Scott serves as the CEO of Civic Financial. He started his career as a Northwestern Mutual college intern while at Amherst College. Scott began building his business while completing coursework to become one of the youngest Certified Financial Planners (CFP®) at age 22. After graduating, he led the company in production within his cohort and obtained further specialty designations and education surrounding advanced areas of planning. In the years since, Scott re-branded the firm to Civic Financial, opened a second detached office in Boston’s Back Bay, and has built one of the largest teams within Northwestern Mutual. He is a sought-after industry speaker for his quick success in establishing enterprise value and his creative work with sophisticated clientele.
In leading the firm, Scott works most closely with fellow founding partner Grant Parisi, whom he has known since childhood. Grant joined forces with Scott professionally upon graduation from Harvard; he and Scott believe strongly in education, and enjoy working with high net worth clients on consultative planning, typically involving advanced trust and estate work or special needs planning.
Scott lives in Boston’s South End with his fiancé Lizzy. He attended Noble and Greenough High School and then Amherst College, where he met Lizzy. At Amherst, Scott wrote an honors thesis in psychology while pursuing his interests in mathematics and economics and captaining the varsity squash team. Many of his clients are professionals from both of his alma maters. Scott is an active squash player and triathlete. He enjoys cooking and traveling with Lizzy and is a proud uncle to three nephews. A nerd at heart, Scott will gladly accept a challenge to chess, backgammon, Scrabble, Settlers of Catan—pick your poison!
Civic Financial is a sponsor of urban squash foundation SquashBusters. Scott captains the "Racqueteers" squash team in the SquashBusters annual derby, which raised over $1.4 million in 2019 to help bring higher educational opportunities to underprivileged teenagers. Scott also joins Northwestern Mutual every year to raise money for Alex's Lemonade Stand in support of childhood cancer research.
Grant Parisi is a partner at Civic Financial, having joined Civic after focusing in wealth management at Merrill Lynch. He was formerly a member of the Financial Analyst Club at Harvard University, where he earned a B.A. magna cum laude in economics and English. He is a member of Harvard’s chapter of Phi Beta Kappa and was awarded a John Harvard Scholarship for outstanding academic achievement.
Since joining forces with CEO Scott DeSantis, Grant has helped grow the firm from two people to one of the largest teams within Northwestern Mutual. He has assisted in rebranding to Civic Financial, and in opening a second office in Boston’s Back Bay. His approach to planning is characteristically thorough and detail-oriented.
Grant works most closely with fellow founding partner and CEO Scott DeSantis, whom he has known since childhood. Scott and he believe strongly in education, and enjoy working with high net worth clients on consultative planning, typically involving advanced trust and estate work or special needs planning.
On the personal side, Grant loves running, and has a voracious appetite for travel (40+ countries and counting) and literature. Four marathons thus far mark Grant 8% of the way towards his goal of running a marathon in every state. Grant sincerely enjoys working with people to emulate this same discipline and long-term thinking in their planning—setting goals, and achieving them in stride.
Tyler has a deep passion for financial planning and a commitment to helping his clients achieve their goals. This commitment began at Suffolk University, where he received his Bachelor’s degree as a business administration major with a focus in financial planning. As an undergraduate, Tyler joined Northwestern Mutual as an intern and built his practical expertise during his junior and senior years. Today, as a partner at Civic Financial, he focuses on developing and strengthening client relationships. Tyler has a strong passion for fitness in all areas, nature, reading, and spending time with his two older sisters, their families, and his niece/godchild.
Brian started in the life insurance business in 1991. For nearly 3 decades, Brian and his team have been serving families with their financial security needs. Today, Brian’s focus is helping our pre and post-retirement clients with tax efficient insurance tools that help them manage market risk, longevity risk, healthcare risk, and legacy planning. Brian enjoys golf, hiking, and, most of all, spending family time with his wife Sarah and three children Kallie, Beau, and Hannah. Brian is a graduate of Williams College.
A 1984 graduate of Brown University and the American College of Financial Services, earning the Chartered Life Underwriter (CLU®) designation. John began his life insurance career in 1986 and has been a respected industry leader qualifying yearly for membership in the exclusive Million Dollar Round Table. He works with Senior Executives at large private and public companies, Private Equity MD’s/ Partners and Institutional Fund Managers. His focus is sharing a vision with clients on how to solve income and estate tax challenges using sophisticated life insurance tools and strategies.
