Our Team

Experience the power of a team rather than just one individual.

As a fiduciary wealth manager in Danvers, MA, we provide you with highly personalized, hands-on financial advice you’d expect from a family firm supported by the resources of a national network. This way, you get exceptional quality and value.

We embrace a “clients-first” approach every day. We’re keenly aware of the costs and taxes tied to your investments. When you partner with us, you’ll benefit from the expertise of a seasoned team of Danvers financial advisors. Get to know our team today.

Our Affiliates

Through our partnership with Commonwealth Financial Network®, we collaborate with their specialists to deliver highly specialized solutions, covering everything from risk management and investment taxation to charitable giving, estate planning, executive benefits, concentrated stock, and more.

Advance Planning Professionals

The Advanced Planning team is our go-to resource for wealth management and financial planning expertise that address your complex financial situations. Team members can research technical issues and coordinate the expertise of other Commonwealth specialists to help us provide you with nuanced customized solutions, from risk management and investment taxation to charitable giving, estate planning, executive benefits, concentrated stock, and more.

Justin Duft, JD, CFP®, CLU®, ChFC®, CLTC

Vice President, Advanced Planning

Heather Zack, JD, LLM, MSFP, CAP®

Director, High Net Worth

Martin Baker, CFP®, CPWA®

Manager, Advanced Planning and ParaPlanning

Krista Teegarden, CLU®, ChFC®, CPWA®, CSLP®, NSSA®

Team Lead Advanced Planning

Maureen Baxter, MBA, CLU®, ChFC®

Advanced Planning Consultant

Aric Jacobson, JD, LLM, CFP®, CEP

Advanced Planning Consultant

Anne Fontanet, BCL, LLM, Enrolled Agent

Advanced Planning Consultant

Daniel Tocci, JD

Advanced Planning Consultant

Morgan Macchiarulo, JD

Advanced Planning Consultant

Ivan Lancaster, JD

Advanced Planning Consultant
Research Professionals

As our client, you benefit from a dedicated, full-time team of investment research professionals who specialize in areas ranging from alternative investments to equities and beyond. Through our partnership with Commonwealth Financial Network®, our Registered Investment Adviser–broker/dealer, we have access to an extended office that provides us with timely research, market insights, and guidance for our clients—you!

Brad McMillan, CFA®

Managing Principal and Chief Investment Officer

Brian Price, CFA®

Managing Principal, Investment Management and Research

Chad LaFauci, CFA®, CAIA

Senior Vice President, Alternative Investmentsng

Jim McAllister, CFA®

Vice President, Equity Research

Brian McCormick, CIMA®

Director, Investment Management and Research

Sam Millette

Director, Fixed Income

Robert Kane, CAIA

Director, Alternative Investments

Andrew Kitchings, CFA®, CAIA, CMT, ERP, FRM

Manager, Investment Due Diligence - Investment Management and Research

Chris Fasciano

Senior Portfolio Manager, Investment Management and Research
Retirement Planning Professionals

Commonwealth’s Strategic Retirement Solutions (SRS) team provides support to help you meet all of your responsibilities as a plan sponsor. Whether it’s plan design, regulatory and legislative guidance, investment product due diligence, or participant education and advice, you can feel confident that you have the specialized guidance you need and your participants receive the investment options and value they expect and deserve.

Mat Powers, CFA®, AIF®, AIFA®

Vice President, Strategic Retirement Solutions

Thomas Crutchfield, CFP®, AIF®, PPC®, CPFA®

Manager, Strategic Retirement Solutions

Kara Tierney

Manager, Marketing and Communications, Strategic Retirement Solutions

Jon Good

Manager, Retirement Consulting

Mike Triana, CRPS®, CPFA®

Senior Retirement Solutions Consultant

Allen Cohen, CPFA®

Senior Retirement Solutions Consultant

Jeff Gillette, CPFA®

Retirement Solutions Consultant

Mike Clifford, CPFA®

Retirement Solutions Consultant

Beau Asbury, CRC,® AIF,® QKA®

Retirement Solutions Consultant

Michael Geraci, CRPC®, CRPS®, CPFA®, AIF®, CIMA®

Supervisor, Retirement Investment Solutions

Adam Khalek, AIF®

Retirement Solutions Investment Analyst

Bob Burke

PlanAssist Program Manager

Dan Toomey, QKA®, CPFA®, NQPA®

Manager, Retirement Product

Amber Cao, CPFA®

Strategic Retirement Solutions Associate

Nathan Lucchino, CPFA®

Strategic Retirement Solutions Associate

Patricia Garvey

Strategic Retirement Solutions Contractor

Steve Kochis

Strategic Retirement Solutions Contractor

Alex Lauretti, CPFA®

Strategic Retirement Solutions Contractor

Ready to Talk About Securing Your Financial Future?

Schedule a free, no-strings-attached phone call with our team of financial advisors.