Find Your Advisor
Seeking the guidance of a trusted and qualified financial planner is among the most crucial financial decisions you can make. At Commonwealth Financial Group, our planners are committed to understanding your unique challenges and aspirations. Leveraging the firm’s dedicated support and resources and working collaboratively with your existing advisory team, our planners provide an integrated financial strategy to help maximize your financial options.
Brigid Finlay | Financial Planner
Contact Information
617.539.2198
bfinlay@financialguide.com
280 Congress Street, Suite 1300
Boston, MA | 02210
In a world overwhelmed with financial information, Brigid helps her clients cut through the noise and take control of their financial futures. Her passion for financial planning was shaped by her own journey—transforming her approach to money through education. She believes financial health is deeply personal yet often overlooked and strives to make the process approachable, empowering, and tailored to each client’s unique goals.
A graduate of Boston College with a degree in Mathematics and a concentration in Business Management, Brigid blends analytical expertise with an understanding of the human side of financial planning. She recognizes that financial decisions aren’t just about numbers—they’re about people’s lives, ambitions, and peace of mind.
At Commonwealth Financial Group, Brigid works closely with individuals and families to help them build strong financial foundations. She helps clients navigate key life decisions—whether they’re buying a home, preparing for retirement, or growing their wealth—by simplifying complex financial concepts and creating personalized strategies. Her goal is to ensure every client feels informed, confident, and in control of their future.
Originally from Annapolis, MD, Brigid has called Boston home for over a decade and lives in the South End. Outside of work, you’ll often find her biking around the city, scoping new restaurants for her food blog, taking group fitness classes, or supporting Boston’s small businesses.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Ryan Wagner | Financial Advisor
Contact Information
O (617) 307-4761
C (860) 608-6792
ryan@realadviceforwealth.com
280 Congress Street, Suite 1300
Boston, MA 02210
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Matthew Fleming | Financial Planner
Contact Information
603.276.1689
matthewfleming@financialguide.com
43 Constitution Drive, Suite 201
Bedford, NH | 03110
Matt Fleming began his financial services career after serving as the executor of his parents' estate, an experience that allowed him to uncover the power of financial planning in building generational wealth. Inspired by how two individuals with modest means positioned themselves for long-term success, Matt developed a passion for helping others achieve financial confidence through strategic planning.
Matt blends leading financial research, proactive planning, and a personal touch to provide his clients with tailored financial strategies. Matt’s practice focuses on helping individuals and families take control of their financial futures, with an emphasis on building authentic relationships that inspire confidence and security.
Before transitioning to financial services, Matt spent several years as a talent agent in Nashville. He is also a lifelong musician, passionate about creativity and discipline—qualities he brings to his work with clients. Outside of his practice, Matt is actively involved in his community and enjoys spending time with his wife, kids, and two dogs.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Shawn Zwick | Financial Planner
Contact Information
802.722.7610
shawnzwick@financialguide.com
65 Main Street, Suite 201
Burlington, VT | 05401
Shawn is committed to helping individuals and businesses confidently take charge of their financial future, blending his experience, knowledge, and passion for helping others.
With nearly a decade of owning a Servpro franchise, Shawn understands the importance of having a trusted financial planner by your side. His background provides him with a unique perspective on the financial challenges entrepreneurs face, making him especially adept at helping individuals and business owners with personalized financial strategies.
Shawn’s approach to financial planning is grounded in his passion for educating and empowering others. Whether guiding clients through long-term financial strategies or assisting with everyday decisions, Shawn strives to grow his clients’ financial knowledge and simplify complex topics.
Outside of his professional life, Shawn is actively involved in his community, volunteering at the Essex Junction Recreational Park and Burlington YMCA, and participating in Queen City BNI. He starts every morning with a run to energize his day, and loves to snowboard, golf, cook, and read in his free time.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Chaz Newton| Financial Planner
Contact Information
603.276.3908
cnewton@financialguide.com
43 Constitution Dr, Suite 201
Bedford, NH 03110
Chaz Newton is passionate about helping people achieve their financial goals and build a secure future. For Chaz, there's nothing more rewarding than seeing his clients gain confidence in their financial decisions and feel a sense of security about their future.
