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