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…
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John is Senior Director with the Principal Financial Group®. John is currently in his 21st year with Principal® and 30th year overall in the industry. He helps employers design and…
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 UHNW (Ultra-High Net Worth) clients, including…
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…
Anthony “Tony Zen” Corsino, CFP®, ChFC®, CRPC®, serves the financial affairs for affluent individuals, families, and business owners throughout New England. He offers an approach to wealth management that is…
Nancy Brogan began working in the financial service industry in 2009 where she initially started in her firm’s accounting department. As the firm’s Financial Administrator, she was responsible for corporate…
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…
Rosaline R. Banks has had multiple roles within the financial sector. After completing her master’s in business administration at Union University, she began working in corporate finance with International Paper…
Carolynn B. Tomin, CFP®, is the former Program Director of Boston University’s classroom and online financial planning programs and a former CFP® Program Director at Merrimack College. Throughout her twenty…
Todd Mulligan is a Senior Vice President, Portfolio Management Director and Financial Advisor in the great Boston area. Todd focuses on creating and implementing comprehensive financial plans and investment strategies…