What sets Chaz apart is his combination of financial expertise and genuine compassion. He’s committed to understanding each client’s unique needs and creating personalized strategies that align with their goals. Chaz believes in building long-term relationships, providing ongoing support, and being a trusted resource to guide his clients through every step of their financial journey.
Outside of work, Chaz is deeply involved in his local community. He’s been an active member of his church for over seven years and is passionate about supporting organizations that help young professionals and children. When he’s not working, you’ll find Chaz enjoying an active lifestyle—playing golf, making pizza, and spending time with his wife and two daughters, Charley and Sailor.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Garret Aube | Financial Planner
Contact Information
603.285.9725
gaube@financialguide.com
43 Constitution Dr, Suite 201
Bedford, NH 03110
Having grown up in a family of blue-collar workers, Garret is passionate about helping small business owners and trades professionals build, grow, and protect their wealth. He knows firsthand the hard work and dedication that goes into running a business and is committed to helping his clients feel valued and supported as they plan for their financial futures.
Garret knows that financial planning can feel overwhelming, and that it’s not a one-size-fits-all approach. It’s about creating a strategy that’s tailored to each person’s unique needs and goals. He believes that the small details really do matter because they help build a clear picture of a client’s financial future.
Whether it’s retirement planning, saving on taxes, or wealth management, Garret is focused on helping his clients live the life they want, not just the one they have to. He works with them to find the right opportunities that set them up for lasting financial success.
Before entering financial services, Garret gained hands-on experience in the trades, giving him a practical understanding that allows him to connect with his clients on a personal level. Outside of work, Garret enjoys skiing, golfing, and playing rugby in leagues across Newport and The Seacoast, while also dedicating time to coaching younger players.
Questions? Let’s Chat.
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James Fergola| Financial Planner
Contact Information
978.625.3334
jfergola@financialguide.com
280 Congress Street, Suite 1300
Boston, MA 02210
James originally planned to be a History teacher, even earning a Master's in Education, but his career path took a turn when he was offered an operations role with the John Hancock Financial Network. From there, he earned his securities licenses and found a way to blend his knowledge of the industry with his background in education, transitioning into a career as a financial planner.
Passionate about helping others, James is driven by the desire to prevent the financial struggles he has seen people face in their retirement years. He aims to ensure his clients are confident and protected as they approach this critical stage of life. Partnering with Commonwealth Financial Group (CFG) allows James to focus on holistic financial planning and provide a boutique experience that prioritizes clients' needs above all else.
James holds two Master's Degrees, one in Education: Curriculum and Instruction, and an MBA, both from the University of Massachusetts Lowell. He is an active Freemason, participating in several Masonic organizations and serving in various leadership positions. James lives in Amesbury, Massachusetts, with his wife Laura and their son, Franklin.
Questions? Let’s Chat.
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Alden L. Skillings | Financial Planner
Contact Information
978-213-1928
aldenskillings@financialguide.com
280 Congress Street, Suite 1300
Boston, MA 02210
Alden is a financial planner who originally became interested in the field while serving on active duty with the United States Army, where he often addressed issues relating to pay, personal finance, and government-sponsored retirement programs for soldiers. Recognizing the gaps in financial information available to soldiers, he took it upon himself to educate others, which sparked his passion for helping people plan their financial futures with intentionality and purpose.
Driven by the belief that helping others is the greatest currency in life, Alden finds immense joy in seeing the relief and excitement his clients feel when they gain control over their financial futures. This passion led him to partner with Commonwealth Financial Group (CFG), where he found a team genuinely invested in his success and empowered him to build his own business. His unique value proposition includes personal experience with military and federal government programs and a well-rounded approach to financial planning.
Outside of work, Alden holds a B.A. in Political Science and History from the University of New Hampshire, where he remains a devoted Wildcat, attending games with his wife, Casey. An avid reader, runner, and die-hard Manchester United fan, Alden enjoys exploring local restaurants in Middlesex County and spending time outdoors in New England. He continues to serve with the Army National Guard in Vermont and actively engages with the veteran community in New England.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Lishay Mack | Financial Advisor
Contact Information
617.765.2287
lishaymack@financialguide.com
280 Congress Street, Suite 1300
Boston, MA 02210
Lishay's passion lies in empowering women, families, and businesses, driven by a personal mission to be the advisor she wished her mother had. With Lishay, you can expect more than just financial advice – she takes the time to educate her clients on the "why" behind the plan, helping to ensure a deeper understanding and a stronger financial foundation.
