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®
Director, Strategic Retirement Solutions
Thomas Crutchfield, CFP®, AIF®, PPC™
Manager, Strategic Retirement Solutions
Dan Toomey, QKA®, CPFA®
Manager, Retirement Product
Michael Geraci, MSF, CRPC®, CRPS®, AIF®, CIMA®
Supervisor, Retirement Investment Solutions
Bob Burke
PlanAssist Program Manager
Mike Triana, CRPS®, CPFA
Senior Retirement Solutions Consultant
Allen Cohen, CPFA
Senior Retirement Solutions Consultant
Jeff Gillette, CPFA
Retirement Solutions Consultant
Mike Clifford, CPFA
Retirement Solutions Consultant
Chris Lydon, AIF®
Retirement Solutions Investment Analyst
Alex Lauretti, CPFA
Retirement Solutions Analyst
Adam Khalek
Retirement Solutions Investment Associate
Sophie Barrow, CPFA
Retirement Solutions Specialist
Patricia Garvey
Product Manager