Phuong Luong is the program director for Boston University’s Financial Planning Program and a CERTIFIED FINANCIAL PLANNER®. Phuong’s first career was as a math teacher, special educator, and curriculum developer for public schools in New England. After transitioning to financial education and financial planning, she founded Just Wealth, a virtual, fee-only financial planning practice for individuals and families. Phuong is a founding member of the CFP Board Center for Financial Planning’s Diversity Advisory Group, where she helps build pathways to attract and retain professionals from diverse backgrounds into the financial planning profession. The CFP Board is the national certifying body for the 90,000+ CFP® professionals in the U.S.

Phuong also served as chair and chair emeritus of the CFP Board’s Council on Education, where she advised CFP Board staff on the development of education standards and certification requirements for CFP® professionals. She is a former member of the CFP Board Ethics Working Group and developed ethics training for financial advisors that is currently used by continuing education providers and professional organizations across the U.S.

Phuong received a BA from Dartmouth College, where she was a graduate of the Teacher Education Program and a recipient of the Woodrow-Wilson Rockefeller Brothers Fellowship for Aspiring Teachers of Color. She earned an MEd in Special Education from Boston University. She also completed the Financial Planning Program at Boston University, where she was a recipient of the Robert J. Glovsky Scholarship for Financial Planning.

Rosaline R. Banks has had multiple roles within the financial sector. After completing her master of business administration at Union University, she began working in corporate finance as a strategic financial analyst for International Paper. In this role, she primarily focused on product profitability and work process effectiveness for multiple business units within the company.

Prior to starting her financial advisory career, Rosaline worked as a pharmaceutical representative for eight years. In 2011, she decided to pursue a career as a financial advisor with Merrill Lynch after several physicians told her she would be a great financial advisor. She has worked as a financial solutions advisor, a regional private banker for high-net-worth clients, and most recently as a financial consultant with Teachers Insurance and Annuity Association (TIAA) for employees of higher education institutions in the Tennessee and Mississippi market.

As a consultant with TIAA, Rosaline utilizes her knowledge of retirement plans and investment products to deliver advice based on the needs of retirement plan participants. While a typical day for Rosaline may include discussions about pension plans, tax deferred annuities, or other investment options, she also works closely with plan sponsors and administrators to implement strategies designed to increase employee engagement.

Rosaline completed her formal undergraduate studies at Boston University, earning a bachelor’s degree in economics and international relations. She also completed the Financial Planning Program at Boston University and joined the program as a subject matter expert for the Retirement Income and Employee Benefits course.

Lastly, Rosaline is a proud Air Force veteran. She enjoys spending time with her husband and two wonderful children. When she is not helping people plan for a successful retirement or working with the Financial Planning Program, she is an active participant in her family’s real estate rehabbing business.

Nancy Brogan began working in the financial service industry in 2009, starting in her firm’s accounting department. As the firm’s financial administrator, Ms. Brogan was responsible for corporate and fund accounting. She then moved to the Research Department, where she was responsible for performing credit analyses on municipal credits. She ultimately transitioned to the Client Services Department, where she holds the position of senior client service manager and is responsible for client services of wealth managers and direct individuals.

Ms. Brogan earned a Bachelor of Science degree in Accounting from Hodges University and was inducted into the Sigma Beta Delta honor society. She is a member of the Southwest Florida Financial Planning Association and was the first recipient of the Financial Planning CFP® Exam Scholarship Program.

Anthony “Tony Zen” Corsino, CFP®, ChFC®, CRPC®, serves the financial affairs of affluent individuals, families, and business owners throughout New England. He offers an approach to wealth management that is designed to simplify the financial lives of his clients, allowing them more time to focus on what matters most in life.

The personalized program he provides clients starts with listening and evolves into building a roadmap toward a simple and more secure financial future. His approach can be defined as one that encompasses proactive behavior and routine maintenance. Through regular conversations about your financial health, he validates and understands your current situation, adjusting your financial plan with you as your financial goals and situation change along the way. He is attentive to detail and has the ability to provide clear, easily understood explanations of financial products and services. Above all else, Anthony holds firm in his belief in providing exceptional customer service to his clients.

Anthony holds the CFP® (CERTIFIED FINANCIAL PLANNER®), ChFC® (Chartered Financial Consultant®), and CRPC® (Chartered Retirement Planning Counselor℠) industry designations. He received his Bachelor of Science from Bentley University in Waltham, Massachusetts and a Certificate in Financial Planning from Boston University. Anthony serves as a subject matter expert to Boston University’s Financial Planning Program and is an adjunct lecturer at Regis College.

Committed to ongoing education, Anthony has a personal goal to read a book a month, exploring topics that range from wealth management to personal development to astronomy. He resides in Cape Neddick, Maine with his wife Jessica and their dog Ryder. They enjoy hiking, golfing, the beach, good food, and taking Sunday drives up the coast of Maine for a lobster roll near an ocean view.

