Broker Check

BIOGRAPHIES

Team

Gregory J. Pinto, MBA, CLU®, ChFC®, CFP®

Partner, Senior Financial Planner, Financial Services Representative

781-431-3010

[email protected]

Greg provides innovative investment management, generational planning and wealth transfer solutions through a comprehensive and coordinated approach for clients. This is a focused service for high”net worth individuals,...

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Patrick J. Hinton, CFP®, ChFC®, CLU®

Partner, Senior Financial Planner, Financial Services Representative

781-431-3010

[email protected]

Placing his clients' interest first has been the cornerstone of Pat's work, for 20 years, as a financial planner. He understands that each client has a unique set of goals and challenges, and by following a process-driven approach to...
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Daniel M. Wagner, AIF®

Retirement Plan Specialist, Financial Services Representative

781-431-3010

[email protected]

Dan has been an active member in the financial services industry since 1987. He assists in the structure and design of our retirement plans for our corporate clients. He also manages and maintains education, trustee and enrollment...

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Kerri Allen, CFP®, CLU®, MBA

Senior Financial Associate

781-239-2066

[email protected]

As a Certified Financial Planner on our team, Kerri provides tailored wealth management solutions and comprehensive financial planning services designed to meet the needs of busy professionals and business owners throughout every phase...

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Azadeh “Ozzie” Ward

Practice Manager

781-239-2069

[email protected]

Ozzie is our team's Practice Manager working to ensure that all responsibilities of our staff is met. She is also responsible in partnering with the advisors in the continued development, support and growth of our practice. Ozzie also...

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Jack Heintzelman

Paraplanner

781-239-2082

[email protected]

Jack joins our team full time as a paraplanner, after interning with us for the duration of 2018 as a financial services intern. He proved to be a wonderful asset to our team and was very well suited to enter his new role as a...

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Colin Champagne

Retirement Plan Relationship Manager

781-239-2011

[email protected]

Colin is our team's Retirement Plan Relationship Manager and is responsible for many of the day-to-day servicing issues regarding retirement accounts. Colin joined our team in July 2017 with 4 years of experience on the retirement plan...

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Stacey Roberts

Client Relationship Manager

781-239-2074

[email protected]

Stacey is one of our team’s relationship managers, working with an assigned group of clients to ensure all their needs are met. She assists clients with account establishment, all service needs, requests for funds, changes to...

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Eliscia Cassavaugh

Client Relationship Manager

781-239-2084

[email protected]

Eliscia in one of our team’s relationship managers, working with an assigned group of clients to ensure all their needs are met. She assists clients with account establishment, all service needs, requests for funds, changes to...

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Daniel Berman

Client Relationship Manager

781-239-2009

[email protected]

Dan is the newest member to our team, joining us early in 2018 with 13 years of experience in day to day operations pertaining to the transfer of assets department with Commonwealth Financial Network. He followed his tenure at...

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