Find Your Advisor
Seeking the guidance of a trusted and qualified financial planner is among the most crucial financial decisions you can make. At Commonwealth Financial Group, our planners are committed to understanding your unique challenges and aspirations. Leveraging the firm’s dedicated support and resources and working collaboratively with your existing advisory team, our planners provide an integrated financial strategy to help maximize your financial options.
Team Skloff
Your Valued Financial Partners
Welcome to Team Skloff, a dedicated group of advisors committed to delivering comprehensive financial planning techniques for both individuals and businesses. With a deep-rooted understanding of the intricacies involved in securing your financial future, we're here to offer tailored solutions that provide reassurance and stability in an ever-changing world.
Our team goes beyond conventional financial support; we offer expertise in various areas of financial planning. Through our specialized approach, we empower families, business owners, executives, and individuals to confidently navigate the complexities of financial planning, ensuring they reach their financial potential. Our primary goal is to provide unwavering assistance to our clients and their families throughout their lifetimes.
Meet Our Team of Experts
Click the buttons below to learn more about each team member's background, specialization, and unique approach.
Bob Skloff | Financial Advisor, Director of Investments
Contact Information
Mobile. 617.207.6389 Office. 617.526.9319
rskloff@financialguide.com
280 Congress Street, Suite 1300
Boston, MA 02210
AIF
Bob has been with Commonwealth Financial Group since 1983 when he joined after graduating from the University of Massachusetts with a bachelor’s degree in economics. Bob has also received the CLTC and AIF designations and holds his FINRA Series 7, 24, and 65 registrations. Bob manages a private wealth practice of 300 households and an institutional retirement plan business of over 25 businesses and 9,000 participants.
Bob has also served as Director of Investments for Commonwealth Financial Group since 1990 and provides investment training and education to registered representatives at CFG. Bob currently resides in Boston, MA with his wife and works every day with his two sons. He and his wife Rhonda raised their family and lived in Sudbury, MA for 25 years. He is currently on the Board of Directors for B’nai B’rith Housing. In his free time, Bob is an avid skier and golfer.
Brett Skloff | Financial Planner
Contact Information
Mobile. 617.340.2804 Office. 617.526.8290
Email Me
Boston, MA Office
280 Congress Street, Suite 1300
Boston, MA 02210
CFP, AWMA
Brett joined Commonwealth Financial Group in 2019, after working at UBS wealth management in New York City. Brett graduated from Indiana University in 2016, with bachelor’s degrees in Economics and Psychology. Brett has also received the CFP® and AWMA® designations and holds his FINRA series 7 and 66 licenses.
Brett supports the team as an investment advisor and financial planner, working with clients to help secure their financial future. Brett is very involved with Jewish Family and Children’s Services, serving on their CHAI services and Business Advisory Committees as well as teaching a weekly math class to further advocate for people with special needs. Brett lives in Watertown with his husband Scott, and services clients out of our Boston and Needham offices.
Benjamin Taylor | Financial Consultant
Contact Information
Mobile. 781.219.0574 Office. 617.526.9360
Email Me
Boston, MA Office
280 Congress Street, Suite 1300
Boston, MA 02210
AIF
Ben joined Commonwealth Financial Group in 2002 and formalized his partnership with Bob shortly thereafter. He works primarily with families, professionals, and closely held businesses providing integrated financial planning solutions. Having grown up in a 3rd generation family-owned business, Ben is uniquely aware of both the challenges and opportunities many of his clients face. He prides himself in providing sensible, straightforward strategies that accomplish his client’s objectives.
Ben is a graduate of Bentley University (BS in Finance, with a concentration in Business Law) He received the Accredited Investment Fiduciary (AIF) designation and holds his FINRA series 6,7, 63, and 65 licenses. Ben lives in Medfield, MA with his wife Michelle and their 2 sons, Luke & Owen.