Ken is a Certified Public Account (CPA) who holds the Chartered Financial Analyst® (CFA®) designation and is a CERTIFIED FINANCIAL PLANNER® practitioner. Ken is the senior director of financial planning at Winthrop Wealth Management in Boston, MA. Previously, he provided accounting and tax services to personal clients for over thirty years. He also has ten years of experience as an international tax manager, dealing with large multinational companies such as Evonik, Toshiba, and Colgate-Palmolive. Ken earned his Master of Science in Taxation in 1995 and a State and Local Tax certification in 1999, both from Fairleigh Dickinson University.

Over the past twenty years, Ken has taught all sections of the CFP® curriculum for various financial planning programs, banks, and financial service companies. In addition to being an instructor in Boston University’s Financial Planning Program, Ken is a contributing content editor. He is a current member of the NJSCPA, the Boston Security Analysis Society, and the CFA Institute.

Dan Galli is a financial planner, CFP® practitioner, and principal of Daniel J. Galli & Associates, located in Norwell, Massachusetts. Dan began his financial services career in 1986 following eleven years as a public school teacher. He has built a practice that includes fee-based financial planning and commission-based activity. Today, his practice focuses on retirement planning for professionals, small business owners, teachers, and other individuals, designing qualified retirement plans, maximizing savings, and managing assets.

He is a registered representative of Ameritas Investment Company, LLC with FINRA Series 7, 24, and 63 registrations. He holds a Master of Education in Elementary Education Administration as well as Chartered Financial Consultant® and Chartered Life Underwriter® designations. Dan has extensive experience teaching courses at colleges in Boston and in developing financial planning content development for corporate presentations.

In conjunction with the Financial Planning Association of MA, Dan has coordinated a program of Personal Financial Chats for the website of the Boston Globe. He has also served as both president and a board member of the Massachusetts Chapter of the Financial Planning Association. He currently sits on the national Board of Directors of the Financial Planning Association in addition to serving as treasurer.
Dan also works with Goldman Sachs, providing educational workshops for employees of companies NetScout, MathWorks, Northern Trust, Charles River Associates, and others.

Dan updates the Retirement Planning and Employee Benefits course for Boston University’s online Financial Planning Program.

Daniel J. Galli, CFP® offers services and products using the following business names: Daniel J. Galli & Associates – financial services and insurance/Ameritas Investment Company, LLC (AIC) Member FINRA/SIPC – securities and investments/Ameritas Advisory Services (AAS) – financial planning and investment advisory services. AIC and AAS are not affiliated with Daniel J. Galli & Associates, Boston University, or Goldman Sachs.

David Manteau is a Chartered Financial Analyst® and a CERTIFIED FINANCIAL PLANNER® professional, specializing in financial planning analysis and investment management services for clients of a Registered Investment Advisor in the Greater Boston area. He began his career in the financial services industry in 2005 with roles in the areas of financial planning, investment management, and research. David has been involved in the development, review, and approval of financial plans and in providing training and assistance to financial planners.

David holds the CERTIFIED FINANCIAL PLANNER® designation and the Chartered Financial Analyst® (CFA®) charter. In addition to these credentials, he holds the FINRA Series 7, 66, 65, and 26 licenses for investment management as well as various insurance licenses (for life, health, property, and casualty).

David lives in Sharon, Massachusetts with his wife Elizabeth and children, Jane, Joan, and John.

Greg’s practice provides a range of financial planning, investment, and insurance solutions for individuals, families, executives, and small businesses. Greg and his team strive to stay on the cutting edge of changes in today’s marketplace, so that your financial plan is current with legislative, insurance and investment developments. The team is dedicated to helping you realize your personal financial goals by looking at your financial picture through a 360 degree lens while balancing two very important components: emotions and finances.

Greg received his bachelor’s degree in finance from Bentley University in Waltham, Massachusetts. He acquired the CFP® designation and earned a Master of Science degree with a major in personal financial planning. Greg frequently conducts workshops and seminars on a wide variety of topics for corporations and professional organizations.

Greg was born in Quincy, MA and currently resides in Marblehead, MA with his wife and children. In his spare time, Greg enjoys reading, golfing, and playing basketball.

Dina’s passion for estate planning led her to seek a law degree with a tax law certificate. In addition to estate and retirement planning, she has experience working in wealth planning, including tax planning, risk management, and investment management.

Prior to joining Modera as a principal and wealth manager, Dina worked as a private client advisor at a fee-only Registered Investment Advisory Firm in New Hope, Pennsylvania, where she guided clients through a holistic planning process. In addition to analyzing tax strategies and implementing portfolios to support client goals, Dina managed the training process for new associate advisors. She has also worked in strategy consulting, helping several Fortune 500 companies to measure the impact of marketing, pricing, merchandising, operations, and CapEx actions by applying the scientific method to business problems.

Dina earned a JD from New England Law in Boston, a master’s degree in finance from the Wharton School of the University of Pennsylvania, and a bachelor’s degree in economics and mathematics from Carnegie Mellon University (where she also obtained minors in computational finance and creative writing). She is a CERTIFIED FINANCIAL PLANNER® professional and an Enrolled Agent, eligible to represent taxpayers before the IRS.

