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®

Thomas Crutchfield

Manager, Strategic Retirement Solutions

CFP®, AIF®, PPC™, CPFA

Kara Tierney

Manager, Marketing and Communications, Strategic Retirement Solutions

Jon Good

Manager, Retirement Consulting

Mike Triana

Senior Retirement Solutions Consultant

CRPS®, CPFA

Allen Cohen

Senior Retirement Solutions Consultant

CPFA®

Jeff Gillette

Retirement Solutions Consultant

CPFA®

Mike Clifford

Retirement Solutions Consultant

CPFA®

Beau Asbury

Retirement Solutions Consultant

CRC,® AIF,® QKA®

Michael Geraci

Supervisor, Retirement Investment Solutions

CRPC,® CRPS,® CPFA,® AIF,®, CIMA®

Adam Khalek

Retirement Solutions Investment Analyst

AIF®

Bob Burke

PlanAssist Program Manager

Dan Toomey

Manager, Retirement Product

QKA,® CPFA,® NQPA®

Amber Cao

Strategic Retirement Solutions Associate

CPFA®reti