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, Retirement Consulting Services
Thomas Crutchfield, CFP®, AIF®, PPC™, CPFA
Manager, Advisor Solutions
Allen Cohen, CPFA
Senior Retirement Consultant
Steven Johnian, CPFA
Supervisor, Retirement Consulting Services
Sheryll Yee, CRPS®, CPFA
Retirement Consultant
Mike Clifford, CPFA
Retirement Consultant
Mike Triana, CRPS®, CPFA
Retirement Consultant
Jeff Gillette, CPFA
Retirement Consultant
Mat Powers, CFA®, AIF®
Manager, Retirement Consulting Investment Services
Michael Geraci, MSF, AIF®, CRPC®, CRPS®, CIMA®
Senior Product Manager, Retirement Consulting Investment Services
John Peters, CFP®, AIF®, PPC™
Manager, Retirement Plan Marketing
Dan Collins, AIF®
Retirement Marketing Program Manager
Patricia Garvey
Product Manager
Alex Lauretti, CPFA
Retirement Consulting Services Analyst
Chris Lydon
Retirement Consulting Investment Associate
Adam Khalek
Retirement Consulting Investment Associate
Sophie Barrow
Retirement Consulting Services Associate