Our Team

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Advisors

Scott DeSantis , RICP®, CFP®, AEP®, CAP®, WMCP®

Partner and CEO

Office 617-404-9952


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Grant Parisi , CLU®, RICP®, CAP®, CFP®, ChFC®

Partner

Office 617-404-9955


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Tyler DiMauro

Partner

Office 617-404-9956


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Brian Nixon

Partner

Office 781-431-4728


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John Daniel , CLU®

Partner

Office 781-431-4730


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Carly Frieling

Partner

Office 617-404-9963


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Connor Hall , CFP®, ChFC®

Partner

Office 617-404-9959


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Dakotah Hutkin

Associate Wealth Management Advisor

Office 617-404-9954


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Financial Planning Team

John DeSantis , CFA®

Director of Investments

Office 617-404-9951


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Tyler Morrison , MBA

Chief Operating Officer

Office 612-758-7605


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Evan Schutzman , CFP®, ChFC®

Financial Planning Analyst

Office 516-986-7276


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Peggy Goddeau

Investment Operations

Office 617-404-9960


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Client Service Team

Nicole Coutts

Director of Operations

Office 617-404-9951


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Michelle Cawley

Business Manager

Office 781-431-4731


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Anna Hartmann

Director of Policyowner Services

Office 781-431-4789


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Shannon Fadden

Director of Client Relations

Office 617-404-9958


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Faith Chandler

Director of Marketing

Office 781-431-4757


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Elizabeth Szklennik

Bookkeeper

Office 781-237-7070


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Janine DiPaolo

Executive Assistant

Office 978-531-5056


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