Lishay Mack's journey to becoming a Financial Advisor is as unique as her approach to financial planning. Before delving into the world of finance, Lishay earned her B.S. in Integrative Neuroscience from Binghamton University in New York. Initially setting her sights on medical school, Lishay's path took a turn towards financial guidance, where she found her true calling in helping others secure their financial futures.
Beyond her role as a Financial Advisor, Lishay is an active member of her community, collaborating with various nonprofits to make a positive impact. When she's not running her practice, Lishay finds solace in the company of her two daughters, Alaila and Malia, along with their beloved dog, Henny. Alaila, with her sights set on Olympic dreams as a competitive gymnast, and Malia, who enjoys dancing and playing softball, they bring the joy and inspiration to Lishay's life.
Lishay Mack's ultimate dream is to bridge the wealth gap, one person at a time. With a blend of expertise, empathy, and a commitment to personalized financial guidance, Lishay is on a mission to transform lives and create a more financially secure future for all. Join Lishay on this journey towards financial empowerment and let her expertise guide you towards a brighter tomorrow.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Brittany LeClair | Financial Planner
Contact Information
802.577.2449
bleclair@financialguide.com
65 Main Street, Suite 201
Burlington, VT 05401
Brittany is driven by her passion for educating others, a journey that began with her studies in Early Childhood and Elementary Education at Champlain College. After years of teaching and mentoring educators, she realized her desire to make a broader impact, leading her to assume leadership roles overseeing multiple childcare centers in Vermont. Through these experiences, Brittany recognized the opportunity to leverage her expertise as an educator to empower individuals with financial knowledge, ultimately prompting her transition to the finance industry.
Her empathetic nature fuels Brittany's dedication to helping others, allowing her to deeply connect with individuals and enact meaningful change in their lives. She views each interaction as an opportunity to make a positive difference, capitalizing on her ability to understand and address the unique needs of her clients.
Brittany, a true Vermonter, embraces outdoor adventures, finding solace in nature through mountain hikes, and peaceful moments by the water. She advocates for active living, balancing running, yoga, and strength training to stay energized. Family holds significant importance for Brittany, shaping her character through the influence of both her immediate and extended relatives.
During her downtime, Brittany enjoys relaxation with her cherished companion, Daisy, while immersing herself in a good book. Her commitment to personal wellness and harmony with nature reflects her holistic approach to life and client interactions.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Lucas Barger | Financial Planner
Contact Information
617.812.7469
lbarger@financialguide.com
280 Congress Street, Suite 1300
Boston, MA 02210
Lucas's journey into the financial industry was sparked by a longstanding passion for investment strategies and opportunities. What began as a successful hobby of personally researching investments evolved into a desire to make a career out of helping others navigate the complex world of finance.
His passion for helping people stems from his diverse professional background, which includes roles focused on maximizing efficiency and profitability for companies including Tesla, Atkore and Sharples. Lucas realized that he wanted to channel his expertise and experience into something that directly benefits individuals, helping them make informed financial decisions and secure their future.
Commonwealth Financial Group's comprehensive approach to financial planning aligned perfectly with Lucas's vision of offering holistic financial solutions to his clients. Lucas also appreciated CFG's effective utilization of technology and systems, ensuring efficient and streamlined financial services.
Outside of work, Lucas's life has been a diverse journey spanning various interests and experiences. From growing up in southern California to pursuing education at UNH and serving in the Military, including deployments in Germany, Lucas has a rich background that shapes his perspective and approach. He enjoys spending time with his wife and kids and has a very active lifestyle, playing sports like basketball. He recently embarked on a new life adventure with a farm housing horses, goats, chickens, a dog, and a cat.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Cullen Barnes | Financial Planner
Contact Information 603.255.5647
cullenbarnes@financialguide.com
43 Constitution Drive, Suite 201
Bedford, NH 03110
Cullen found his calling in the financial services industry by being driven by the desire to assist individuals in realizing their full financial potential, irrespective of their life stage. Whether guiding young professionals at the outset of their financial journey or supporting seasoned individuals nearing retirement, Cullen derives immense satisfaction from facilitating their financial success stories.
