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Commonwealth Partnership

Commonwealth Financial

Our partnership with Commonwealth Financial Network®, a leading independent broker/dealer, provides us access to insurance and risk management specialists at Commonwealth who assist us in our efforts to offer you the best possible service. Each of the professionals on these teams brings a breadth of experience in the industry and within his or her specialization. You can learn more about the teams below.


Commonwealth Advanced Planning Team

Anna HaysAnna Hays, JD, LLM
Advanced Planning Consultant

Heather ZackHeather Zack, JD
Advanced Planning Consultant

Patrick NoonanPatrick Noonan, CFP®
Advanced Planning Consultant

Olivia ZaiyaOlivia Zaiya, JD, MBA
Advanced Planning Consultant

Whitney DrechslerWhitney Drechsler, JD, LLM
Advanced Planning Consultant

Maureen BaxterMaureen Baxter, MBA, CLU®, ChFC®
Advanced Planning Consultant

Justin DuftJustin Duft, JD, CFP®, MSFS, CLU®, ChFC®, CLTC
Manager, Advanced Planning


Commonwealth Retirement Consulting Services Team

Sheryll YeeSheryll Yee, CRPS®
IRA Consultant

Steven JohnianSteven Johnian
IRA Consultant

Mike CliffordMike Clifford
IRA Consultant

Derenig KostikianDerenig Kostikian, CFP®, AIF®
Retirement Sales Consultant

Andrew FarrellAndrew Farrell, CEBS, CRPS®, GFS®
Retirement Sales Consultant

Allen CohenAllen Cohen
Retirement Sales Consultant

John PetersJohn Peters, CFP®, AIF®, PPC™
Business Development Consultant

Thomas CrutchfieldThomas Crutchfield, CFP®, AIF®, PPC™
Business Development Consultant

Dan CollinsDan Collins, AIF®
Business Development Consultant

Mat PowersMat Powers, CFA®, AIF®
Product Manager

Steve KochisSteve Kochis
Manager, Retirement Programs

Michael GeraciMichael Geraci, CRPC®, AIF®
Relationship Manager, Retirement Consulting Investment Platform

Patricia GarveyPatricia Garvey
Product Manager

Paul MahanPaul Mahan
Senior Vice President, Retirement Consulting Services


Commonwealth Research Team

Peter RobertoPeter Roberto
Research Associate, Equity

Sam MilletteSam Millette
Research Associate, Fixed Income

Nathan ParkerNathan Parker, CFA®, CAIA
Research Analyst, Real Assets

Eduardo CiuffoEduardo Ciuffo
Research Analyst, Real Assets

Robert KaneRobert Kane, CAIA
Research Analyst, Alternatives

Michael ComiskeyMichael Comiskey, CAIA
Research Analyst, Alternatives

Rob SwankeRob Swanke, CFA®
Research Analyst, Fixed Income

Nicholas FollettNicholas Follett
Research Analyst, Fixed Income

Chris StuartChris Stuart, CFA®
Senior Investment Research Analyst

Brian McCormickBrian McCormick, CIMA®
Senior Investment Research Analyst

Andrew KitchingsAndrew Kitchings, CAIA, ERP
Senior Investment Research Analyst

Anuradha GaggarAnuradha Gaggar, CFA®
Senior Research Analyst, International and Emerging Markets

Chris FascianoChris Fasciano
Portfolio Manager, Investment Management and Research

Peter EsselePeter Essele, CFA®, CAIA, CFP®
Portfolio Manager, Investment Management and Research

Meagan RogersMeagan Rogers, CFA®
Manager, Fixed Income Research

Fred DeBaetsFred DeBaets
Portfolio Manager, Fixed Income

Susan KellySusan Kelly, CAIA
Director, Investment Management and Research

Jim McAllisterJim McAllister, CFA®
Director, Equity Research

Brian PriceBrian Price, CFA®
Vice President, Investment Management and Research

Chad LaFauciChad LaFauci, CFA®, CAIA
Director, Real Assets

Brad McMillanBrad McMillan, CFA®, CAIA, MAI
Senior Vice President and Chief Investment Officer