160 Gould Street
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Find a Financial Professional
Amy Lampert has over twenty-five years of management experience in the financial services industry, in roles ranging from financial advisor to executive management roles in Product Development, Human Resources, and Marketing with...
Andrew works closely with individuals, families, and businesses to help them develop and achieve financial independence. Andrew’s comprehensive approach helps his clients build wealth by debunking common financial myths,...
Managing Associate | Financial Advisor
Providing Sustained Guidance to Families and Small Businesses I believe everybody deserves the opportunity to understand how all realms of their financial life work together and to build solid financial strategies. My team draws on...
Andrew joined The Bulfinch Group in July 2022. In his role, he supports the PAS/Investment Operations team. His primary responsibilities include:Review, process and follow up on various brokerage and non-brokerage account requests...
Most clients come to me feeling either stressed, overwhelmed, or confused about what they should be doing, or they simply lack true confidence in the planning they have done to date! The vast majority of people I meet have relied on a...
Wealth Management Advisor/Investment Specialist
Barry Zimmerman is a Financial Advisor with The Bulfinch Group. He provides comprehensive wealth planning services to individuals, families, owners of closely-held businesses and professionals...
Helping Young Professionals Optimize Their Financial Goals Benjamin joined The Bulfinch Group and works closely with individuals and young professionals to help develop and achieve mid and long-term financial goals. With a passion for...
Wealth Management Advisor
I am committed to making sure that my clients have the most outstanding life possible. I provide them with a real world understanding of their financial health in order to alleviate stress and improve quality of life. I insure that my...
“I dedicate myself to making the lives of those I work with more fulfilling, joyous and prosperous - to understand the hopes, dreams and aspirations of the individuals, families and businesses I serve.”,,,
Boris Lokshin, PhD, ChFC®, has over 30 years of financial and management experience. He specializes in assisting clients with personal planning, acquiring investments, insurance and developing pension plans. Among his clients are...
Brad and his team help design and implement financial strategies for individuals, families, and small business owners that seek to maximize wealth and protection, reduce risk, and help them make financial decisions from a position of...
My practice is built on the belief that everyone deserves the opportunity to be able to ask questions about their relative financial world. My family never had that opportunity when I was growing up, and as a result, I saw money as the...
Talent Acquisition Specialist
Caitlin Medalie is the Marketing & Talent Acquisition Specialist at The Bulfinch Group, where her primary focus is firm growth and visibility through recruitment and digital marketing strategy. Prior to joining The Bulfinch Group, Ms....
Helping Professionals, Families and Businesses Achieve Financial Clarity to Create a Fulfilling Future A recent college graduate, I joined The Bulfinch Group in June 2021. As a four-year student-athlete at Bentley University, the hard...
Director of Marketing
Caroline Christiano serves as The Bulfinch Group’s Director of Marketing working closely with the firm’s Financial Representatives and the management team on marketing goals and objectives. Caroline develops comprehensive...
I am committed to helping professionals, families and small businesses translate their hard work into successful financial strategies. I know that creating a strong, customized financial plan can have a profound impact on the ability...
Investment Operations Coordinator
Born and raised in Boston, Christine earned her B.S. degree in Finance from Northeastern University. After college, Christine moved to New York to join the Prudential Bache sales team. A few years later, her desire to start a family...
President | Profectus Financial Partners
I am the President of PFP and lead the firm’s Wealth Management practice as well as the firm’s planning practice for pre-retirees and retirees. Since 2003, I have been committed to serving clients and families. I am an avid...
Agency Control Officer
David joined The Bulfinch Group in July 2011 as the Agency Control Officer (ACO) after spending the previous five years as a Senior Examiner with FINRA. His role is to manage the compliance program, establish risk based controls, and...
My goal is to help others achieve a path to a more fulling life — I have made it my mission to serve those who currently serve (or have served) our country as well as those friends, family members, and business owners who support...
I am committed to helping my clients achieve their financial goals, as I have done for my family. After a 25+ year corporate career, culminating as a Vice President for a Fortune 500 company, I have transitioned my focus to helping...
Director of Accounting
Joining The Bulfinch Group in 2002, Dorsy serves as Director of Accounting. In this role, she is responsible for managing all financial efforts and functions of the organization including preparing monthly financial statements. She...
