Meet the advisors
Ed Quinn
Senior Partner & Financial Advisor
MBA
Zach Banas
Partner & Financial Planner
practice managers
Melissa Silva
Meghan DiScuillo (Intern)
Melissa Silva
Chris DiFazio
Meghan DiScuillo (Intern)
Melissa Silva
Meghan DiScuillo (Intern)
Meghan DiScuillo (Intern)
Meghan DiScuillo (Intern)
Dan Murphy, CFP, RICP
Dan Murphy, CFP, RICP
Dan Murphy, CFP, RICP
Dan oversees the firm’s Wealth Strategy team at Commonwealth Financial Group, ensuring that advisors have access to specialists to help deliver the highest level of service in advanced planning, estate planning, and investment strategies. Dan’s leadership ensures both advisors and clients benefit from an active process designed with ongo
Dan oversees the firm’s Wealth Strategy team at Commonwealth Financial Group, ensuring that advisors have access to specialists to help deliver the highest level of service in advanced planning, estate planning, and investment strategies. Dan’s leadership ensures both advisors and clients benefit from an active process designed with ongoing experiences and support.
His journey in financial planning began after graduating from Bentley University in 2012, driven by a passion for helping others. Actively engaged in the Financial Planning Association (FPA), Dan holds prestigious designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®) and Retirement Income Certified Professional (RICP®). His credentials also include Series 7, 66, 24, and various state LAH licenses.
Andrew Gordon
Dan Murphy, CFP, RICP
Dan Murphy, CFP, RICP
As Advanced Planning Strategist at Commonwealth Financial Group, Andrew works directly with advisors for analysis and design of Advanced Planning cases in the Business High Net-Worth, Estate Planning, and Personal High Net-Worth Markets. Andrew brings a creative thought process to opportunities, helping clients and advisors acknowledge
As Advanced Planning Strategist at Commonwealth Financial Group, Andrew works directly with advisors for analysis and design of Advanced Planning cases in the Business High Net-Worth, Estate Planning, and Personal High Net-Worth Markets. Andrew brings a creative thought process to opportunities, helping clients and advisors acknowledge and address various planning opportunities.
His approach focuses on pairing timely concepts and unique funding ideas to specific client situations with an emphasis on future flexibility. Before joining Commonwealth Financial Group, Andrew spent 10 years at First American Insurance Underwriters, a full-service Brokerage General Agency in the Boston Area. As a Senior Case Design Specialist, he worked with top national insurance producers from a multi-carrier design standpoint.
Chelsea Brochu, J.D.
Dan Murphy, CFP, RICP
Chelsea Brochu, J.D.
As an Estate Planning Strategist at Commonwealth Financial Group, Chelsea focuses on meeting the needs of affluent families in the private banking and wealth management space. Previously, she served as a Senior Client Experience Manager at Key Private Bank in Connecticut, where she was responsible for the overall delivery of plans for hig
As an Estate Planning Strategist at Commonwealth Financial Group, Chelsea focuses on meeting the needs of affluent families in the private banking and wealth management space. Previously, she served as a Senior Client Experience Manager at Key Private Bank in Connecticut, where she was responsible for the overall delivery of plans for high-net-worth clients across a team of investment, fiduciary, and planning strategists.
Chelsea’s holistic approach centers on the client, ensuring efficiency both during and after the client’s lifetime, with a special focus on preserving peaceful familial relationships throughout the process.
She is a graduate of the University of Vermont and the Western New England University School of Law.
Bobbi Rebisz, CLF
Bobbi Rebisz, CLF
Bobbi Rebisz, CLF
As Head of Advisor Growth at CFG, Bobbi is responsible for driving the development strategy to increase advisor productivity via coaching and consulting. Her coaching in key areas of practice management includes developing vision and goals, identifying growth opportunities, defining roles and responsibilities, emphasizing the value of s
As Head of Advisor Growth at CFG, Bobbi is responsible for driving the development strategy to increase advisor productivity via coaching and consulting. Her coaching in key areas of practice management includes developing vision and goals, identifying growth opportunities, defining roles and responsibilities, emphasizing the value of segmentation and the client experience, and financial management. Bobbi also helps advisors plan for succession and the continuity of the business.
Sarah Hayes
Bobbi Rebisz, CLF
Bobbi Rebisz, CLF
Sarah heads CFG's design center, a collection of analysts who aid advisors in the construction of financial plans, revision of statements & data, calculations and compliance.
Todd Seresky
Bobbi Rebisz, CLF
Todd Seresky
Todd works as an Investment Consultant & annuity specialist. Todd partners with our advisors, investment managers & external partners to help understand the ever-changing investment landscape and identify potential solutions with market-based and fixed solutions.
Todd maintains his MBA from Babson College, Series 7, Series 63, Massachuset
Todd works as an Investment Consultant & annuity specialist. Todd partners with our advisors, investment managers & external partners to help understand the ever-changing investment landscape and identify potential solutions with market-based and fixed solutions.
Todd maintains his MBA from Babson College, Series 7, Series 63, Massachusetts life and health licenses and is currently undergoing the rigorous CFA examination preparations.