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.
Matthew J. Capone | CPFA
Contact Information
Mobile. 401.246.8799 Office. 401.461.1333
mcapone@financialguide.com
207 Quaker Lane, Suite 203
West Warwick, RI 02893
Matt has been a licensed financial advisor in the Financial Services industry since 1981, with extensive experience in both retail and institutional markets. Over the years he has worked with some of the largest financial service firms in the industry including Merrill Lynch, Smith Barney, New York Life and MassMutual serving in multiple positions and capacities. Over the last 8 years he served as Managing Partner for his own firm, Mosaic Wealthcare Group, LLC and at the end of 2021 merged it into Commonwealth Financial Group to establish an intergenerational planning team.
By joining Commonwealth Financial Group, it has allowed Matt to enhance his practice by giving him access to an extensive team of financial professionals. He is able to consult with a case design team, business planning specialists, an estate planning attorney, CPAs and employee benefit specialists. This team-based approach results in a comprehensive strategy that is tailored to each individual and institutional client. Matt’s unique combination of intellect, experience and insatiable hunger for learning serve as a cornerstone of wisdom and perspective for his clients. His client-centric philosophy, strong ethics, and attention to detail provide critical leadership to the team.
A graduate of Harvard University with a degree in Economics, Matt has continually over the years completed numerous programs and courses to enhance his knowledge and expertise in all aspects of the financial service industry. This includes the Certified Plan Fiduciary Advisor (CPFA) certification which qualifies him as a fiduciary in the retirement planning field. Matt lives in Riverside, RI with his wife Evelyn and spends most of his personal time cooking, listening to music and spending time with his four grandchildren.
Business Planning
Business Protection
Succession Planning
Executive Compensation
Employee Benefits
Retirement Plans
Financial Wellness Implementation
Personal Planning
Risk Management
Retirement Planning
Estate Planning
Education Funding
Wealth Management
Legacy Planning
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.
Anastasia Surmava | Financial Advisor
Contact Information
802.278.9875
asurmava@financialguide.com
65 Main Street, Suite 201
Burlington, VT 05401
Anastasia was born in the Republic of Georgia but was raised in Burlington, Vermont. Coming from a hard-working background, she always had a thirst for knowledge and graduated with a Bachelors of Science degree from the University of Vermont specializing in Nuclear Medicine.
She left her career in medicine to explore the world and found she had a taste for the open waters. She sailed the Adriatic Sea for 7 years, working as a chef on countless successful charters. Anastasia gained a wealth of knowledge working with people from all backgrounds around the globe, inspiring her to ground her roots back home in Vermont.
She built her financial planning practice with a goal in mind to establish herself with her beloved community and inspire others to achieve their financial goals. Collecting all of her experiences together, Anastasia finds it really easy to connect with each and every one of her clients on a personal level, yet maintaining a high level of professionalism. She is a driven entrepreneur and works diligently to motivate other like-minded individuals and to assist them with, not only identifying, but achieving their ultimate financial goals.
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.
Todd L. Crowley | Financial Services Professional
Contact Information
Mobile (call only). 917.841.3953
tcrowley@financialguide.com
280 Congress Street, Suite 1300
Boston, MA 02210
When our children were diagnosed with a rare disorder in 2017, I made it one of my missions to bring the best financial guidance possible to the life sciences and nonprofit industries around New England. As they directly helped families like ours, I wanted our work to help them.
To accomplish this on a client-by-client basis, I partner with top financial advisors and one of the top employee benefits brokers in the country. This model allows everyone to truly focus on what they enjoy most and importantly, what they do best.
For our personal financial planning clients, this means our team of CFPs acts as a true “thought partner” as we guide our clients to build and preserve their wealth decade after decade.
For our non-profit and corporate clients, we are of greatest service by having our award-winning employee benefits partner show them new ways to contain or reduce the ever-climbing cost of their health insurance (yes, it is possible!) This often also means having our strategic partners seamlessly provide and coordinate any or all payroll, HR and 401k/403b services.