Michael Weiner | Investment Advisor Representative
Contact Information
Mobile (call only). 617.312.5115
Email Me
Boston, MA Office
280 Congress Street, Suite 1300
Boston, MA 02210
Mike is a professional financial advisor with the Commonwealth Financial Group. He is an investment advisor representative and licensed insurance agent. He assists these families by creating comprehensive financial plans designed to support the needs of the entire family. He is married to Susan for more than forty years and they currently reside in Medfield and Osterville, MA. Their eldest son, Ben, resides in Washington, DC, and enjoys a successful career and a well-rounded life. Their youngest, Zachary, is 33 years old. He is a young man with developmental delays. Despite the challenges that Zack must face each day, he lives on his own in Brookline with his wife Molly and works every weekday at his job in downtown Boston. Mike previously has served as the treasurer for the Federation for Children with Special Needs after serving for over a decade.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Lavezz Middleton | Financial Planner
Contact Information
Mobile (call only). 815.274.4826
lmiddleton@financialguide.com
280 Congress Street, Suite 1300
Boston, MA 02210
Lavezz is a dedicated financial advisor committed to empowering the minority community toward financial success. A finance graduate from Bucknell University, Lavezz combines a strong educational background with valuable experience as a Division One baseball player, emphasizing teamwork, discipline, and goal setting.
Recognizing the unique challenges faced by the minority community, Lavezz specializes in providing tailored guidance to address specific needs and goals. Passionate about financial education, Lavezz conducts workshops, webinars, and one-on-one consultations to equip clients with the knowledge and tools for informed financial decisions.
Lavezz's mission is to drive the importance of financial planning and collaborating with individuals and families to build a solid financial foundation. Whether navigating retirement savings, education planning, or other financial milestones, Lavezz is dedicated to guiding clients every step of the way.
Beyond his role as a financial advisor, Lavezz finds joy in exploring new destinations and enjoying moments with friends and family. In his free time, he actively participates in various sports leagues, with a particular passion for baseball and his intramural softball league that plays in the Boston Common. Lavezz also enjoys working out and actively goes on runs around the Boston area.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
George Black | Financial Planner
Contact Information
802.397.9495
gblack@financialguide.com
65 Main Street, Suite 201
Burlington, VT 05401
As an industry professional, I am driven by the desire to bring clarity to the uncertainties of our future and help individuals navigate the multitude of options available to them. My passion for assisting people stems from my personal experiences of having to figure things out on my own and the overwhelming confusion that can hinder progress. Overcoming those challenges has fueled my motivation to guide others through their own obstacles with ease.
Choosing to partner with Commonwealth Financial Group was a natural decision for me. After engaging with numerous individuals in the industry, it became evident that CFG's mission to educate and work collaboratively with clients aligns perfectly with my own values. Rather than focusing on a singular aspect, CFG takes a holistic approach, examining all potential options from a comprehensive 35,000-foot view to determine the best course of action for each person's unique circumstances.
My background in real estate, where I spent five years immersed in the home buying and selling process, has provided me with valuable insights into the mindset of individuals involved in such transactions. Recognizing the mental toll it can take, I strive to offer guidance and coordination, understanding that it is often the largest asset someone typically acquires.
Beyond my professional endeavors, I actively engage with my community. I serve on the board of my condo association and am a proud member of the Chittenden County Historic Society. Volunteering for various events, including fundraisers for the Community Health Centers of Burlington, allows me to contribute to causes that positively impact the lives of others. Additionally, I participate in a Corporate Ski Race League at Bolton Valley, fostering teamwork and camaraderie.