His passion for helping others stems from a profound desire to make a meaningful impact in people's lives, knowing that he has played a pivotal role in their financial well-being and helped them achieve their dreams. Choosing to join CFG was a natural decision for Cullen, as the firm's holistic approach to financial planning and wealth of resources resonated deeply with his values and aspirations. He is committed to leveraging these strengths to provide tailored financial solutions that address the unique needs of each client.
Outside of work, Cullen is actively involved in community initiatives, such as fostering cats from a local animal shelter with his wife, reflecting his commitment to making a positive impact beyond the professional realm. With a bachelor's degree in Business Administration from UNH, Cullen enjoys outdoor pursuits like hiking and mountain biking, along with quality time spent traveling with his wife and engaging in sports activities. Additionally, his passion for cars led him to establish a mobile detailing business, allowing him to connect with others and indulge in his automotive interests while making a positive contribution to his community.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Cody Lynch | Financial Planner
Contact Information
Mobile (call only). 603.401.7608
CodyLynch@financialguide.com
43 Constitution Drive, Suite 201
Bedford, NH 03110
Cody Lynch is deeply passionate about the financial industry, drawn to its ever-evolving landscape. Recognizing each client's unique circumstances, goals, and motivations, Cody guides them on their financial journeys, committed to making financial planning accessible to all. In the CFG boutique atmosphere with resources from a respected broker-dealer, he dedicates face-to-face time to understand clients' situations and provide tailored recommendations.
Cody's unique value proposition lies in his ability to forge personal connections with clients, delving deep into the underlying motivations behind their financial decisions. Understanding the "why" is pivotal in delivering impactful financial planning solutions, and Cody is dedicated to unraveling these intricacies. Beyond his professional life, Cody actively contributes to his community, particularly in supporting veteran-owned businesses and families, drawing on his eight years of service in the U.S. Army and his commitment to their financial well-being.
Outside of work, Cody leads a dynamic life, balancing his roles as a husband and father with his passion for lacrosse and golf. A graduate of Rivier University and former college lacrosse player, Cody remains active in both summer and winter lacrosse leagues while cherishing quality time with his family in their Derry, NH home.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Colin Pomer | Financial Planner
Contact Information
Mobile. 802.266.4792 Office. 802.557.6567
CPomer@financialguide.com
65 Main Street, Suite 201
Burlington, VT 05401
A Southie (that means Massachusetts!) who landed in Vermont in 2010, Colin’s on a mission to make financial literacy accessible, stress-free, and even fun! A multi-passionate entrepreneur, he purchased a CrossFit gym in Waterbury, VT in 2019 – which he quickly transformed from a job that ran him into a business that runs itself. A year later, Colin began his financial practice to help other business owners create the same time and money freedom he achieved for himself.
As a financial advisor and fitness professional, Colin has a profound insight into the health and wellness industry. Whether you’re a nurse practitioner, a personal trainer, a physical therapist, or a dentist, Colin speaks your language and understands your concerns. He’s well-versed in a range of financial services, from insurance and employee benefits to tax planning strategies and investments, and prides himself on being uniquely equipped to steer his clients through an often overwhelming landscape with “big-picture” vision.
Colin gives back to his community by serving on the boards of Revitalizing Waterbury and the Community Action Service Team and hosting free workshops around financial literacy. When he’s not helping others use money as a tool to create and achieve the things they value most, Colin’s either spending time with his family, CrossFitting (yes, that’s a verb), cross-country skiing (he’s quite terrible at it), golfing, playing tennis (he’s better at those), doggedly trying to win a game of Monopoly, or regaling anyone in earshot with his endless dad jokes.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Brendan O’Sullivan | Financial Planner
Contact Information
Mobile. 617.398.4474 Office. 617-479-0075 x330
bkosullivan@financialguide.com
234 Copeland St. Suite 225
Quincy, MA 02169
Brendan is a dedicated Financial Planner passionate about helping individuals achieve their financial potential. His entry into the industry was sparked by a personal reflection on planning for his own future. As a member of the Lloyd-O'Sullivan Wealth Management Team at Commonwealth Financial Group, Brendan collaborates with three experienced advisors, focusing on strong client relationships.