Douglas Swartz is a Senior Associate with The Bulfinch Group, a financial services and insurance firm located in suburban Boston. With 30+ years of experience, Doug helps individuals, families, and businesses gain control of their...
Director of Employee Benefits
Doug is the Director of Employee Benefits, and oversees all aspects of Client Services. He specializes in working with clients on a daily basis to meet their service expectations and provide employee benefit service resolutions. He...
Director of Talent Acquisition
Doug joined The Bulfinch Group in 2011 as the Director of Talent Acquisition, serving as a model member of the community who empowers entrepreneurial professionals who are looking for the right career. Doug's experience in integrated...
Director of Operations
Fawn re-joined the firm in 2008 after leaving for some years to raise her children. In her role as Office Manager, Fawn works closely with the Director of Operations – ensuring that the office runs smoothly. She maintains office...
My mission is to help business owners, professionals and families achieve financial balance by solving their financial concerns. The most precious complement I receive from my clients is that I provide them with confidence in knowing...
Financial Advisor & Investment Specialist at The Peters Group
At The Peters Group, we work for a sense of purpose: helping our clients achieve financial balance. Just as you are committed to what you do, we are committed to providing you with the flexibility to allocate your time among your...
Director of Investments
Gracio Garcia is The Bulfinch Group’s Director of Investments. Gracio and his team design and implement financial strategies to help build wealth and protection, and minimize risk. Under his guidance the Investment Team...
As a Business Exit and Retirement Income Planning Specialist, I help Business Owners solve one of their biggest and most critical problems – planning for a successful exit. I do this using a consultative approach and...
Director of Training
Having served in the military for more than 28 years, I have made it my mission to serve those who currently serve (or have served) our country as well as those friends, family members, and business owners who support those who serve....
Jeff Hiatt is an Associate with The Bulfinch Group, an insurance and financial services firm located in suburban Boston. The BulfinchGroup provides comprehensive insurance and financial services to individuals, families, and businesses...
Jenny joined The Bulfinch Group in July 2021. Prior to joining Bulfinch, Jenny graduated with a double Master's Degree in International Business and Finance from Hult International Business School in Cambridge. With 4+ years of...
My Story: As a Harvard MBA, Class of 1973, I had the pleasure of 30 years of varied business experience prior to becoming a Financial Advisor in 2003. I worked in Fortune 500 companies, mid-sized companies, small companies, start-ups,...
As a practicing attorney, I have spent 12 years on the client side of the table. During this time, I have had my share of financial advisors, as well as a collection of “stuff” that I purchased because either mainstream...
Associate General Agent
As a Managing Director at The Bulfinch Group, John’s experience is focused on the coaching and development of successful Financial Representatives. Working with high-level career changers and experienced advisors, John helps them...
John Nelson Ferrara, CLU® is a Senior Associate with The Bulfinch Group. He began his life insurance practice with Connecticut General Life Insurance Company in 1971, specializing in Estate Planning, Closely-held Family Business...
Helping Families, Professionals & Businesses to Build and Preserve Wealth Jonah joined The Bulfinch Group in June 2021 and his goal is to help his clients achieve financial clarity. Through this process, clients can gain a...
It is my life’s mission to serve others — positively transforming their lives. I am driven and inspired daily by my mother. A single parent who raised three children: me, my brother and my late sister; she has spent over 30...
Helping businesses, professionals and families achieve optimal financial balance As a coach, I work closely with professionals, families and business owners, helping them to develop and achieve financial independence. It is my personal...
Growing up in Las Vegas, I was raised with a great sense of “hospitality.” My mother ran a restaurant in Las Vegas and was constantly welcoming people into our home to enjoy my grandmother’s abundant Italian cooking....
The Guyton Group
Joseph H. Guyton is Principal of The Guyton Group. He has over 33 years of experience providing professional knowledge in retirement income planning, pension, profit sharing and business succession. Joe’s clients include high net...
Justin joined The Bulfinch Group in 2019 as an Operations Associate. In his role, he manages the firm’s New Business Desk, helping to improve operational efficiencies and oversees new account openings. He also works directly with...
Guiding Aspiring Financial Professionals to Success Joining The Bulfinch Group in June 2021, Kaylee serves as a Financial Representative Liaison. In this role, Kaylee acts as a guide to aspiring Financial Representatives committed to...