John was a 3-time All-IVY football player and is a member of the Brown University Athletic Hall of Fame. He’s married to Cathy and resides in Wellesley with their six children and enjoys spending time with his family and friends. John coordinates the Thursday Men’s Breakfast, one of Boston’s longest running men’s fellowship gatherings. He’s a past director of the Brown Club of Boston, and also volunteered for many seasons as a Youth Football coach. John is actively involved in community ministry work and is a member of St. Paul’s Parish, Wellesley, MA.
Carly grew up in Wayland, Massachusetts, and received her Bachelor’s degree in Psychology from Boston College. She entered the financial services industry by joining Northwestern Mutual in 2011 and she is proud to be the third member of her family to be a Financial Advisor with the company. Carly is devoted to serving her clients at the center of their lives and focuses on offering comprehensive planning services and education for the fast-paced millennial market, busy couples, as well as delivering financial empowerment to successful women across the country.
Carly lives in Boston and, outside of her business life with Civic Financial, she enjoys spending time with her family, nieces and nephews and friends. She has a real passion for planning her next travel adventure and is always open to new top destination suggestions! She's a movie buff and, as a former college athlete, she loves regular workouts and has recently completed her goal of accomplishing a yoga headstand! . Another passion for Carly is philanthropy. She ran the Boston Marathon in 2015 and raised over $20,000 for Joslin Diabetes Research to honor two siblings dealing with Type 1 Diabetes. She also participated in the Juvenile Diabetes Research Foundation's Boston Walk to Cure Diabetes by helping to create the “Team Cure” family walk team which raised over $1 Million Dollars for diabetes research during a 10 year period.
Carly looks forward to serving the Boston community and beyond with her expertise in financial planning for many years to come!
Connor is passionate about serving others through his work. He wakes up excited to share the value that Civic Financial provides to its clients and their families. He strongly believes that continuing education allows him to be the best resource for his clients throughout their financial lives. With that in mind, Connor has earned his Certified Financial Planner Designation as well as others and is committed to constantly growing his knowledge. He considers being a great listener to be the most essential skill in his work.
Connor loves connecting with people in his personal networks. He is a proud alumnus of Lincoln Sudbury Regional High School and Union College. While at Union he earned his degree in economics and discovered his interest in the field of Financial Planning. At both LS and Union, he captained the lacrosse teams and earned All American Honors. Connor’s love for lacrosse keeps him involved in the sport by coaching youth and high school players in the Lincoln Sudbury programs and his off-season training program Foundations Lacrosse. He enjoys staying as active as possible through working out, water skiing, and refusing to hang up his lacrosse gear.
Dakotah came to Northwestern Mutual after graduating from UVM with a B.A. in Economics and a Statistics minor. He has been a soldier in the National Guard since 2013. Dakotah graduated at the top of his class in Basic Training and was awarded “Soldier Leader of the Cycle”. While at UVM he participated in the ROTC program and upon graduation, was commissioned as a 2nd Lieutenant.
Dakotah started his own financial planning practice through Northwestern before joining Civic Financial. He has channeled his empathy for others into working closely with clients to build comprehensive financial plans. Working a lot with younger families, Dakotah helps clients put protections in place for their loved ones while providing responsible wealth accumulation.
When Dakotah isn’t in the office or at training for the military he enjoys playing basketball, hiking, and spending time with his family.
John graduated from Brown University with a Bachelor of Arts degree in Economics and received his Master of Business Administration from Indiana University. John has more than 35 years of experience in the investment management industry. The bulk of those years were spent at Independence Investments LLC, the investment advisory subsidiary of John Hancock Financial Services, Inc., where he spent 5 years as Executive Vice President and Chairman of the Investment Committee, and a dozen years as the firm’s Director of Research. He was an active manager of the business, spearheading the firm’s entry into international equities, tax sensitive products and hedge funds, among other initiatives. John also founded and ran a small hedge fund focused on socially responsible investing for 13 years before joining Civic Financial.
Tyler has been in the financial services industry since 2006. He received a Bachelor of Science degree from the University of New Hampshire, majoring in Business Administration and completed his Master of Business Administration from the University of Minnesota with a focus in Finance.
Tyler is actively involved in the analysis, design, service and implementation of life insurance strategies. He works closely with both new and existing clients, their advisors and our internal team members to ensure efficient execution of projects and the highest level of service.
Originally from Newton, Massachusetts, he now resides in Minneapolis, Minnesota with his wife, young daughter and rescue dog. When he is not discussing estate planning strategies with his wife, an estate planning attorney, you can find him chasing their toddler around, traveling, running marathons or being active outdoors.