Brendan's unique value proposition lies in empowering clients with clarity and confidence through education and relationship building. His expertise shines in simplifying intricate financial decisions, leveraging his ability to forge robust relationships to uncover nuanced solutions rooted in emotions and past experiences.
Outside of work, Brendan is involved in his community through volunteer work, including Special Olympics MA. He stays active with his love for running, golfing, and skiing. As a devoted New England sports fan, he finds joy in spending time on or near the ocean, cherishing moments with family and friends.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Elisabeth Kostin | Financial Planner
Contact Information
860.467.0769
ekostin@financialguide.com
Greater Hartford, CT Area
With a career spanning two decades in the non-profit sector, Elisabeth has dedicated herself to helping people. Her passion for making a positive impact led her to the financial industry, where she found Commonwealth Financial Group. Drawn to the firm's entrepreneurial spirit and collaborative culture, she saw an opportunity to provide quality and holistic financial planning accessible to clients from all backgrounds.
Elisabeth’s unique value proposition lies in assisting individuals with the most crucial financial decisions they'll face, ensuring a tailored approach that suits their particular needs. Beyond the office, she extends her commitment to community well-being by supporting causes related to mental health, food insecurity, and financial security.
Elisabeth resides in West Hartford, CT, with her husband and daughter. Her personal life is fueled by live music, a passion for sports (especially soccer), and cherished moments with family and friends. This fusion of professional commitment and personal interests underscores her all-encompassing approach to both work and life.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Jeff Denehy | Financial Planner
Contact Information
Mobile (call only). 508.641.9587
JDenehy@financialguide.com
197 First Ave, Suite 250
Needham, MA 02494
Jeff is a dedicated professional with more than a decade of experience in the financial services industry. Jeff's career has been driven by a strong commitment to helping others achieve financial growth through education and guidance. Jeff's passion for assisting people in reaching their financial goals arises from his observation that many individuals often rely solely on their company benefits, missing out on broader financial advice.
Jeff joined CFG due to the company's unwavering dedication to financial planning and education. CFG's environment is infectious, fostering a deep sense of purpose in reshaping the financial services process on both a personal and professional level. Collaborating with a company that shares his values and vision is a rare and gratifying experience for Jeff.
Throughout his career, Jeff has honed his expertise in the financial services industry. Over the years, he has had the privilege of educating and guiding clients through the ever-changing financial landscape. Whether it's assisting a family just starting out, helping another plan for retirement, or navigating the intricacies of estate planning strategies, Jeff is dedicated to providing tailored solutions and strategies.
Beyond his professional endeavors, Jeff volunteers his time when needed at his kids' school, Blessed Sacrament in Walpole, MA. Contributing to his community is important to him, and he takes pride in supporting the educational growth of young minds.
Jeff is not just a financial advisor; he is also a loving husband and father. Jeff and his wife, Liz, share a wonderful journey together, raising their three amazing children. Their family includes twin girls, Brooke and McKenna, who are 5 years old, and a lively son, Landon, who is 2 years old. Jeff cherishes every moment he spends with them, whether it's on vacation down the Cape, playing sports, or creating art and crafts together.
Jeff is a proud graduate of UMASS Dartmouth, equipped with a solid foundation of knowledge from his alma mater. Professionally, he has earned his life and health licenses, along with the Series 7 and 63 registrations.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Andrew Dessert | Financial Planner
Contact Information
617.380.4025
adessert@financialguide.com
280 Congress Street, Suite 1300
Boston, MA 02210
With a competitive spirit that propels him to uplift his community, Andrew entered the industry with a commitment to providing education and resources to individuals from diverse economic backgrounds, aiding them in helping to secure their financial future. His passion for assisting others is rooted in the fulfillment of helping them overcome seemingly insurmountable challenges, driven by his innate leadership mentality.