Todd earned his BA from Colgate University, is an alumnus of The Belmont Hill School and is active in
the alumni affairs of both. In 2018, seeing a community in severe need, Todd co-founded The Mending Minds Foundation (www.MMinds.org), a non-profit dedicated to improving the diagnosis and treatment of Childhood Post-Infectious Neuroimmune Disorders such as PANDAS and PANS. He also served on the Board of Directors of Riverside Community Care, a non-profit health and human services organization in Massachusetts. Todd lives in Wellesley with his wife and three children.
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.
Jeremy Katz | Financial Planner
Contact Information
617.420.7780
katzj@financialguide.com
280 Congress Street, Suite 1300
Boston, MA 02210
CFP
Jeremy began his career in financial services in 2007 at Union Bank in San Francisco as an institutional bond trader. His experience going through the great recession and seeing the financial impact it had on so many, drove him to want to foster relationships with individuals and families to help them make thoughtful, efficient financial decisions.
Clients appreciate Jeremy’s ability to listen and understand their goals and concerns. This allows for the collaboration needed to create specific blueprints in the form of a unique personal financial plan. Collaboration is key, which is why Jeremy’s approach is to integrate not only internal resources such as investment and insurance experts, but to include client’s personal resources, including CPA’s, and estate attorneys as well.
Jeremy’s process and experience helps individuals, families and business owners alike address a myriad of concerns, from simply managing cash flow better, to advanced investment, income and tax planning, as well as legacy and estate preservation strategies.
Originally from Ohio, Jeremy graduated from The Ohio State University with a B.A. in Political Science. Upon graduating, Jeremy moved to San Francisco where he met his wife, Annie. They moved to Massachusetts and settled in Boxford, where they live with their son Owen, daughter Lyla, and dog Brae.
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.
Amanda Peden | Financial Planner
Contact Information
Mobile. 802.266.4484 Office. 802.557.6565
APeden@financialguide.com
65 Main Street, Suite 201
Burlington, VT 05401
CDFA®
With a passion for helping others and extensive industry experience, Amanda has planted her feet as a Financial Planner at Commonwealth Financial Group. As a woman with vast knowledge of what has primarily been a male-dominated industry, Amanda brings an unparalleled point of view. She takes to heart the idea that proper financial education helps lead to individual freedom and long-term success.
While Amanda works well with a variety of folks, she specializes in working with business owners, helping them to take time out of their busy schedules and think about their financial future in a more intentional way. She also works well with women as she has noticed that many women feel most comfortable in working with a female financial planner – connecting on a level they may have struggled to with other advisors in the past.
Outside of the office, you’ll find Amanda at a local dance studio, attending a boxing or yoga class, volunteering for various local non-profit organizations, or baking something sweet at 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.
G. Michael Papaz | Financial Planner
Contact Information
Mobile. 508.306.8135 Office. 508.366.1202
gmpapaz@financialguide.com
www.papazfinancial.com
280 Congress Street, Suite 1300
Boston MA, 02210
CLU®, ChFC®, CFP®, CFBS
For over 30 years, Michael has been providing his clients with comprehensive financial planning services. His practice specializes in wealth management, retirement planning, estate planning, and business succession planning. He began his career as a financial representative with Northwestern Mutual in 1981. In 2001, he joined a general agency of Massachusetts Mutual Life Insurance Company (MassMutual) to best serve the needs of his growing practice.
A graduate of the University of Massachusetts, Amherst, MA with a degree in Finance, Michael continued his education by earning the Certified Financial Planner (CFP®) designation at the College of Financial Planners in Denver, CO. He also earned the professional designations of Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and Certified Family Business Specialist (CFBS). Michael holds FINRA Series 7, 6, 63, 65 securities registrations, and life and health insurance licenses.
Michael’s commitment to his expertise, experience and integrity is seen through his continued membership in professional organizations including the Society of Financial Service Professionals, the National Association of Insurance and Financial Advisors, and the Certified Financial Planner® Board of Standards.
