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