Outside of work, you'll find me indulging in my personal interests. I enjoy regular biking sessions, the exhilaration of telemark skiing, and the challenge of solving jigsaw puzzles. As a travel enthusiast, I have spent five years living out of a suitcase during my time in the software industry. A hidden gem I'd recommend is bringing a sandwich to the parking garage roof of BTV for lunch with a stunning view.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Matthew Ward | Financial Planner
Contact Information
Mobile (call only). 508.713.2640 Office. 508.796.5950
matt@forwardfinancialsrv.com
645 Chandler Street
Worcester, MA 01602
Matt is the Vice President of Forward Financial Services, Inc., bringing over five years of experience in the financial services industry. He excels in coordinating and integrating all aspects of his client’s finances, ensuring a comprehensive approach to help meet their needs. With a focus on progressive investment and risk management strategies, Matt demonstrates his passion for comprehensive financial planning.
Prior to building his financial planning practice, Matt earned a bachelor's degree in finance and business from Saint Anselm College. His academic excellence and ability to overcome challenges earned him the prestigious Michael DeLucia Achievement Award while attending Saint Anselm College. Recognized for his achievements, Matt received Rising Leaders recognition from MassMutual within his first 6 months and after his 1st year.
Matt's personal journey and firsthand experience with the impact of a family health crisis have shaped his understanding of the emotional aspects involved in financial planning. After his father suffered a massive stroke during his childhood, he understands firsthand the importance of being properly educated about financial planning strategies and the role education plays in helping to secure future financial independence.
Matt resides in Worcester, MA, and grew up close by in Shrewsbury, MA. In his free time, Matt enjoys spending time with his family and coaching hockey. He is an assistant coach for the JV Hockey Team at Shrewsbury High School and spends time coaching hockey from November-February every winter.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
AJ Lemarier | Financial Planner
Contact Information
Mobile (call only). 603.361.3760 Office. 617.535.3070
AjLemarier@financialguide.com
280 Congress Street, Suite 1300
Boston, MA 02210
As a dedicated financial advisor, I am driven by an experience that highlighted the importance of planning for the future and safeguarding loved ones. During my father's battle with cancer at a young age, my family saw firsthand the impact of having a solid financial strategy in place. Despite his sudden loss of income, our family was able to maintain stability through the disability insurance policy my father had wisely chosen. This experience instilled in me a deep understanding of financial confidence that comes from having financial protection during challenging times.
My passion for helping people stems from recognizing the transformative difference a caring and knowledgeable advisor can make. I firmly believe in taking the time to truly understand everyone’s unique circumstances, and continually evaluating and adapting their financial plans as life evolves. While many financial institutions prioritize sales and transactions, I am committed to building long-term relationships centered on guidance, education, and unwavering support.
Choosing to partner with Commonwealth Financial Group was an easy decision for me. I was captivated by their refreshing approach to the industry. From day one, their core message has been centered on providing genuine assistance. CFG stands out in the financial landscape by dedicating itself to guiding, educating, and coaching clients in their best interests. I am proud to be part of a rapidly expanding team that shares the same mission: helping to secure the financial present and future of as many individuals as possible.
CFG offers a unique value proposition that sets them apart. Their infrastructure enables advisors to deliver a high level of service. Unlike the one-size-fits-all approach commonly seen in other firms, CFG has an entire team solely focused on analyzing each client's situation and creating customized plans that fit their specific needs. They believe in empowering individuals through tailored financial strategies, ensuring they receive the attention and care they deserve.