Throughout his career, Michael has dedicated his time and support to numerous charitable and community organizations such as the American Cancer Society, Make-A-Wish Foundation, Corridor Nine Area Chamber of Commerce, and the Rotary Club of Westborough. Michael is also a founding member of the Boroughs Branch of the YMCA of Central Massachusetts.
Michael and his wife, Jane, reside in Westborough, MA and have two daughters. Outside of work, he enjoys golf and spending time at their summer home in Kennebunkport, ME.
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.
Michael Weiner | Financial Advisor
Contact Information
Mobile (call only). 617.312.5115
michaelwweiner@financialguide.com
280 Congress Street, Suite 1300
Boston, MA 02210
Lets chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Annie Groth | Financial Advisor
Contact Information
602.616.6808
agroth@financialguide.com
280 Congress Street, Suite 1300
Boston, MA 02210
CFBS
Annie Groth received her Certified Family Business Specialist (CFBS) designation from The American College and has over 20 years of experience working with and strategizing for family business owners. Her professional mission and passion is to help business owners understand, build and protect the value of their company while preparing and executing succession/exit plans on their terms. Annie helps owners of medium-sized companies design and implement customized plans and solutions that encompass the family, business and ownership domains of their financial life. This specialized and strategic approach addresses the complex and interrelated nature of business owner concerns. Her practice involves advanced estate planning, business succession planning, executive compensation and benefit plan designs, and retirement planning. As a Registered Representative of MML Investors Services, LLC, she is available to assist you in your individual various financial needs as well as serving as lead representative on select company retirement plans.
Annie began her 20+ year career with The Guardian Life Insurance/Park Avenue Securities. After 8 years, she left to join MassMutual AZ, MassMutual PPG, and now CFG to enhance her abilities and reach for individuals and family businesses.
Annie is a giver…a community leader, advocate, mentor, civil rights champion, powerful speaker and passionate about community service. Annie is deeply committed to leaving the world a better place for all. Annie’s accomplishes include YWCAAZ Dorothy Willey Award, ATHENA Valley of the Sun recipient, Outstanding Woman in Business, Community Gold Service Award, Nomination for Financial Advisor of the Year and a Special Congressional Recognition.
LOYALTY, INTEGRITY AND EXPERTISE
Annie is a uniquely perceptive listener, compassionate advocate and believes the truth is gained through access to knowledge. Annie has a deep commitment to empower women by providing them the knowledge and tools needed to set challenging goals for their professional and personal growth. In 2008, Annie launched her Pearls of Wisdom quarterly event addressing real life problems facing women every day. Annie encourages women to take responsibility for their physical, emotional and spiritual needs through knowledge and education. This event has grown from a modest dozen to now over 100 women in attendance with a growing wait-list of highly esteemed keynote speakers. Women leave Pearls feeling treasured, connected and hopeful for the future.
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.
Nicholas Roop | Financial Planner
Contact Information
802.230.1424
nroop@financialguide.com
65 Main Street, Suite 201
Burlington, VT 05401
Nicholas “Nick” Roop is a Financial Planner at Commonwealth Financial Group, a graduate of Norwich University, and a veteran of the United States Marine Corps.
Nick’s passion for helping others with their finances developed early as he educated himself about all aspects of financial management, from personal finance to business investment. Seeing the positive impact his military service to the country brought, it became just as important to Nick to put that same level of energy, effort, and commitment into improving the lives of others through financial planning.
The focus of Nick’s business is working with families and business owners to achieve financial independence. Nick works with a wide range of clients, but he specializes in working with members of the military, veterans, police, nurses, and other frontline personnel. He also works well with business owners, both large and small, and business executives.
Nick’s holistic approach is similar to that of a personal CFO: he works with the important professionals in your life, including lawyers, accountants, mortgage brokers, and others, to ensure that any and all financial decisions are made with your best interests and goals in mind.
Education is another cornerstone of Nick’s business and personal life. His wife, Maria is a teacher, and he, too, views himself as an educator. He loves to coach clients on each step of their financial plan, so they feel empowered, confident, and comfortable in their financial life.
