Our partnership with Commonwealth Financial Network®, a leading Registered Investment Adviser–broker/dealer, provides us access to a team of knowledgeable and experienced retirement professionals at Commonwealth who assist us in our efforts to provide you with the best possible service. Each of the members on this team brings a breadth of experience in the industry and within his or her own specialization.
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