Outside of my professional pursuits, I am an active participant in my community. I contribute my time and efforts to organizations such as the Knights of Columbus and the Boy Scouts of America. Currently, I am working towards becoming certified to teach the Personal Finance merit badge within my former scout troop. It is my goal to impart valuable financial knowledge to young individuals, as financial literacy is often overlooked in mainstream education. When I'm not working, you can find me immersed in the great outdoors. I have a profound love for traveling and enjoy activities such as camping, hiking, skiing, and kayaking. My fiancé and I embrace the opportunity to participate in races hosted in various national parks, allowing us to appreciate the beauty of nature while challenging ourselves physically.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Jeremy Lindquist | Financial Advisor
Contact Information
Mobile (call only). 603.661.5015 Office. 603.782.3005
jlindquist@financialguide.com
www.skypeakfinancial.com
2955 Pineda Plaza Way, Suite 103
Melbourne, FL 32940
CFBS
Jeremy Lindquist is the owner and CEO of Sky Peak Financial. Several years ago Jeremy identified an underserved segment of the community…Business Owners! Sky Peak Financial is a holistic, team based, fee based financial planning firm where Jeremy and his team work closely with each client to identify opportunities to enhance the economic efficiency of their business and personal finances in pursuit of greater wealth. Sky Peak Financial offers the intellectual capital needed to empower people to make optimal financial decisions on their own behalf. Sky Peak Financial offers comprehensive business and personal financial planning, business contingency planning, business exit strategy, employee benefits and retention strategies, group and individual retirement planning, private wealth management solutions, private banking opportunities, trust services, protection products and more.
Jeremy is an ambassador and the Champion Sponsor for the Small Business Council for the MRC, a fixture at the Good Morning Space Coast Breakfasts an advocate and partner with Family Promise of Brevard. He is a true believer that as Entrepreneurs living and thriving in this amazing community, we all have a responsibility to bring our very best to those we serve and to others looking to do the same!
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
John L Rosenheim | Financial Advisor
Contact Information
Mobile (call only). 508.878.9176 (MA)
Mobile (call only). 561.691.1380 (FL)
jrosenheim@financialguide.com
280 Congress Street, Suite 1300
Boston, MA 02210
CLU, ChFC, CLTC, LIA
Integrity matters every day
John Rosenheim is a classically educated financial advisor with an Economics degree from Tufts University and more than 45 years of experience in the insurance and planning field. Throughout his impressive tenure as a Financial Advisor, he has seen and adapted to enormous changes in the industry and the world. But his commitment to his clients has remained the same, providing the best service to his clients.
In that vein, John has helped generations of families and business owners at all stages of their lives and business development. He has the skill and experience to help people and businesses just starting out lay down a strong foundation for their financial future. Once things are established, he offers simple review or full audits to make sure plans made early on still apply after years of change. Then as it becomes time to pass on the torch John is also very skillful at helping people and businesses transition to the next phases of life.
John has significant experience as a claims advocate for those times when insurance is no longer a “just in case” matter and the benefits now need to be used. He is also very skilled at helping clients as they near retirement create a distribution strategy that will help maximize the client’s income. John is also an avid longevity planner- with a family history of extreme longevity he has seen firsthand the benefits and challenges of living a very long time.
John works collaboratively with CFG’s planning specialists and his clients’ other professional advisors, including attorneys, investors, and CPAs, to manage the design and implementation of a clear, comprehensive wealth plan.
When John is not helping his clients, he enjoys playing golf and tennis with his lovely wife Fran and son Harris, doing charitable fundraising, traveling, and listening to Rock and Roll.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Jonathan Preston | Financial Planner
Contact Information
Mobile (call only). 978.697.7692
jpreston@financialguide.com
197 First Avenue, Suite 250
Needham, MA 02494
CFP®
Jon spent the first 20 years of his career helping Fortune 500 Companies tell their stories. Through market research, consumer feedback, and social media engagement, Jon’s helped some of the country’s most trusted brands better understand their customer’s needs, and in turn, address those needs with personalized solutions.
Jon’s time at Fidelity Investments ignited a passion for finance and ultimately began his transition to financial planning. At MassMutual, he focused his attention on the complex needs of small business owners. It was at MassMutual that Jon started his journey to become a CFP® Professional. After earning his credentials, he chose to partner with Commonwealth Financial Group due to their extraordinary reputation for financial guidance, and their best-in-class technology solutions.
Every family, every individual and every business owner has a unique story to tell. As a trusted advisor, Jon helps his clients feel more confident in their financial story, and together find a path to their own “happily ever after”.