Talent Acquistion Coordinator
Kellie Jenkins joined The Bulfinch Group in 2019 as Talent Acquisition Coordinator and is one of the first faces that a candidate meets when interviewing for the Financial Representative position. She quarterbacks the recruiting...
Ken Davis is a Financial Representative of the Bulfinch Group, an insurance and financial services firm located in Suburban Boston. The Bulfinch Group provides comprehensive insurance and financial services to individuals, families,...
Helping to Create Financially Confident IndividualsMy goal is to serve and educate the communities that I am passionate about — those who must fight harder for their success. My mission is to help individuals improve their...
Enabling individuals to reach their full potential. Kevin recruits and develops mission-driven leaders. He instills a high-performance mindset and creates an environment to achieve maximum results. He guides Associates, helping to...
Empowering individuals and families to reach optimal financial health My goal is to serve and educate the communities that I am passionate about — those who must fight harder for their success. My mission is to help individuals...
Financial Representative of Guardian.
Talent Acquistion Specialist
Lauren Hernandez joined The Bulfinch Group in June 2022 as a Talent Acquisition Specialist and is the face of Bulfinch when introducing the role of Financial Representative at The Bulfinch Group. Lauren is passionate about the...
WHAT DO YOU WANT TO BE KNOWN FOR? AND HOW DO YOU WANT TO BE REMEMBERED? “Every person has the right, duty, and obligation to themselves, their family and their business & employees to provide for and protect...
Director of Client Relations | Wealth Management Advisor
Linda joined Wellesley Financial Group (now merged into The Bulfinch Group, as of 1/1/16) as an agent in 1990, after having served as an Individual Sales Consultant for UNUM in the Boston area for 10 years. She was appointed to her...
I have 18 years of experience in banking and the financial industry, most of it in Europe. This experience provided me with insight into the 2008 financial crisis and a unique perspective of the global markets. I transitioned to...
Director of Executive Benefits
Mark is the Director of Executive Benefits. With nearly 30 years of experience, he specializes in working with companies of all types and sizes, such as small law firms, to national retail chains, large unions, and hospitals....
Financial Advisor & Investment Specialist
Mark works closely with clients and associates as an investment specialist, focusing on sales support and analysis of financial products offered by Park Avenue Securities.
Prior to Bulfinch, Marko spent the last 8 years in the industry, serving as Agency Principal at Starboard Financial & Insurance LLC, an exclusive agency of Horace Mann Companies, as well...
Registered Representative and Financial Advisor of Park Avenue Securities, Financial Representative of Guardian.
You cannot asset allocate away longevity risk! I practice rules, outcomes and evidence-based planning rather than the buy, hold, reinvest and hope method. I believe in Human Life Value and full replacement. I bring 30 years’...
New Business Manager
Mary Anne Johnson is the New Business Manager at The Bulfinch Group. In this position, Mary Anne works with case managers on the processing of Life and Disability applications supervising the...
Brokerage Manager & Disability Income Supervisor
Brokerage Manager and Disability Income Supervisor, Matt Berard is a seasoned Brokerage specialist, bringing a wealth of knowledge and experience in both Guardian Insurance and Disability Income programs to the firm’s clients...
"The important thing in science is not so much to obtain new facts as to discover new ways of thinking about them."- Sir William Bragg Maureen Ryan, CLTC, is a Senior Financial Specialist with The Bulfinch Group. Her practice is...
Educating my clients to make more informed financial decisions to help them achieve financial balance. This is why I live my life through what I call my Worthy Ideal, which is…. “To utilize my specialized knowledge by...
Michael is a Director of Employee Benefits which assists businesses in the area of employee benefits, executive benefits, retirement plan solutions and human capital management. He consults with clients to develop creative solutions...
Helping families, individuals, and business owners achieve optimal financial balance. Michael works closely with individuals, families, and entrepreneurs to help develop and achieve financial confidence and security. It is Michael's...
*Not practicing as an attorney for Guardian or any subsidiaries or affiliates thereof. Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance License #OE09819; FL...
Wealth Management Advisor
Joining The Peters Group in 2012, Nick serves as a dedicated Wealth Management Advisor, providing analysis and wealth management strategy recommendations for individuals and families. For clients nearing or in retirement, Nick helps...