Nick and his wife, Maria, live in Colchester, VT, with their daughters, Madison and Remington, and sons, Alexander and Ryan. Nick and Maria enjoy creating a sense of community by hosting dinners with friends. In the summer, you’ll find his family on Lake Champlain, while winter weekends are spent either relaxing at home or hitting the slopes for snowboarding adventures.
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.
Heather Yetman | Financial Advisor
Contact Information
Mobile (call only). 617.413.7159
HYetman@financialguide.com
197 First Ave, Suite 250
Needham, MA 02494
Heather focuses on educating her clients to empower them to make confident financial choices for themselves and their families. While Heather works with many different individuals, she focuses on working closely with young professionals to help protect their families and plan for their future goals. She understands the complexity involved in executing a detailed financial strategy and works closely with her clients through their different phases of execution.
Heather starts every relationship with her clients understanding their unique prospective and learning what is most important to them. Once she uncovers the needs and goals of her clients, she works with her team of experts to build a financial strategy for her clients. With many more years of working alongside her clients, Heather will be able to guide them through during the three stages of wealth: accumulation, distribution, and preservation.
Heather earned a bachelor of arts from the College of the Holy Cross in Worcester, MA. She volunteers her time with various youth organizations including Crossroads for Kids in Duxbury, MA and Mother Caroline Academy in Dorchester, MA. Outside the office, Heather enjoys playing golf and tennis, reading, baking, and spending time with her husband and their three sons, Brooks, Cooper, and Wyatt.
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.
Christine Burke | Financial Planner
Contact Information
Mobile. 978.288.0651 Office. 978.475.8710
crburke@financialguide.com
One Dundee Park, Suite 1
Andover, MA 01810
CFP®
Financial planning is an ever-evolving and complex process. Christine has been recognized as an advisor who is dedicated to educating her clients on sound financial principles that help ensure their long-term financial success. Christine is committed to providing holistic financial planning to individuals, families, and business owners. Her approach to financial planning is to develop personal and lifelong relationships with her clients to understand their unique situations and goals. Clients appreciate her willingness to work collaboratively with their other professional advisors, including attorneys and CPAs, to manage the design and implementation of a clear, comprehensive plan.
At CFG, she has access to an extensive team of financial professionals, including design center, business planning specialists, estate planning attorney and CPAs. This team-based approach results in a comprehensive strategy that is tailored specifically to each individual client.
Christine Routhier Burke began her career with Commonwealth Financial Group in 1992.
With more than 30 years in the industry, she works primarily with business owners and professionals, helping them develop and implement wealth and risk management strategies to achieve their financial goals. Her process enables her clients to gain control of their financial lives while minimizing the time they spend on it.
Christine is a native of Lawrence, MA and lives with her husband Tom in Andover. In her spare time, she enjoys spending time with family, volunteering with her church, being involved with the community, reading, xcountry skiing, biking and of course cheering on the Bruins & Celtics.
Membership
Certified Family Business Specialist
Certified Financial Planner™
Corporation for Long Term Care Certification
Merrimack Valley Chamber of Commerce
National Association of Insurance and Financial Advisors
St. Augustine School Advisory Board
St. Augustine Parish Pastoral Council
Up With People Alumna
Friends of Northern Essex Community College
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.
Michael Ward | Partner & Financial Advisor
Contact Information
617.231.9775
mjward@financialguide.com
280 Congress Street, Suite 1300
Boston, MA 02210
Mike has been with Commonwealth Financial Group since 2007, and has been with MassMutual since 2005. He prides himself on developing a comprehensive financial analysis for each of his clients, so he can better understand their unique goals and objectives. His clients are in the personal market space, small business owners, and pre-retirees.
Mike lives in Walpole with his wife Maureen, and his 2 children, Grace (13) and Brandon (11). In his free time he enjoys coaching youth sports, golfing, and traveling.
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.