Jon graduated from Skidmore College with a degree in Business-Economics. He holds his Series 7 and Series 63 licenses, as well as licenses for Life, Health and Accident insurance. He earned his Certified Financial Planning Professional designation after attending Bryant University's Boston Institute of Finance. When not helping clients, Jon spends his free time coaching youth sports and maintaining his ever-growing garden. He lives in Westborough, MA with his wife, son and daughter.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
James Towne | Financial Planner
Contact Information
Mobile. 413.216.4804 Office. 603.921.7000
jtowne@financialguide.com
65 Main Street, Suite 201
Burlington, VT 05401
CFP®
James Towne is a financial planner in Stowe, Vermont. He has a passion for economics and channeled this into a career where he could help people in his community. He chose to partner with Commonwealth Financial Group in order to make use of the resources of a respected firm to improve his client's outcomes. His unique value proposition is helping people get their financial lives in order using risk mitigation and ongoing planning.
In addition to his professional work, James is actively involved in his community. He volunteers with Stowe Vibrancy and the Stowe Free Library and is passionate about helping others. Outside of work, James loves to spend time with his wife, Liana, and son, James. He is an avid snowboarder, hiker, and golfer, and enjoys taking his two dogs with him on his adventures.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Joseph Altobello | Financial Planner
Contact Information
Mobile. 603.255.5910 Office. 603.471.4342
jaltobello@financialguide.com
43 Constitution Drive, Suite 201
Bedford, NH 03110
MBA
Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
I grew up in suburban Chicago, Illinois and moved to Tempe, Arizona in 1983 where I attended college at Arizona State University, earning my Bachelor of Science in Economics in 1988 and my MBA in Finance in 1995. My career in Financial Services began in April of 1993 with The Guardian, and I made the change to Massachusetts Mutual Life Insurance Company (MassMutual) in March of 2001.
In 2012, I was honored to receive the Five Star Wealth Manager Award. The Five Star Wealth Manager award program is the largest and most widely published award program in the financial services industry. The award is based on a rigorous, multifaceted research methodology which incorporates input from peers and firm leaders along with client retention rates, industry experience and a thorough regulatory history review.
This profession has been very rewarding, and I look forward to many more years serving the financial needs of my clients, current and new.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
John Micavich | Financial Planner
Contact Information
Mobile. 603.691.3129 Office. 603.471.4327
jmicavich@financialguide.com
43 Constitution Drive, Suite 201
Bedford, NH 03110
John started with MetLife back in 1993 after graduating from Bentley University. He later joined CFG because of their tools, resources, staffing, and intellectual capacity to help anyone achieve their financial goals and objectives, no matter their stage in life. John credits CFG with strong integrity and their focus on providing the best client experience possible.
John was drawn into this industry because of the ability to help people in navigating the complex world of insurance, investments, and financial planning. He preaches the need for sound advice in an informationally overloaded industry, and it is his passion to work diligently with his clients to give the best service possible for their diverse financial situations.
John recognizes the amount of financial “noise” that is out there and wants to make sure his clients are aware that it’s not always what you should do that’s important, it’s also avoiding what not to do. Helping people to make wise financial decisions elevates his passion for his work, and helps his clients paint a better roadmap for their finances.
John is married to his wife Marcela, and they have three beautiful children. He enjoys sports (avid Boston fan), history, being outdoors, and loves playing golf when he finds the time to do so.
"If you see someone without a smile, give them yours".
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
David Rubin | Financial Planner
Contact Information
Mobile (call only). 917.319.2797
DavidRubin@financialguide.com
280 Congress Street, Suite 1300
Boston, MA 02210
MBA
David Rubin is a highly respected Professional Financial Planner serving the New England area. After graduating from Stanford University with a BA in Economics, he attended Columbia Business School where he obtained an MBA in Finance. He is passionate about building trust-based relationships and helping clients Protect and Preserve their wealth.
Through David’s partnership with Commonwealth Financial Group, he specializes in helping Health Care Professionals and Biotech Executives protect and preserve their wealth through customized Investment and Estate Planning Strategies.
