Professional Advisors
Members of our Professional Advisors Board are selected for their accomplishments and reputation in one or more of the following professions: CPA, elder law attorney, estate planning attorney and financial advisor.
We are proud to have the following professionals serve on this Board:
Certified Public Accountants
| Beth deSousa, CPA | Moriarty & Primack |
| David Kalicka, CPA | Meyers Brothers Kalicka |
| Jay O’Brien, CPA | President, J.M. O’Brien & Company |
Estate Planning Attorneys
| Brenda Doherty, J.D., LL.M. | Doherty, Wallace, Pillsbury & Murphy |
| M. Trant Campbell, Esq. | Annino, Draper & Moore |
| Hyman Darling, Esq. | Bacon & Wilson |
| John Discenza, Esq. | Martinelli & Discenza |
| Michele Feinstein, Esq. | Shatz, Schwartz & Fentin |
| John Ferriter, Esq. | Ferriter & Ferriter |
| William Hart, J.D. | Bulkley, Richardson & Gelinas |
| Todd Ratner, MBA, J.D. | Bacon Wilson |
| Elizabeth Sillin, J.D. | Bulkley, Richardson and Gelinas |
| Michael Simolo, Esq. | Robinson Donovan |
| David Webber, J.D. | Shatz, Schwartz & Fentin |
| Ron Weiss, J.D. | Bulkley, Richardson and Gelinas |
Elder Law Attorneys
| Gina Barry, J.D. | Bacon Wilson |
| David G. Carlson, J.D. | Law Office of David Carlson |
| Carol Cloe Klyman, JD | Attorney, Shatz, Schwartz & Fentin |
| Karen Jackson, J.D. | Jackson & Torrone |
| Sue Mielnikowski, Esq. | Cooley & Shrair |
| John L. Roberts | Attorney, The Law Office of John L. Roberts |
Financial Advisors
| Manny Andrade | Senior VP, Bank of Western Massachusetts |
| Tom Barney, CFP | Financial Advisor Heapy Trust Group/Heapy Investments |
| Christopher Borowiec | Senior VP, Market Executive U.S. Trust |
| Frank Carrazza, Jr.,CFP, CLU, ChFC | VP, Director of Financial Planning, St. Germain Investments |
| Michael J. DeMaria III | VP, Senior Wealth Management Officer, People’s United Bank |
| John Frost | VP and Sr. Portfolio Manager People's United Bank |
| Donald Giguere, CPA | Registered Representative Investors Capital |
| Timberly V. Grout, CTFA | VP, Wealth Management Officer, People's United Bank |
| Sam Hanmer | President, FieldEddy Insurance |
| Rob Humberston | VP & Senior Investment Officer, Berkshire Bank |
| Kate Kane | Managing Director, Northwestern Mutual |
| R.G. "Pete" Ledoux, CFP | President, Ledoux Investment & Retirement Solutions |
| David Lusteg, CFP | VP, Senior Resident Director, Merrill Lynch |
| Paul Marchese | Senior VP, St. Germain Investments |
| Jeffrey Roman | Senior VP, Private Client Manager, U.S. Trust |
| Erik Skar | Financial Services Professional, MassMutual |
| James Spinelli, CLU, ChFC | Northwestern Mutual |
| Ned Steiger, CFA, CPA | Vice President, Trust Company of CT/First Niagra Bank |
| William Steplar | Financial Advisor, AspenCross |
| Walter Woodgett | Financial Advisor, B&L Financial Architects/OneAmerica |
