Our Insurance Team

As our client, you benefit from a dedicated, full-time team of investment research professionals who specialize in areas ranging from alternative investments to equities and beyond. Through our partnership with Commonwealth Financial Network®, our Registered Investment Adviser–broker/dealer, we have access to an extended office that provides us with timely research, market insights, and guidance for our clients—you!

Ethan Young

Ethan Young

Director, Insurance and Annuities

Shannon Brennan

Shannon Brennan, ChFC®, CLU®, FLMI, FALU

Director, Insurance Operations

Michael Callahan

Michael Callahan

Insurance Product Consultant

Melissa Falone

Melissa Falone

Supervisor, Insurance Operations

Matthew Chasey

Matthew Chasey

Senior Case Manager

Susan Carrozza

Susan Carrozza

Case Manager

Maria Lozano

Maria Lozano

New Business Associate

Annie O’Sullivan-Jennings

Annie O’Sullivan-Jennings

New Business Associate

Rebecca Riter

Rebecca Riter

New Business Associate

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