At Commonwealth Financial Group, David has a team of experts that help his clients achieve financial peace of mind. Our Trust-Worthy Investment & Estate Planning Process allows you to:
Organize your financial life by creating a Holistic Financial Plan
Save time and energy by outsourcing responsibilities to a team of industry experts
Leverage our Financial Planning Software to identify and optimize your retirement and legacy goals
Reduce taxes with tax-efficient investment strategies such as municipal bonds and the use of Trusts in your Estate Plan
Gain access to world-class Investment Managers not available to the public through our cutting-edge investment platform
Be confident knowing that your Investment Plan and your Estate Plan are functioning in unison
Get Expert Advice from the comfort of your home through Virtual Zoom appointments
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Jack Priebe | Business & Financial Planner
Contact Information
Mobile (call only). 617.869.9401
jpriebe@financialguide.com
280 Congress Street, Suite 1300
Boston, MA 02210
Jack has been specializing in Advanced, Business, & Financial Planning concepts since joining Commonwealth Financial Group in 2005. He has 20 years of experience in collaborating with Individuals & Business Owners nationally from a variety of business sizes and industries.
Jack leads Commonwealth Financial Group’s Advanced and Business Planning Team that focuses on a variety of services including Business Owner Exit/Succession, Growth, & Protection Strategies; non-certified Business Valuations; Group & Key Employee Benefits; College Education Strategies; Income Tax Review; Estate Reduction Strategies; and Risk Management Review & Strategies*. The team’s ultimate goal is to provide our clients with a comprehensive plan that fully integrates business, financial, income tax, and estate planning**.
Jack holds a bachelor’s degree in Applied Mathematics from the University of Michigan. In addition, he holds the CFP® designation and graduate certificates in Financial Planning from Boston University and Business Succession Planning from the American College.
*Estate Planning and tax services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.
**Our valuations are used for the sole purpose of giving our client a fair and unbiased assessment of where the business stands and how they relates to their financial strategy. They are not intended for tax or potential selling purposes.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Dan Murphy, CFP®, RICP® | Financial Planner
Contact Information
Mobile. 617.295.7626 Office. 617.526.9359
danielmurphy@financialguide.com
LinkedIn
280 Congress Street, Suite 1300
Boston, MA 02210
After graduating from Bentley University in 2012, Dan developed a passion for helping others with their retirement and investment planning. This passion led him to pursue a career in financial planning, and he has quickly progressed from a Planning Analyst to a Director, Vice President, and now Head of Wealth Strategy at CFG.
With 10+ years of experience, 10,000+ financial plans, and over 10,000 hours of research and learning, Dan is a subject matter expert in the field. As a CERTIFIED FINANCIAL PLANNER™ (CFP®) and Retirement Income Certified Professional (RICP®), Dan’s mission is to help clients achieve their goals through an ongoing, dynamic process that centers on values, behavior, and the coordination of investment, risk management, tax, and estate planning strategies. Additionally, he works with other trusted advisors such as attorneys, accountants, and family members to ensure that his clients make sound financial decisions for their future.
With a commitment to excellence and an eye for innovation, Dan continues to grow and expand his practice to meet the dynamic needs of his clients. He remains up-to-date on the ever-changing financial planning landscape and provides his clients with the latest knowledge and resources to make informed decisions. Dan remains passionate about helping families achieve their goals and dreams and is dedicated to providing the highest quality of service to ensure his clients reach their financial potential.
Originally from Long Island, Dan and his family now reside in Boston, where he enjoys spending time with his wife, Nicole, their daughters, Camille and Margot, and their dog, Mac. In his free time, Dan loves reading, playing sports, taking beach trips, and of course, sinking a long putt (though that's rare).
