Extended Team

Retirement

Our partnership with Commonwealth Financial Network®, a leading Registered Investment Adviser–broker/dealer, gives us access to a team of advanced planning specialists who can help us provide the best possible service.

Mat Powers

Vice President, Strategic Retirement Solutions

CFA®, AIF®, AIFA®, CPFA®

Thomas Crutchfield

Director, Strategic Retirement Solutions

CFP®, AIF®, PPC™, CPFA

Kara Tierney

Manager, Marketing and Communications, Strategic Retirement Solutions

Michael Geraci III

Manager, Retirement Investment Solutions

CRPC,® CRPS,® CPFA,® AIF,® AIFA,® CIMA®

Jon Good

Manager, Retirement Consulting

AIF®

Allen Cohen

Senior Retirement Solutions Consultant

CPFA®

Mike Triana

Senior Retirement Solutions Consultant

CRPS,® CPFA,® NQPC™

Beau Asbury

Retirement Solutions Consultant

CRC,® AIF,® QKA®

Mike Clifford

Retirement Solutions Consultant

CPFA®

Ronnie Peck

Retirement Solutions Consultant

AIF®

Bob Burke

Program Manager for Outsourced Fiduciary Solutions

Bill Lee

Retirement Solutions Investment Associate

Andrew Sylvia

Retirement Solutions Investment Associate

Amber Cao

Strategic Retirement Solutions Associate

CPFA®

Patrick Samonte

Strategic Retirement Solutions Associate

CPFA®