Andrew's decision to join CFG was a natural choice, influenced by the company's culture that emphasizes equipping professionals with the tools and resources required for success and its focus on comprehensive financial planning rather than being tied to specific insurance or investment products.
His unique value proposition lies in his dedication to nurturing enduring relationships founded on guidance, education, and unwavering support.
Beyond his professional life, Andrew is a University of New England alum with a background in college basketball. His hobbies encompass golf, gym workouts, travel, and attending sporting events. However, his most cherished moments are those spent with family, especially in his role as an uncle to his two nephews. He lives by the mantra, "Who you are tomorrow begins with what you do today." Additionally, he is deeply involved in his community, regularly participating in charity events such as One Mission, Southern New England Brothers Ride, Friends of Jack, and First Responders' charity events, aligning with his commitment to making a positive impact beyond his career.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Patrick O’Brien | Financial Advisor
Contact Information
617.340.3006
PatrickObrien@financialguide.com
280 Congress Street, Suite 1300
Boston, MA 02210
Patrick O'Brien is a dedicated financial advisor with an unwavering commitment to empowering individuals, families, and business owners. Patrick's journey in the industry was inspired by his insatiable curiosity about the profound impact of money on our lives. He recognized a stark reality: many lack a comprehensive understanding of the rules governing the financial game. This realization ignited Patrick's mission to educate the people in his life on these crucial financial principles and share with them the potential to unlock financial confidence.
Throughout his career, spanning from entrepreneurship to banking and serving as a CFO, Patrick has been passionately dedicated to helping individuals fervently focused on their unique talents and aspirations. His goal has consistently been to help remove the financial obstacles that often obstruct their path. In his practice, Patrick provides clients with invaluable education, guidance, and oversight of their financial well-being, enabling them to shed the burden of financial concerns and devote more time to honing their gifts and pursuing their passions.
Patrick's reasoning for joining CFG was driven by two compelling reasons. It affords him the freedom to maintain independence, crafting a practice tailored to the clients he is most passionate about, all while benefiting from the resources and support of a well-established firm. Furthermore, he resonates with CFG's consultative approach to financial planning, prioritizing personalized solutions over one-size-fits-all approaches. Patrick takes the time to tailor financial plans to each client's unique goals and circumstances, ensuring these plans evolve with their changing lives.
Beyond his professional pursuits, Patrick enjoys free time with his family, staying involved in his two kids’ activities like rugby and swimming or going to their favorite beaches around the south shore. His passion for travel and his love for quality time with family and friends and his community underscore his commitment to living a fulfilling life both inside and outside the realm of finance.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Kim Martell, CPA | Financial Planner
Contact Information
617.362.4452
kmartell@financialguide.com
280 Congress Street, Suite 1300
Boston, MA 02210
With a background in banking and as a CPA*, I was drawn to this industry to leverage my skills in guiding others' financial journeys. Rooted in a deep desire to offer education, knowledge, and compassion, my passion for helping people drives my commitment. Being a trusted resource for my clients, I deliver not only financial confidence but also sound advice. This commitment is further enriched by my personal experiences in ensuring my family's financial well-being, which has nurtured a special dedication to empowering women's financial literacy.
Partnering with CFG enables me to offer comprehensive, holistic financial planning, aligning perfectly with my goal of helping to achieve full financial potential for my clients. My unique value lies in delivering tax-efficient financial solutions with empathy and understanding.
Outside work, I hold a degree in Economics and Accounting from The College of the Holy Cross and am a dedicated parent to two children— my son is a recent Syracuse graduate now pursuing his master’s degree, and my daughter is in high school. I actively engage with the community through CABI and MassCPA's committees, extending my commitment to making a positive impact in my community.
My journey is all about helping clients achieve their financial dreams, backed by expertise, empathy, and a dedication to empowerment.
Favorite Quote:
"My mission in life is not merely to survive, but to thrive; and to do so with some passion, some compassion, some humor, and some style." -Maya Angelou
*Licensed but not practicing
Questions? Let’s Chat.
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