Lawrence Wilson | Associate
Contact Information
Office. 508.491.3186
ltwilson@financialguide.com
Partners Insurance Group
560 Wilbur Ave
Swansea, MA 02809
Lets chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Thomas M. Valentine Jr. | Financial Advisor
Contact Information
Mobile. 508.466.5721 Office. 508.796.5950
tvalentine@financialguide.com
645 Chandler Street
Worcester, MA 01602
Lets chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Benjamin Taylor | Financial Consultant
Contact Information
Mobile. 781.219.0574 Office. 617.526.9360
bstaylor@financialguide.com
280 Congress Street, Suite 1300
Boston, MA 02210
AIF
Ben joined Commonwealth Financial Group in 2002 and formalized his partnership with Bob shortly thereafter. He works primarily with families, professionals, and closely held businesses providing integrated financial planning solutions. Having grown up in a 3rd generation family- owned business, Ben is uniquely aware of both the challenges and opportunities many of his clients face. He prides himself in providing sensible, straightforward strategies that accomplish his client’s objectives.
Ben is a graduate of Bentley University (BS Finance, with a concentration in Business Law) He received the Accredited Investment Fiduciary (AIF) designation, and holds his FINRA series 6,7, 63 and 65 licenses.
Ben lives in Medfield, MA with his wife Michelle and their 2 sons, Luke & Owen.
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.
Kimberly Stauffenberg | Associate
Contact Information
Mobile (call only). 303.483.1787
kstauffenberg@financialguide.com
15 Gambrell Drive
Greenville, SC 29615
Kim joined Commonwealth Financial Group in 2017 through the merger of MassMutual Northern New England as an Associate. Kim has been an Associate with MassMutual since 2014. She specializes in insurance strategies including Whole Life Insurance, Disability Income Insurance, and Long Term Care Insurance
Kim graduated from Southwestern Oklahoma State University with a major in Marketing and a minor in Finance. She has been awarded the Rising Leader Award every year since joining MassMutual in 2014.
Kim lives in Greenville, South Carolina with her husband, Ron. Kim loves to travel, ski, hike, lift weights, cook and entertain.
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.
Martha Slaight | Partner & Financial Advisor
Contact Information
Mobile. 617.231.9573 Office. 617.526.9394
mslaight@financialguide.com
280 Congress Street, Suite 1300
Boston, MA 02210
CFP®, CFBS, AIF®, BSP
Juggling business, personal, and family life isn‘t always easy. I strive to educate my clients about how their personal, business, and estate plans all interact with one another. I help business owners make well-informed financial decisions to achieve their financial goals, preserve family wealth, build business equity and manage their legacy. Even though my approach to wealth management is extremely comprehensive in nature, my unique process and unified approach simplifies the complexity of modern day wealth management.
Leveraging the collective knowledge of the Commonwealth Financial Group team, I will ensure that all stakeholders are on the same page and working toward the same goals. Whether your goals include preparing for milestones like transitioning your business to the next generation, selling to a buyer, or just being able to be financially independent, I promise you the highest level of attention, insight, and capability.
From her roots in the family business to today and her own financial planning business, Martha’s enthusiasm for business grows from a love of ideas, tech, and entrepreneurial spirit. When she isn’t helping people achieve their personal and business financial goals you will most likely find her on the golf course. She calls the South Coast of Massachusetts home and loves its beaches and beauty.
Contact me today to get started on your plan, because as the famous saying goes:
“A goal without a plan is just a wish.” – Antoine de Saint-Exupery
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.
Brett Skloff | Financial Planner
Contact Information
Mobile. 617.340.2804 Office. 617.526.8290
bskloff@financialguide.com
280 Congress Street, Suite 1300
Boston, MA 02210
CFP, AWMA
Brett joined Commonwealth Financial Group in 2019, after working at UBS financial services in New York city. Brett graduated from Indiana university in 2016, with bachelor’s degrees in Economics and Psychology. Brett has also received the CFP and AWMA designations and holds his FINRA series 7 and 66 licenses.
Brett has spent the last few years in New York working solely on financial plans with UBS Financial Services. In addition to supporting the financial planning, retirement planning, and wealth management needs of clients, Brett has worked hard to develop his knowledge professionally and earned the CFP® and AWMA® designations. In joining our practice, Brett will allow us to broaden and deepen the financial planning experience we offer to our clients.