When not working, Dina loves running, hiking, and the company of great friends and books. She lives in the Jamaica Plain neighborhood of Boston with her engineer husband, Sebastien.

Todd Mulligan is a senior vice president, portfolio management director, and financial advisor in the Greater Boston area. Todd focuses on creating and implementing comprehensive financial plans and investment strategies for high-net-worth individuals and families. Working with his clients and other subject matter experts Todd helps to coordinate clients’ toughest financial decisions.

Todd holds the CERTIFIED FINANCIAL PLANNER® and Chartered Financial Analyst® designations, as well as the Chartered Alternative Investment Analyst designation. These advanced certifications provide insight into a wide variety of client concerns.

In addition to his financial planning practice, Todd has been teaching the Investment Planning course at Boston University since 2016. He has also served as a content editor for Wiley and Sons publishing company on various financial planning topics, with a focus on portfolio construction and investment management. Most recently, Todd was asked to serve as a volunteer on a Global Private Wealth Management panel for the CFA Institute, where he is shaping wealth planning topics that will be covered on future CFA exams.

Todd lives in Medfield, Massachusetts with his wife Jessica and children Zachary and Emilia. Outside of the office, Todd enjoys rooting for New England sports teams, running, reading, and spending time with his family. Todd graduated from Colgate University, where he played Division 1 college football.

John is a senior director with the Principal Financial Group®. John is currently in his twenty-first year with Principal® and his thirtieth year overall in the industry. He helps employers design and implement the most appropriate retirement plan for their employees.

John received his BS in Business Administration from Merrimack College in North Andover, Massachusetts, and an MBA from Southern New Hampshire University in Manchester, New Hampshire.

He also received his Chartered Financial Consultant (ChFC®) designation from The American College of Financial Services and his Chartered Retirement Plan Specialist (CRPS®) designation from The College for Financial Planning. John also holds the Accredited Investment Fiduciary (AIF®) Designation.

John is a FINRA Registered Representative of Principal Securities, a member of The Principal Financial Group®. He holds his Series 6, 7 and 63 registrations and is a Registered Investment Adviser.

In addition to his duties at Principal®, John is an adjunct professor at Boston University, and Kaplan University. He teaches Income Tax, Estate Planning, Investment Planning and Retirement Planning in each university’s respective Certified Financial Planner® (CFP®) Program.

John is a lifelong New Hampshire resident and currently lives in Windham, NH with his wife and three children. He enjoys teaching, running, golf, ice hockey, and spending time with his family on the lake.

Jena is a CERTIFIED FINANCIAL PLANNER® and the facilitator of Boston University’s Financial Planning Program. She began her career at Fidelity Investments, working in both New Hampshire and Boston. Jena has since focused her career efforts on innovation and towards expanding financial planning and financial services to underserved and overlooked audiences. She has worked on projects at the Society of Grownups (a MassMutual-funded startup in Brookline, MA), as well as for IDEO, Prudential, State Farm, multiple Department of Defense contractors, and other start-up entities and non-profit organizations.

Jena received her Bachelor of Science from Excelsior University and earned her MS in Financial Services from The American College of Financial Services. She also holds the ChFC®, CLU®, and CASL® designations.

Lou is a CERTIFIED FINANCIAL PLANNER®, Chartered Advisor in Philanthropy (CAP®), and IRS-Enrolled Agent (EA) who specializes in tax planning for Family Office and ultra-high-net-worth (UHNW) clients, including advisory and charitable gifting strategies for non-cash assets. Tax planners are to wealth and financial advisors as surgeons are to PCPs; wealth advisors can identify problems with their clients’ financial plans, but Lou is called in when tax planning complexities arise and expertise is required.

Lou isn’t just interested in growing his clients’ assets or tax savings to increase their net worth—he also helps clients use their wealth to improve the world in line with their values. As an Enrolled Agent specializing in tax planning and a CAP® with expertise in charitable gifting, Lou’s clientele is predominantly philanthropic. Lou combines the big-picture strategic skills of financial planning with the highly technical skills of tax and accounting, which enables him to be his clients’ most trusted advisor.

In 2015, Lou began his career as a financial planning resident at a fee-based Registered Investment Advisor (RIA) in Newton, Massachusetts. Lou has worked for top RIAs in California, Florida, New York, and Massachusetts over the past ten years. Lou joined one of the world’s largest public accounting firms to deepen his tax planning expertise as well as complete his required CPA licensing hours. Lou now advises on tax issues and planning strategies for UHNW and family office clients on tax complexities that are not frequently encountered in financial planning. He works with UHNW clients and their entities, often receiving well over thirty to sixty K-1s each year.

Lou is a double Terrier, having received both his business undergraduate degree and CFP® certification from Boston University. As an undergraduate, Lou co-founded and led the Financial Planners Association, BU’s only financial planning and wealth management student organization. Lou is now blessed to be in the position of giving back by teaching at his alma mater.

Lou is also a CPA candidate who is currently sitting for the CPA exams. He understands firsthand the challenges many of his students are going through with balancing studying, work, and family and is excited to be a resource for students on their journey to become CFP® professionals.