciary Advisor (CPFA) designation

Mike Triana, CRPS®, CPFA

Senior Retirement Solutions Consultant

  • Helps advisors and Commonwealth home office staff navigate complex situations related to traditional, Roth, SIMPLE, and SEP IRAs, including addressing operational inquiries and concerns and IRS rules and regulations
  • Holds FINRA Series 7, 24, and 66 securities registrations
  • Holds the Chartered Retirement Plans SpecialistSM (CRPS®) and the Certified Plan Fiduciary Advisor (CPFA) designation
  • Earned a BS from Cal Poly San Luis Obispo
  • Has prior experience as a team lead in the Retirement Operations department and with Wells Fargo Advisors

Jeff Gillette, CPFA

Retirement Solutions Consultant

  • Fields inquiries from advisors and provides retirement consultation on all aspects of advisors’ retirement practices, from new business development and plan proposals, to plan design, product placement, and regulatory matters
  • Works with advisors on driving retirement plan sales and improving the client experience
  • Holds FINRA Series 7 and 66 securities registrations and Massachusetts Life, Accident, and Health license
  • Holds a BA from the University of Pittsburgh
  • Has prior experience at EPIC RPS, DaVinci Capital Management, Beltz-Ianni & Associates, and Paychex

Mat Powers, CFA®, AIF®

Director, Strategic Retirement Solutions

  • Directs Commonwealth’s plan investment services, including Commonwealth’s 3(38) fiduciary plan service, PlanAssist Investment Management
  • Sets the strategic direction of Commonwealth’s plan investment platform, investment service development, and associated resources and tools
  • Is a Chartered Financial Analyst® (CFA®) charterholder and holds the Accredited Investment Fiduciary® (AIF®) designation
  • Earned a bachelor’s degree from Syracuse University and a master’s degree in investment management from Boston University
  • Has prior experience at Fidelity Investments, BNP Paribas, and Loomis, Sayles & Co

Dan Toomey, QKA®, CPFA®

Manager, Retirement Product

  • Develops processes and procedures to ensure that Commonwealth meets regulatory standards.
  • Monitors retirement industry regulatory trends related to ERISA, DOL, and the SEC.
  • Has over 20 years of experience in the retirement industry, including 10 years working in recordkeeping and 10 years overseeing the Retirement department at a professional employer organization
  • Bachelor’s degree in English from the University of Rochester and holds his American Society of Pension Professionals & Actuaries, Qualified 401(k) Administrator, and Certified Plan Fiduciary Advisor designations.

Michael Geraci, MSF, AIF®, CRPC®, CRPS®, CIMA®

Supervisor, Retirement Investment Solutions

  • Manages the due diligence process for Commonwealth’s Retirement Plan Investment Recommended List, which serves as a key resource to the firm’s advisors, by ensuring coverage across key asset classes and share classes for mutual funds, comingled trusts, stable value products, and target-date portfolios, as well as maintaining an industry blueprint as to which recordkeeping platforms offer these strategies
  • Works on the PlanAssist Investment Management program performing manager due diligence and investment selection
  • Holds FINRA Series 7, 6, and 63 securities registrations and a Massachusetts life and variable insurance license
  • Holds the Chartered Retirement Planning CounselorSM (CRPC®), Chartered Retirement Plans SpecialistSM (CRPS®), Accredited Investment Fiduciary® (AIF®), Certified Investment Management Analyst® (CIMA®) designations
  • Earned a BA from the University of New Hampshire, an MS in finance from the Brandeis University International Business School, and a certificate in executive leadership from Vanderbilt University’s Owen Graduate School of Management
  • Has prior experience in the investments and retirement plan divisions at John Hancock, as well as in brokerage trading with Fidelity Investments

Bob Burke

PlanAssist Program Manager

  • Program manager for PlanAssist Investment Management, Commonwealth’s 3(38) plan fiduciary service
  • Oversees consulting, administration, marketing, and program development for PlanAssist
  • Has worked at The Standard, E*Trade, and SAVVI Financial

Patricia Garvey

Product Manager

  • Oversees the development and ongoing enhancements related to key retirement plan products—including data architecture, data management, and associated product testing—that are offered to Commonwealth advisors who manage qualified retirement plans
  • Earned a degree in economics from Regis College
  • Has prior experience at MFS Investment Management and Sun Life Financial

Alex Lauretti, CPFA

Retirement Solutions Analyst

  • Assists the Retirement Consulting Services team in managing its daily activities and contributes to various projects
  • Serves as a resource to advisors and service provider partners
  • Earned a degree from Colgate University
  • Holds FINRA Series 7 and 66 securities registrations and the Certified Plan Fiduciary Advisor (CPFA) designation

Chris Lydon, AIF®

Retirement Solutions Investment Analyst

  • Acts as a liaison for Commonwealth’s retirement plan investment platform and associated resources, tools, and vendor relationships
  • Manages procedures around 3(38) fiduciary services and advises on their application
  • Fields advisor inquiries on investment oversight best practices
  • Earned a degree from the Gonzaga University
  • Chris holds his FINRA Series 7 and 66 securities registrations
  • Has prior experience in the Transfer of Assets department

Adam Khalek

Retirement Solutions Investment Associate

  • Acts as a liaison for Commonwealth’s retirement plan investment platform and associated resources, tools, and vendor relationships
  • Assists in managing procedures around 3(38) fiduciary services and advises on their application
  • Fields advisor inquiries on investment oversight best practices
  • Earned a degree from Framingham State University

Sophie Barrow, CPFA

Retirement Solutions Specialist

  • Assists the Retirement Consulting Services team in managing its daily activities
  • Serves as a resource for advisors, service provider partners, and internal departments regarding the Retirement Plan Consulting Program
  • Holds a degree from Saint Anselm College

This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TX, UT, VA, WA, WI, WV, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA , SIPC, a Registered Investment Adviser.

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