Whether it’s planning for your own retirement or offering retirement benefits to your employees, you’ll have access to a team of experienced professionals through our partnership with Commonwealth Financial Network®. Together, we can help you navigate important choices for you—and for your business.
Mat Powers, CFA®, AIF®, AIFA®, CPFA®
Vice President, Strategic Retirement Solutions
Thomas Crutchfield, CFP®, AIF®, PPC®, CPFA®
Director, Strategic Retirement Solutions
Kara Tierney
Manager, Marketing and Communications, Strategic Retirement Solutions
Jon Good, AIF®
Manager, Retirement Consulting,
Strategic Retirement Solutions
Allen Cohen, CPFA®
Senior Retirement Solutions Consultant
Mike Triana, CRPS®, CPFA®
Senior Retirement Solutions Consultant
Beau Asbury, CRC,® AIF,® QKA®
Retirement Solutions Consultant
Mike Clifford, CPFA®
Retirement Solutions Consultant
Michael Geraci, CRPC®, CRPS®, CPFA®, AIF®, AIFA ®, CIMA®
Manager, Retirement Investment Solutions
Bob Burke
Program Manager for Outsourced Fiduciary Solutions
Amber Cao, CPFA®
Strategic Retirement Solutions Associate
Nathan Lucchino, CPFA®
Strategic Retirement Solutions Associate
Patricia Garvey
Strategic Retirement Solutions Contractor
Steve Kochis
Strategic Retirement Solutions Contractor
Patrick Samonte, CPFA®
Strategic Retirement Solutions Associate
Andrew Sylvia
Retirement Solutions Investment Associate
Grant Harding
Product Manager
