Because achievement comes in many forms FP: Individual Tax & Financial Planning
EB: Employee Benefits RP: Retirement Plans

About Us

The Team

 

The Team

View Alphabetically | View by Division

Susan E. Audette thumbnail
Susan E. Audette
Senior Account Manager
RP: Retirement Plans division
Brian Babcock thumbnail
Brian Babcock
Vice President/Chief Operating Officer
CO: Corporate division
Ellen L. Bernardi thumbnail
Ellen L. Bernardi
Administrative Assistant
CO: Corporate division
Joseph F. Bonasera thumbnail
Scott Boulay thumbnail
Scott Boulay
Senior Consulting Actuary
RP: Retirement Plans division
Julie Burnett thumbnail
Julie Burnett
Administrative Assistant
CO: Corporate division
Maureen Coughlin thumbnail
Maureen Coughlin
Administrative Assistant
RP: Retirement Plans division
Jason A. Denton thumbnail
Jason A. Denton
Senior Consulting Actuary
RP: Retirement Plans division
Nora Nakashian Douglas thumbnail
Nora Nakashian Douglas, CPA
Senior Associate
FP: Individual Tax & Financial Planning division
Daniel N. Fowler thumbnail
Daniel N. Fowler
Vice President of Account Management
RP: Retirement Plans division
 
Trish Gildea, CFP®
Senior Financial Planner
FP: Individual Tax & Financial Planning division
 
Daniel Gniadek, CPA
Senior Tax Accountant
FP: Individual Tax & Financial Planning division
Matthew Greene thumbnail
Matthew Greene
Financial Consultant
RP: Retirement Plans division
Eric P. Gulko thumbnail
Eric P. Gulko, JD
Vice President and Consultant
EB: Employee Benefits division
Kevin Haskell thumbnail
Kevin Haskell
Head of Retirement Plan Services Team
RP: Retirement Plans division
Karen Hays thumbnail
Karen Hays
Operations Coordinator
FP: Individual Tax & Financial Planning division
Carol-Jean Higgins thumbnail
Carol-Jean Higgins, CPA, PFS
Senior Associate
FP: Individual Tax & Financial Planning division
Doug Johnson thumbnail
Doug Johnson
Sales Consultant
RP: Retirement Plans division
Thomas A. Kilcoyne III thumbnail
Thomas A. Kilcoyne III
Vice President and Consultant
EB: Employee Benefits division
Paul J. Knisell thumbnail
Paul J. Knisell
Senior Account Manager
RP: Retirement Plans division
Laura Ledin thumbnail
Laura Ledin
Senior Account Manager
EB: Employee Benefits division
Skye Lucier thumbnail
Skye Lucier, PHR
Director of Benefits Administration
EB: Employee Benefits division
Mark Mammola thumbnail
Mark Mammola
Retirement Sales Consultant
RP: Retirement Plans division
Peter Manning thumbnail
Peter Manning, CPA, PFS, MST
President
FP: Individual Tax & Financial Planning division
Judy L. Miracle thumbnail
Judy L. Miracle
Senior Benefit Consultant
EB: Employee Benefits division
David B. Mulkern thumbnail
David B. Mulkern
Senior Account Manager
RP: Retirement Plans division
Douglas C. Norberg thumbnail
Douglas C. Norberg
Vice President, Sales
RP: Retirement Plans division
Cynthia L. Payne thumbnail
Cynthia L. Payne
Account Manager
EB: Employee Benefits division
Gloria T. Reddivari thumbnail
Gloria T. Reddivari, QPA, QKA, ERPA
Senior Account Manager
RP: Retirement Plans division
Francis J. Tietje thumbnail
Francis J. Tietje, QPA, QKA
Senior Account Manager
RP: Retirement Plans division
 
Mark Walsh
Senior Account Manager
RP: Retirement Plans division
Steve Wilbur thumbnail
Steve Wilbur
Director of Compliance
CO: Corporate division
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Securities and advisory services offered through Commonwealth Financial Network, Member www.finra.org and www.sipc.org, a Registered Investment Adviser. Fixed insurance products and services, as well as benefits consulting and plan administration, offered by Summit Financial Corporation are separate and unrelated to Commonwealth. Fixed insurance products and services, as well as tax services, offered by Summit Financial Strategies, Inc. are separate and unrelated to Commonwealth. This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, ME, MD, MA, MI, NV, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, VT, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.