Meet the advisors
Ed Quinn
Senior Partner & Financial Advisor
MBA
Zach Banas
Partner & Financial Planner
practice managers
Kathy Kaczor
Chris DiFazio
Chris DiFazio
Chris DiFazio
Chris DiFazio
Chris DiFazio
INTERNAL RESOURCES*
Dan Murphy
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
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
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
Bobbi helps the team develop a strategy and vision focused on our fundamental values of Trust, Partnership, Excellence, and Independence.
Her expertise involves practice management consulting, business development and marketing. Bobbi worked for a fortune 100 insurance company leading Team strategy before making the switch to CFG
She maintains her CERTIFIED LEADERSHIP FELLOW (CLF) designation and is KOLBE, DISC AND EQ Specialist certified.
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 Series 7, Series 63, Massachusetts life and health licenses and is currently an MBA candidate.
Karen Pearl
Karen serves as the Director of Agency Supervision helping ensure adherence to the rules and regulations set by the state and federal regulators, as well the Broker/Dealer. Karen maintains her FINRA 7, 24, 53, 63 & 65 registrations as well as her Life, Health and Variable licenses for insurance.
She also maintains the ChFC(R) (Chartered Financial Consultant), CLU (Chartered Life Underwriter) and CFS (Certified Fund Specialist) and is a member of the Financial Planning Association.
John Micavich
John heads our shared services new business intake group of administrative experts, the 'team behind the scenes,' who help develop and manage paperwork and certain client contact steps.
He and his team bring a wealth of knowledge in our ever-changing regulatory landscape to stay a step ahead & ensure speedy turnaround times for our clients when adding to or adjusting their financial plans.
Any discussion of taxes is for general information purposes only, does not purport to be complete or cover every situation, and should not be construed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate. Estate Planning 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. Commonwealth Financial Group/Generational Planning Team does not provide qualified business valuations. For a qualified or certified business valuation, consult a properly credentialed appraiser. Some health insurance products offered by unaffiliated insurers.
Generational Planning Team is a formal team within Commonwealth Financial Group and is able to take advantage of the resources provided through this collaboration.
Check the background of your financial professional on FINRA's BrokerCheck. | View our Form CRS here.
Securities, investment advisory services, and financial planning are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory office: 280 Congress Street, Suite 1300, Boston, MA 02210, United States. Tel: 617-439-4389. CRN202610-4948332.
Advisors licensed to sell insurance in the following jurisdictions: AL, CO, CT, DC, FL, GA, IL, MA, MD, ME, MI, MN, NH, NJ, NM, NY, OH, PA, RI, SC, TX, VA, VT
Advisors licensed to sell securities in the following jurisdictions: AL, CO, CT, DC, FL, GA, IL, MA, MD, ME, MI, MN, NH, NJ, NM, NY, OH, PA, RI, SC, TX, VA, VT
Copyright Generational Planning Team 2023 - All Rights Reserved
Powered by GoDaddy
This website uses cookies.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.