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Daniel Krall | Financial Planner
Contact Information
Mobile (call only). 978.578.2769
dkrall@financialguide.com
280 Congress Street, Suite 1300
Boston, MA 02210
Dan was born and raised in Beverly, MA, in a Hispanic, business-owning household where he was first exposed to the prosperity of business through years of dedication and financial guidance. Dan later graduated from Boston College in 2017 with a degree in Finance and Economics from the Carroll School of Management.
Upon graduating, Dan has thrived in a variety of settings in the financial services industry by creating collaborative approaches to help identify customer problems and create customized reporting and solutions to counter those issues.
Dan has chosen a career in financial planning with the goal of positively impacting his friends, family and community by creating a gameplan that is tailored to their version of financial success through all walks of life. His holistic approach focuses on increasing the level of financial literacy by providing innovative but precise solutions for each of his clients, while ensuring that all financial decisions are made with their best interests in mind.
Outside of the office, Dan resides in South Boston in his newly purchased condominium. Dan’s hobbies consist of outdoor activities such as golf, basketball, running, and hiking, as well as extensive travel and reading.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Janine Bouchard | Financial Planner
Contact Information Mobile. 617.231.9514
Office. 781.374.7447
jbouchard@financialguide.com
25 Recreation Park Drive, Suite 106 Hingham, MA 02110
CLTC, CFBS
Janine has been in the financial planning industry for 27 years, 16 of them with Commonwealth Financial Group (CFG). Through her impressive tenure as a Financial Planner, Janine has seen everything including industry changes and evolving financial needs. However, her commitment has remained consistent, providing the best service to her clients.
Janine’s dedication to planning first began as a young teenager when her father helped her invest early and plan a strategy around it. She credits her father with instilling her passion for helping others to achieve their financial dreams and desires. Janine understood at an early age the importance of planning because a goal without a plan is just a wish.
Recognizing that today’s families and business owners face a unique set of challenges, Janine is passionate about helping them grow and preserve their wealth while managing their financial lives.
Janine works collaboratively with CFG’s planning specialists and her clients’ other professional advisors, including attorneys and CPAs, to manage the design and implementation of a clear, comprehensive plan.
Janine received her undergraduate degree from Cornell University and completed her master’s program at the American College as a Certified Family Business Specialist (CFBS). In her spare time, Janine enjoys playing golf and traveling. She’s also very prideful in the nonprofit she started in 2004 called People Like Us (PLU), which works closely with families affected by breast cancer.
CA Insurance License #: 0D14529
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Andrew Howrigan | Financial Planner
Contact Information
Mobile. 857.226.8627 Office. 802.557.6584
AHowrigan@financialguide.com
65 Main Street, Suite 201
Burlington, VT 05401
Andrew Howrigan, often known as Drew, is a Financial Planner at Commonwealth Financial Group, attended the University of Vermont, and is a 4th generation Vermonter.
Drew’s passion for excellence and leadership began playing on football, hockey, and baseball teams from a young age. An insatiable work ethic was also developed as a strong core value growing up in a large dairy farming and maple sugaring family, with over 50 first cousins!
After attending the University of Vermont for Civil Engineering, Drew found that his passion was in working with people, and began working in Sales in the wireless industry, at Verizon. It was there that Drew found and developed communication and leadership skills to help build and train a team of over 40 people to be the most elite version of themselves, but it left him wanting to make more of an impact on others.
After a tragic life event in which a close family member became ill and passed away, Drew met with a financial planner for the first time and instantly became fascinated and interested in the financial services industry.
Years later, Drew has established himself working with a wide variety of clients, including healthcare, sales, laborers, and military members, helping them become more educated and efficient financially. Drew specializes in working with dynamic, high-performing professionals, entrepreneurs, and business owners all over the country. Having spent the past 8+ years in a professional environment while coming from a farmland background, gives Drew a unique ability to connect the dots between the blue-collar and white-collar world.