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.
Skloff Team
Bob Skloff | Financial Advisor, Director of Investments
Contact Information
Mobile. 617.207.6389 Office. 617.526.9319
rskloff@financialguide.com
280 Congress Street, Suite 1300
Boston, MA 02210
AIF
Bob has been with Commonwealth Financial Group since 1983, when he joined after graduating from the University of Massachusetts with a bachelor’s degree in economics. Bob has also received the CLTC and AIF designations, and holds his FINRA Series 7, 24, and 65 registrations. Bob manages a private wealth practice of 300 households, and an institutional retirement plan business of over 25 businesses and 9,000 participants.
Bob has also served as Director of Investments for Commonwealth Financial Group since 1990 and provides investment training and education to all new registered representatives at CFG. Bob currently resides in Boston, MA with his wife and works every day with his two sons. He and his wife Rhonda raised their family and lived in Sudbury, MA for 25 years. He is currently on the Board of Directors for B’nai B’rith Housing in Sudbury, MA. In his free time, Bob is an avid Skier and Golfer
Brett Skloff | Financial Planner
Contact Information
Mobile. 617.340.2804 Office. 617.526.8290
Email Me
Boston, MA Office
101 Federal Street, Ste 800
Boston, MA 02110
CFP, AWMA
Brett joined Commonwealth Financial Group in 2019, after working at UBS financial services in New York city. Brett graduated from Indiana university in 2016, with bachelor’s degrees in Economics and Psychology. Brett has also received the CFP® and AWMA® designations and holds his FINRA series 7 and 66 licenses.
Brett has spent the last few years in New York working solely on financial plans with UBS Financial Services. In addition to supporting the financial planning, retirement planning, and wealth management needs of clients, Brett has worked hard to develop his knowledge professionally and earned the CFP® and AWMA® designations. In joining our practice, Brett will allow us to broaden and deepen the financial planning experience we offer to our clients.
Benjamin Taylor | Financial Consultant
Contact Information
Mobile. 781.219.0574 Office. 617.526.9360
Email Me
Boston, MA Office
101 Federal Street, Ste 800
Boston, MA 02110
AIF
Ben joined Commonwealth Financial Group in 2002 and formalized his partnership with Bob shortly thereafter. He works primarily with families, professionals, and closely held businesses providing integrated financial planning solutions. Having grown up in a 3rd generation family- owned business, Ben is uniquely aware of both the challenges and opportunities many of his clients face. He prides himself in providing sensible, straightforward strategies that accomplish his client’s objectives.
Ben is a graduate of Bentley University (BS Finance, with a concentration in Business Law) He received the Accredited Investment Fiduciary (AIF) designation, and holds his FINRA series 6,7, 63 and 65 licenses.
Ben lives in Medfield, MA with his wife Michelle and their 2 sons, Luke & Owen.
Michael Weiner | Investment Advisor Representative
Contact Information
Mobile (call only). 617.312.5115
Email Me
Boston, MA Office
101 Federal Street, Ste 800
Boston, MA 02110
Mike is a professional financial advisor with the Commonwealth Financial Group. His practice is devoted to families who have children with special needs. He is an investment advisor representative and licensed insurance agent. He assists these families by creating comprehensive financial plans designed to support the needs of the entire family. He is married to Susan for more than forty years and they currently reside in Medfield and Osterville, MA. Their eldest son, Ben, resides in Washington, DC, and enjoys a successful career and a well-rounded life. Their youngest, Zachary, is 33 years old. He is a young man with developmental delays. Despite the challenges that Zack must face each day, he lives on his own in Brookline with his wife Molly and works every weekday at his job in downtown Boston. Mike previously has served as the treasurer for the Federation for Children with Special Needs after serving for over a decade.
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.
TJ Shaughnessy | Financial Advisor
Contact Information
Mobile. 603.634.8402 Office. 603.471.4390
tjshaughnessy@financialguide.com
43 Constitution Drive, Suite 201
Bedford, NH 03110
Lets chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.