Broker Check

Helping Clients Grow &
Protect Wealth Since 1985

Whether it’s planning for your own retirement or offering retirement benefits to your employees, you’ll have access to a team of experienced professionals through our partnership with Commonwealth Financial Network®. Together, we can help you navigate important choices for you—and for your business.

<span>Karen DiStasio</span>

Mat Powers, CFA®, AIF®, AIFA®
Director, Strategic Retirement Solutions

<span>Karen DiStasio</span>

Thomas Crutchfield, CFP®, AIF®, PPC™
Manager, Strategic Retirement Solutions

<span>Karen DiStasio</span>

Dan Toomey, QKA®, CPFA®
Manager, Retirement Product

<span>Karen DiStasio</span>

Michael Geraci, MSF, CRPC®, CRPS®, AIF®, CIMA®
Supervisor, Retirement Investment Solutions

<span>Karen DiStasio</span>

Bob Burke
PlanAssist Program Manager

<span>Karen DiStasio</span>

Mike Triana, CRPS®, CPFA
Senior Retirement Solutions Consultant

<span>Karen DiStasio</span>

Allen Cohen, CPFA
Senior Retirement Solutions Consultant

<span>Karen DiStasio</span>

Jeff Gillette, CPFA
Retirement Solutions Consultant

<span>Karen DiStasio</span>

Mike Clifford, CPFA
Retirement Solutions Consultant

<span>Karen DiStasio</span>

Chris Lydon, AIF®
Retirement Solutions Investment Analyst

<span>Karen DiStasio</span>

Alex Lauretti, CPFA
Retirement Solutions Analyst

<span>Karen DiStasio</span>

Adam Khalek
Retirement Solutions Investment Associate

Sophie Barrow, CPFA
Retirement Solutions Specialist

Patricia Garvey
Product Manager