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®
Vice President, Strategic Retirement Solutions
Thomas Crutchfield, CFP®, AIF®, PPC®, CPFA®
Manager, Strategic Retirement Solutions
Kara Tierney
Manager, Marketing and Communications, Strategic Retirement Solutions
Jon Good
Manager, Retirement Consulting
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
Beau Asbury, CRC,® AIF,® QKA®
Retirement Solutions Consultant
Michael Geraci, CRPC®, CRPS®, CPFA®, AIF®, CIMA®
Supervisor, Retirement Investment Solutions
Adam Khalek, AIF®
Retirement Solutions Investment Analyst
Bob Burke
PlanAssist Program Manager
Dan Toomey, QKA®, CPFA®, NQPA®
Manager, Retirement Product
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
Alex Lauretti, CPFA®
Strategic Retirement Solutions Contractor