How We Work
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.
Amy Lampert
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 Guyton
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,...
Andrew Altenbach, RICP®
Managing Associate | Financial Advisor
andrew.altenbach@bulfinchgroup.com
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 Kingston
andrew.kingston@bulfinchgroup.com
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...
Ari Stonehill, CLTC®
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...
Barry Zimmerman
Wealth Management Advisor/Investment Specialist
barryzimmerman@bulfinchgroup.com
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...
Benjamin Clark
Financial Representative
benjamin.clark@bulfinchgroup.com
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...
Bob Furlong, CExP™
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...
Robert A. Canter
“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®
Financial Advisor
borislokshin@bulfinchgroup.com
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 R. Champion, MBA, ChFC®
Financial Coach
bradchampion@bulfinchgroup.com
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...
Brian P. McGrath
brianmcgrath@bulfinchgroup.com
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...
Cameron A. Egan
Financial Representative
cameron.egan@bulfinchgroup.com
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...
Caroline Bonnar Christiano, MBA
Director of Marketing
carolinechristiano@bulfinchgroup.com
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...
Christie Syner
New Business Case Manager
christinesyner@bulfinchgroup.com
Christie Syner is a New Business Case Manager. In this role, Christie handles the processing of Life and Disability applications following the underwriting process from the point of submission to delivery and placement of...
Christine Nilson
Investment Operations Coordinator
christine.nilson@bulfinchgroup.com
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...
Connor Gallivan
Financial Advisor
connor.gallivan@bulfinchgroup.com
Darren Violette, ChFC®, CLU®, RICP®, ChSNC®
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...
David P. Mercadante, MBA
Agency Control Officer
davidmercadante1@bulfinchgroup.com
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...
Dick Howell, MBA
richardhowell@bulfinchgroup.com
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...
Donald Gilmore
2006-2018
Dorsy Hayes
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 A. Swartz
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...
Douglas Hall
Director of Employee Benefits
douglas_hall@bulfinchbenefits.com
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...
Douglas Reiss
Director of Talent Acquisition
douglasreiss@bulfinchgroup.com
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...
Dylan B. Grocer
Managing Associate | Financial Advisor
dylan.grocer@bulfinchgroup.com
Emily Simpson
emily.simpson@bulfinchgroup.com
Fawn Sherman
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...
Galina Pekurovskaya, ChFC®
Financial Advisor
galinapekurovskaya@bulfinchgroup.com
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...
Gary J. Peters, CLU®, ChFC®
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...
Gracio Garcia, AIF®
Director of Investments
graciogarcia@bulfinchgroup.com
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...
Jack W. Reeder
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...
John "Jake" Akoury, CFP®, MBA, CLTC, AAMS
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....
Jeffrey D. Hiatt
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...
Jen Keyes
New Business Case Manager
jenniferkeyes@bulfinchgroup.com
Jen Keyes is a New Business Case Manager. In this role, Jen handles the processing of Life and Disability applications and follows the underwriting process from the point of submission to delivery and placement of each policy. Jen also...
Jenny Hallstroem
Investment Operations Coordinator
jenny.hallstroem@bulfinchgroup.com
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...
Jim Bricker, MBA
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,...
John G. Balzer, JD*, CLTC
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...
John Brady
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®
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...
Jonah S. Callandret
Financial Advisor
jonah.callandret@bulfinchgroup.com
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...
Jonathan Pierre
jonathan.pierre@bulfinchgroup.com
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...
Jonathan Barnett, MBA, CFP®
Wealth Management Advisor
jonathan.barnett@bulfinchgroup.com
Jonathan F. Sullivan
Financial Advisor
jonathansullivan@bulfinchgroup.com
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...
Jordan D. Ellerbe
Financial Advisor
jordan.ellerbe@bulfinchgroup.com
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....
Joseph H. Guyton, RICP ®, CExP ™, AEP ®, CLU ®
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 W. Plourde
Operations Associate
justin.plourde@bulfinchgroup.com
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...
Kaylee Harmon
Support Specialist
kaylee.x.harmon@bulfinchgroup.com
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...
Kelley Marmen
kelley.marmen@bulfinchgroup.com
Kellie Jenkins
Talent Acquistion Coordinator
kellie.jenkins@bulfinchgroup.com
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...
Kenneth E. Davis, MBA, CLU®, CHFC®
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,...