Evan comes to Civic Financial with a strong passion for financial planning and works closely with our advisors and clients to gather, analyze and prepare the materials that go into presenting our financial planning proposals. Evan also plays an integral role in our Investment Operations at Civic, ensuring that our clients receive a consistently high standard of care when choosing to engage Northwestern Mutual’s Investment services.
After graduating Columbia University in 2007 with a Bachelor of Arts in Psychology and History, he found his way by accident to become a financial advisor shortly after graduation. When a close family member of his passed away with eleven small life insurance policies after battling cancer for many years, Evan began to appreciate how powerful the promise of protection can be, especially as it comes to fruition as the direct result of thoughtful financial planning. Years later, he remains perpetually energized by the financial planning industry, always challenging himself to expand his technical planning knowledge and design creative financial plans that address the unique circumstances of the client.
When not working, Evan can usually be found studying Torah, traveling, biking, ice-skating, cross-country skiing, hiking, cooking, taking road trips, doing acts of kindness for others, and spending time with his wife Laura and their two girls: Elisheva and Avigayil.
Peggy joined Civic Financial in January of 2020. Her role includes managing and servicing current client households and facilitating the on-boarding of new clients and new assets. Her responsibilities include the processing of all new investment business, including 401(k) rollovers, retirement account transfers, setting up new brokerage and advisory accounts, and annuity business. She manages all investment service requests including: trades, money transfers and administrative needs. She also helps to educate and inform clients about investment related issues as it pertains to their specific situations.
Peggy has over 11 years of experience in the financial planning industry and holds her Series 7, 6, 63 and 65, and life and health licensing. She earned her B.S. from the University of Puget Sound, Tacoma, WA and her D.P.M. from the Scholl College of Podiatric Medicine, Chicago, IL. Born and raised in Nashua NH and after many years away, is now back in New England.
Nicole grew up in Sherborn, Massachusetts and attended Dover-Sherborn High School. She received a Bachelor of Science degree from Marist College, majoring in Business Administration with a focus in Marketing.
Nicole is an animal lover and enjoys spending time with her two small dogs, as well as running and staying active. She also spends much of her time with her three siblings, all of whom are within two years of age from her.
As the Director of Operations at Civic Financial, Nicole helps manage the office and client relationships. She spearheads the marketing and planning aspects of the business. Nicole is deeply focused on the wellbeing of others, and she looks forward to continuing to strengthen the team’s commitment to exceptional client service.
Michelle is from Boston MA and is a graduate of UMASS Amherst. She has worked closely with John Daniel and Brian Nixon for over 25 years and brings with her a wide knowledge of the insurance industry and is involved in all aspects of the business, and especially enjoys working with, and speaking directly to clients. Michelle lives in Westwood with her husband Bob and two sons, Matthew and RJ.
Anna graduated from Castleton University with her Master of Science while working as a Graduate Assistant for Castleton’s Conferences and Events office.
Anna started her own financial planning practice with Northwestern before joining the Civic Financial team.
As the Director of Policy Owner Services, Anna works with clients to maintain strategic relationships and help clients manage and maintain their life insurance portfolio’s. Anna strives to provide exceptional client service.
Shannon Fadden is the Director of Client Relations at Civic Financial. At Civic, she helps manage client relationships and assist the team with financial analysis. Outside of work, Shannon has a passion for kayaking, hiking, working on cars, and learning.
Faith has worked with John Daniel and Brian Nixon for 6 years as a Director of Marketing. Faith manages and coordinates all aspects of marketing and communication to prospective and current clients. Faith lives in Needham with her husband and 2 daughters. She enjoys boating, fishing and traveling.
Elizabeth is a Massachusetts native and a graduate of Boston University. She has been a part of John Daniel and Brian Nixon’s team for ten years. Elizabeth lives in Framingham with her husband and three children and enjoys being outdoors with her family.
Janine DiPaolo is an experienced Executive Assistant with over 25 years in the field. She began working with John Daniel and Brian Nixon in 2004 as Director of Policy Owner Services, moved to the Director of Marketing, and is currently their Executive Assistant with a large focus on managing the logistics of their schedules.
In her spare time, Janine enjoys traveling, cooking and spending time with her husband, two daughters, granddaughter, two rescue dogs and chickens.
Melanie has been a senior administrator for over 20 years. She has worked in a variety of key roles in various settings including real estate, medical, law and insurance practices. Additionally, she helps oversee charitable projects. Melanie began working with John Daniel and Brian Nixon in 2006 and is currently an Executive Assistant. She lives in Natick and enjoys traveling, the outdoors and spending time with family and friends.