Helping to Build and Create WealthI joined The Bulfinch Group in June 2022 and work closely with individuals and young professionals to help develop and achieve mid and long-term financial goals. Recognizing the unique needs of each of...
Helping Map Out Your Financial FutureI joined The Bulfinch Group in August 2022 with a desire to build lifelong, growing relationships with people from many different walks of life. I knew that I wanted a career where I could connect...
Educating Individuals To Become Financially Empowered Parker Freedman joined The Bulfinch Group in June 2021 and works closely with individuals and young professionals to help develop and achieve mid and long-term financial goals. From...
Peter’s goal is simple: To educate his clients and provide a coordinated financial strategy including the areas of Investments, Insurance, debt management and cash flow management. By building a relationship with each client,...
Peter C. Leddy is a Financial Representative with The Bulfinch Group, a general agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Peter works with individuals, families and business owners to help build...
For nearly 35 years, I have been building trustworthy relationships that help my clients grow and succeed. It brings me great joy working with my clients from the very beginning and watching them grow over the years. Having worked with...
Empowering businesses, families and individuals to focus on what really matters — planning today for tomorrow — and charting the course to an enduring legacy. Peter Doherty joined The Bulfinch Group in July 2020 and works...
Richard works with individuals, families and businesses helping them develop effective financial strategies to achieve their goals and dreams. He provides the best service and products to his clients utilizing the resources available...
Richard is a Financial Specialist with The Bulfinch Group, a financial and insurance services firm located in Suburban Boston. Richard provides his clients with over 30 years of experience in insurance, investment, wealth management,...
Richard Poitras is Principal of Wellesley Financial Group, and General Agent, The Guardian Life Insurance Co. of America. Dick joined WFG in 1965 while attending Northeastern University as a finance major. For 40 years he has...
Robin has been with The Bulfinch Group since 2009. In her current role as Support Specialist to Matthew Berard and Linda DiIanni promoting The Guardian Life Insurance Company of America and its life insurance, disability insurance and...
With three decades of experience, I serve as a Financial Professional with The Bulfinch Group specializing in working with business owners, families, and executives to help them gain control of their financial futures. I use my past...
Helping Professionals to Build and Preserve Wealth Ryan joined The Bulfinch Group in 2022 and works closely with individuals and young professionals to help develop and achieve mid and long-term financial goals. Prior to joining...
As a basketball player and point guard for 18+ years, Sam’s role on the court was to be a leader, facilitator, and to put teammates in positions where they could be successful. Today, in his role with The Bulfinch Group, he is...
Helping professionals, families and business owners build and preserve their wealth by bringing focus and clarity to their financial lives. This is why I live my life through what I call my Worthy Ideal, which is…. “To...
Founding The Bulfinch Group in 1994, Seth Medalie is passionate in his quest to create the leading investment and financial services firm in New England, always seeking to expand the firm’s talent and client base. He has overseen...
781-237-1720 x 3419
Natural ability is hard to come by in the financial services industry. A first-generation American Italian, Steve’s parents came to America from Italy when he was a young boy. Because his parents couldn’t speak the English...
As a Partner and Senior Vice President of The Bulfinch Group, Tom plays an integral role in the continued success of the firm. Through his dedicated leadership, he has helped guide the firm to serve clients with the highest level of...
As a financial professional, Vince has spent his career developing relationships with and serving the needs of the local business community. Though his work, he has developed a unique understanding of the special needs of business...
For over 20 years, I have been helping my clients live the life they have always dreamed of. By providing my clients with a unique planning process that is designed to build optimal financial balance across their entire financial world...
Helping Families Achieve Financial FreedomI joined The Bulfinch Group in September 2022 and work closely with individuals and young professionals to help develop and achieve mid and long-term financial goals. Recognizing the unique...
Yan J. Katz joined The Bulfinch Group in 2009 and works closely with individuals and families to help develop and achieve mid and long-term financial goals. Recognizing the unique needs of each of his clients, Yan develops strategies...
Helping To Build and Preserve Wealth Yoon-Hi started her career at Fidelity Investments, following her interest in capital markets. After gaining experience in the asset management industry, she earned her MBA at Babson College. Upon...
Zvi Shtifter is a Financial Representative with The Bulfinch Group, a financial services firm serving individuals, families and business owners. Zvi brings over two decades of experience in the Israeli and American high technology...