Ketsia Vedrine
Financial Representative
ketsia.vedrine@bulfinchgroup.com
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...
Kevin S. Schneider, CLU®
Partner/EVP
kevinschneider@bulfinchgroup.com
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...
Kia L. Minor
Financial Representative
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...
Larry Ragone, CLU®
Lawrence_Ragone@bulfinchgroup.com
Financial Representative of Guardian.
Lee J. Adelson, LUTCF, CLTC
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...
Leigh McCloskey
Director of Client Relations | Wealth Management Advisor
leighmccloskey@bulfinchgroup.com
My diligence and commitment help foster long-term relationships with individuals, families and small businesses and are a hallmark of my approach as a Wealth Management Advisor. These relationships are built on trust, understanding,...
Linda Diianni, CLU®, RHU®
Brokerage Manager
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...
Marcos Lopez, CFP®, RICP®, EA
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...
Mark Markell
Director of Executive Benefits
mark_markell@bulfinchbenefits.com
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....
Mark Poitras, ChFC
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.
Marko V. Vukovic
Financial Advisor
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...
Marshall Dodge
Investment Specialist
marshall.dodge@bulfinchgroup.com
Registered Representative and Financial Advisor of Park Avenue Securities, Financial Representative of Guardian.
Martin F. Lowenthal, AEP®, MSIM, CLU®, ChFC®, WMCP®, RICP®, CAS®, CLTC
martinlowenthal@bulfinchgroup.com
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’...
Mary Anne Johnson
New Business Manager
maryannejohnson@bulfinchgroup.com
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...
Matthew Berard
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...
Maureen Ryan, CLTC
"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...
Michael L. Elcock
Michael D. Hertz, RICP®
Financial Advisor
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 Murray
Director of Employee Benefits
michael_murray@bulfinchbenefits.com
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...
Michael Shtifter
Financial Advisor
michaelshtifter@bulfinchgroup.com
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...
Michel Scheinmann, JD*, CLU®, ChFC®
Director of Training
*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...
Nicholas Peters
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...
Nicholas Browne
nicholas.browne@bulfinchgroup.com
Nick joined The Bulfinch Group in January 2023. Prior to Bulfinch, Nick worked as a Research Analyst for Browne Realty Advisors LLC. As a young person, Nick witnessed first-hand others close to him living beyond their means and the...
Noah E. Quiles
Financial Representative
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...
Parker Freedman
Financial Advisor
parker.freedman@bulfinchgroup.com
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 A. Klay
Managing Director
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
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...
Peter Magni, LUTCF®
Financial Representative
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...
Richard Belofsky, CFP®, CLU®, ChFC®, ChSNC®
richardbelofsky@bulfinchgroup.com
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 P. Paine, CLU©
richard_paine@bulfinchgroup.com
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 L. Poitras, CLU®, ChFC®
Special Agent
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 Howe
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...
Ronald F. Watt, CLTC
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...
Ryan Coburn
Financial Advisor
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...
Ryan Campbell
Investment Operations Coordinator
ryan.campbell@bulfinchgroup.com
Ryan joined The Bulfinch Group Investments Team in January 2023. He is passionate about investment management and focuses on providing clients with the highest level of service and financial education. Ryan...
Samuel A. Bohmiller, WMCP®
Financial Advisor
samuelbohmiller@bulfinchgroup.com
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...
Sangita Rousseau
sangita_rousseau@bulfinchgroup.com
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...
Seth Medalie, CLU®, CHFC®
President
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...
Seth Burwick
seth.burwick@bulfinchgroup.com
Helping You to Feel Financially Confident While finishing up my last semester at UMass Amherst the 2023 Winter/Spring semester, I decided to pivot and get a head start on my career — I want the ability to impact others,...
Steven Misdea, CLTC®
Financial Representative
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...
Thomas J. Harmon, CLU®, ChFC®
Partner/SVP
thomasharmon@bulfinchgroup.com
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...
Vincent "Skip" Saccone, Jr., LUTCF®
vincent_saccone@bulfinchgroup.com
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...
Wes Hunter
Financial Representative
William H. Altman, LUTCF
Financial Representative
williamaltman@bulfinchgroup.com
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...
William B. Herbert
Financial Representative
william.herbert@bulfinchgroup.com
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
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...
Yoon-Hi King
Financial Advisor
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, CLTC, RICP®
Financial Advisor
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...