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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®
Vice President, Strategic Retirement Solutions

<span>Karen DiStasio</span>

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

<span>Karen DiStasio</span>

Kara Tierney
Manager, Marketing and Communications, Strategic Retirement Solutions

<span>Karen DiStasio</span>

Jon Good
Manager, Retirement Consulting

<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>

Beau Asbury, CRC,® AIF,® QKA®
Retirement Solutions Consultant

<span>Karen DiStasio</span>

Beau Asbury, CRC,® AIF,® QKA®
Retirement Solutions Consultant

<span>Karen DiStasio</span>

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

<span>Karen DiStasio</span>

Chris Lydon, AIF®
Retirement Solutions Investment Analyst

<span>Karen DiStasio</span>

Adam Khalek, AIF®
Retirement Solutions Investment Analyst

<span>Karen DiStasio</span>

Bob Burke
PlanAssist Program Manager

<span>Karen DiStasio</span>

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

<span>Karen DiStasio</span>

Patricia Garvey
Strategic Retirement Solutions Contractor

<span>Karen DiStasio</span>

Steve Kochis
Strategic Retirement Solutions Contractor

<span>Karen DiStasio</span>

Alex Lauretti, CPFA®
Strategic Retirement Solutions Contractor

Our Values