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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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