Drew takes a unique and proactive approach that is process-driven and allows him to create a relationship with his clients. In this relationship, he is not only educating them to make more empowered financial decisions but also acts as an advocate for clients when working with other professionals. Such as accountants, lawyers, mortgage brokers, and credit specialists to ensure ALL financial decisions are made with your goals and financial best interests in mind.
Constant improvement, education, and a diligent morning routine are cornerstones of Drew’s success. He is a part of Apex Entourage, a community that allows him to be constantly learning from others and filling his cup to be able to pour more into his clients. Drew enjoys clients becoming friends and being a confidant through the ups and downs of life.
Drew lives in South Burlington, VT and enjoys socializing and staying active, working out in the gym, getting outside to enjoy the many local bike paths, boating on the lake, and hiking or skiing in the beautiful mountains of Vermont.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.
Michael Naughton | Financial Planner
Contact Information
781.412.1074
mnaughton@financialguide.com
197 First Ave, Suite 250
Needham, MA 02494
Michael graduated from Norwich University in May 2006 on a path to becoming a firefighter. Michael worked as a fire alarm operator and paramedic before being hired in 2013 as a firefighter in the Town of Lexington, where he still works currently. Michael continued his education by obtaining another bachelor’s degree and a master’s degree from Anna Maria College.
Michael transitioned into a career in the financial services industry in 2022 to continue the mission of helping people. One of the biggest influences on the decision was the ability to continue to work as a firefighter and help the community, while also being able to help fellow first responders with their financial future. Michael specializes in working with first responders, veterans, and members of the healthcare industry.
Michael resides in the Merrimack Valley of Massachusetts with his wife, Liz, and their two children, Rori and Kenna. When Michael is not at softball, soccer, dance, or gymnastics with his girls, he enjoys golfing, skiing, and fishing.
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Evan Allaire | Financial Planner
Contact Information
Mobile (call only). 413.262.3120
eallaire@financialguide.com
280 Congress Street, Suite 1300
Boston, MA 02210
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Evan combines leadership, strategic thinking, and a passion for helping others in his work at Commonwealth Financial Group. Before entering the financial industry, he spent over a decade in the culinary world, leading high-performing teams as a chef. His time in the kitchen taught him how to manage complex operations, mentor others, and deliver exceptional results—skills he now brings to his work in wealth management.
Since joining Commonwealth Financial Group in 2022, Evan has focused on building strong relationships and creating personalized financial strategies for his clients. He’s dedicated to helping individuals, families, and business owners grow their assets, preserve wealth, and build long lasting legacies.
Evan takes pride in designing tailored financial roadmaps that align with his clients’ unique goals, whether that’s creating multigenerational plans or navigating the complexities of business ownership. His approach is grounded in thoughtful planning and a genuine desire to make a lasting impact.
Evan lives in central Massachusetts with his wife, Nancy. When he’s not working, you can find him exploring music, enjoying time with family and friends, or sharpening his skills at the pool table and chessboard.
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Shane Norris | Financial Planner
Contact Information
Mobile (call only). 802.598.2970
shanenorris@financialguide.com
65 Main Street, Suite 201
Burlington, VT 05401
Shane grew up in Burlington, VT, and earned a degree in Business Management from Keene State College in 2013.
With a strong background in business-to-business services, Shane built his career on solving customer challenges with personalized solutions. Today, he channels that same dedication into helping to improve lives through financial planning.
Shane’s passion for financial services stems from his desire to make a positive impact on the lives of his friends, family, and the community he calls home. He takes a holistic approach to planning, emphasizing financial literacy as a cornerstone to help clients achieve financial independence. By collaborating with other key professionals in his clients’ lives, Shane works to ensure financial decisions align with their unique goals and best interests.
At home in South Burlington, Shane enjoys hosting gatherings with his fiancée, Abbie, their daughter, Talia, and their dog, Oakley. In his free time, he loves cooking, golfing, and exploring new destinations with family and friends.
Questions? Let’s Chat.
Feel free to reach out with any questions about our services or if you just want to send a personal note.