Scott serves as the CEO of Civic Financial. He entered the industry in 2013 as a college intern and quickly developed a passion for both helping others as well as the entrepreneurial aspect of building a business. Scott completed over a dozen financial planning exams as a senior at Amherst College, and at the age of 22, became perhaps the youngest advisor ever to earn the Certified Financial Planner™ (CFP®) designation. Since then, through abundant thinking and continuous hiring and acquiring the industry’s brightest, Scott established what is now Civic Financial. His vision remains to continue to attract highly motivated and intelligent millennials along with industry veterans to integrate innovation and experience, technology and wisdom; to make an impact through the ongoing service of new people and transition decade long client relationships to century long relationships.
On the personal side, 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 current clients are professionals from his respective alma maters. Outside of work, Scott and Lizzy are passionate about health, fitness, and food. They are both active members of the University Club of Boston, where they swim, and Scott plays squash in the Massachusetts Men's league. Scott and Lizzy are very devoted to their families and regularly spend time at Lizzy’s family home in Southern Vermont where they enjoy gardening, cooking, and hiking. Scott is a proud uncle of James and Charlie and frequently reminds them about the importance of saving early. A nerd at heart, Scott will gladly accept a challenge to Scrabble, Settlers of Catan, Backgammon – pick your poison!
Scott’s philanthropic commitment is evident in his engagement with the urban squash foundation SquashBusters. He captains a squash team in SquashBusters’ annual derby, which raised over $1.3 million in 2018 to help bring higher educational opportunities to underprivileged teenagers. Scott and Lizzy are members of the Museum of Fine Arts Council. Scott also joins Northwestern Mutual every year to raise money for Alex's Lemonade Stand in support of childhood cancer research. Civic Financial loves hearing about clients' charitable interests and supporting their causes.
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.
Grant Parisi is a partner with 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.
Still academically inclined, Grant’s love of detail and his analytical nature are evident in the ideas he brings to his clients. His approach to planning is thoughtful, deliberate, and thorough. Introverted by nature, he has found that his ability to listen gives him a profound advantage in connecting with people and understanding their goals, leading them to a bright, secure financial future.
Learning about new places and ideas is a strong passion for Grant. With a voracious appetite for travel, he has visited some 40+ countries across 5 continents. When time prohibits physical travel, you can find Grant greedily drinking in different cultures through literature. Indeed, he has a particular interest in the intersection of travel and literature from an academic and a humanitarian perspective. Academically, Grant enjoys studying the impact of literature on travel and vice versa, and explored this topic in his honors thesis at Harvard. On a human level, Grant is committed to sparking interest in literature across the globe. He re-wrote the English program for a school in Budanilkantha, Nepal, and remains supportive of the children of that community.
Grant’s love of running would not be so relevant here were it not a surprisingly good metaphor for financial diligence. Marathons in Martha’s Vineyard, Philadelphia, and Cincinnati mark Grant 6% of the way towards his goal of running a marathon in every state. A shameless member of the CrossFit cult, Grant loves to stay in shape and keep the mind sharp, but running means more than that, too. Discipline, long-term focus, and most importantly, enjoyment along the way mark the rationale for running. Grant loves nothing more than working with people to emulate these same values in their planning—setting goals, and achieving them in stride.
John is a 1984 graduate of Brown University as well as the American College of Financial Services where he earned the Chartered Life Underwriter (CLU) designation. John began his life insurance career in 1986 and has been recognized as a respected industry leader qualifying yearly for membership in the exclusive Million Dollar Round Table. John 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 client’s on how to solve income and estate tax issues 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 is 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 at the Union Club, one of Boston’s longest running men’s fellowship gatherings. He’s a past director of the Brown Club of Boston, and also enjoyed volunteering for many years as a Wellesley Youth Football coach. John is actively involved in community ministry activities and is a longtime member of St. Pauls’ Parish in Wellesley, MA.
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.
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.
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.
Carly grew up in Wayland, Massachusetts, and received her Bachelor’s degree in Psychology from Boston College. She entered the industry in 2011 and is the third member of her family to be a Financial Advisor. Carly is devoted to being at the center of her clients lives and focuses on planning with the fast-paced millennial market, busy couples, as well as delivering education and financial empowerment to successful women across the country.
Carly lives in Boston and outside of Civic Financial she loves spending time with her family, always enjoys planning her next travel adventure (Prague and Vienna are top on the list) and has recently completed her goal of accomplishing a yoga headstand! On the philanthropic side, Carly ran the Boston Marathon in 2015 for Joslin Diabetes Research raising over $20,000 (older brother and younger sister are Type 1) and their families “Team Cure” walk team in 10 years raised over $1 Million Dollars for diabetes research.
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.
Desi grew up in Bulgaria, graduating from high school as valedictorian with an International Baccalaureate Diploma. She then studied Psychology at Harvard University. While at Harvard, she worked at The Mindfulness Lab, The Morality Lab and The Nock Lab, which strives to advance understanding, prevention and prediction of suicide and self-injury. During her undergraduate studies, Desi also worked her way up in a small tour business, ultimately taking on the role of Operations Manager.
She is a Financial Planning Analyst at Civic with a focus on wealth planning and financial planning analysis. Desi brings a diverse perspective to our team, having experience in research and customer service, as well as small business management and operations. She is passionate about ongoing learning and has both her investment and insurance licenses.
Desi has a passion for tea, traveling, and martial arts. She hopes to earn her first black belt in the next year.
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 enjoys cooking, as well as running and staying active. She also spends much of her time with her three siblings, all of which are within two years of age from her
As the Director of Client Relations 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.
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.
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.
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.
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.
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.
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.