Meet Our Team
Our team of tight-knit, seasoned professionals leverages distinct backgrounds, credentials, and experience to build solid, customized plans and portfolios to help preserve and grow your capital. This 360° perspective and expertise offer the insight, resources, and responsiveness to take care of your financial needs at every life stage.
Leadership Team
David Borden
Managing Partner, Financial Consultant
As CCR Wealth’s Managing Partner, David Borden has led CCR’s growth from a two-person firm to a full-service wealth advisory team with $3 Billion AUA as of 10/25/24.
Mark Palmerino, AIF®
Partner, Financial Consultant
Mark Palmerino is a Partner and Financial Consultant, and is a trusted advisor to both high-net-worth families and the firm’s largest institutional clients.
Jonathan Albano, CFP®
Partner, Financial Planner
As a Partner and Financial Planner, Jonathan Albano works with clients to assess their evolving needs and goals, building the ideal CCR team to meet – and surpass – those objectives.
Amanda Hopkins, MBA
Partner, Chief Operating Officer
Amanda Hopkins is CCR’s Chief Operating Officer, handling the marketing communications, information technology, and day-to-day business operations for the firm.
Michael Rousseau, CFP®
Partner, Financial Consultant
A Certified Financial Planner® professional and Investment Advisor Representative, Michael has comprehensive financial planning experience, and works with CCR clients to create customized financial plans.
Richard Moore Jr., CPFA, C(k)P®, AIF®
Partner, Financial Consultant
Richard Moore is a Financial Consultant who analyzes retirement options for corporate clients and assists with the selection of the best possible plans for each business owner.
John Maher, CFA
Partner, Chief Investment Officer, Financial Consultant
John Maher is the Chief Investment Officer for CCR, working with both individual clients and CCR Advisors to communicate and execute investment strategies that focus on seeking optimum risk-adjusted returns.
Financial Consultants
Integration of all aspects of client finances | Portfolio Reviews | Annual Financial Plan Review
Dean M. Aita, CFP®
Financial Consultant
Dean Aita is one of CCRWM’s Financial Consultants, as well as being the lead of the firm’s Insurance Team. Having joined CCR in 2021, Dean brings more than 30 years of experience in financial services.
Jonathan Albano, CFP®
Partner, Financial Planner
Jon Albano is a Financial Planner, working with clients to assess their evolving needs and goals and build the ideal team to meet – and surpass – those objectives.
Andrew Bonetti, CFP®, MBA
Financial Consultant
Andrew Bonetti is a Financial Consultant who works with clients in personally implementing and coordinating all aspects of their business and personal financial plans.
David Borden
Managing Partner, Financial Consultant
As CCR Wealth’s Managing Partner, David Borden has led CCR’s growth from a two-person firm to a full-service wealth advisory team with $3 Billion AUA as of 10/25/24.
Laura Brunetti, CFP®
Financial Consultant
Laura Brunetti is a Financial Consultant with three decades of experience in the financial industry. She takes a thorough, personalized approach to her work, and is particularly passionate about helping women achieve their financial goals at any stage of life.
Justin Giuliano, CFP®
Financial Consultant
Justin is a Certified Financial Planner® who guides CCR clients with all aspects of their financial life. His focus is helping clients make smarter planning and investment choices that align with both their financial and personal values.
Brad Konopaske
Financial Consultant
Brad Konopaske is a Financial Consultant with CCR. Brad is widely regarded as a skilled and knowledgeable advisor who helps clients pursue their financial goals while adapting to their changing lifestyle needs.
Patrick Madison
Financial Consultant
Patrick Madison is a highly experienced Financial Consultant with CCR, bringing more than 22 years of expertise in the financial services industry. His primary focus is providing comprehensive financial oversight and guidance to his clients.
Davis Moeckel
Financial Consultant
Davis Moeckel is a Financial Consultant who enjoys creating strategies with clients to help them achieve their financial goals. Davis holds a Series 7, 63, and 65 securities registrations, and Life, Accident and Health insurance licenses.
Mark Palmerino, AIF®
Partner, Financial Consultant
As a Partner and Financial Consultant, Mark Palmerino is a trusted advisor to both high-net-worth families and the firm’s largest institutional clients. Having joined CCR in 2003, Mark was instrumental in developing the client service model currently in use at the firm.
Vincenzo Palmerino, CFP®
Financial Consultant
Vincenzo Palmerino is a Certified Financial Planner® and Financial Consultant who utilizes his experience in portfolio management and the hedge fund space to develop sophisticated financial plans for CCR’s clients. He is a member of the Financial Planning Committee.
Paul Paska
Financial Consultant
Paul Paska is a Financial Consultant and financial services industry veteran with nearly 40 years of experience, striving to simplify the complexities of financial organization, investing, and insurance strategies for his clients.
Zach Pidgeon, CFP®
Financial Consultant
Zach Pidgeon is a Financial Consultant and Certified Financial Planner®, focusing on helping families within the Athletics field pursue financial wellness and achieve their desired goals and needs. Zach holds Series 7, 6, 63, and 65 securities registrations.
Johnny Woodruff
Financial Consultant
Johnny Woodruff is a Financial Consultant based in our Missouri office, where he works with our internal financial planning and investment management teams to ensure that our clients’ goals are coordinated as a unified and comprehensive plan.
Michael Rousseau, CFP®
Partner, Financial Consultant
Michael Rousseau is a A Certified Financial Planner® and Investment Advisor Representative. He has comprehensive financial planning experience and works with clients to create customized financial plans.
Brian Thomas
Financial Consultant
Brian Thomas is a Financial Consultant. He maintains his Series 7, 66, and 24 securities registrations, as well as his Life, Accident, and Health insurance licenses in the state of MA, along with several other states where clients conduct business.
Steven Tillona, CPA, CWS®, AIF
Financial Consultant
Steven Tillona is a Financial Consultant with nearly 40 years of investment and business experience. Steven takes pride in helping CCR's clients plan their futures with confidence and security.
Christa Daniels
Operations Manager
Christa is our Operations Manager and Executive Assistant to our Chief Operating Officer. Christa focuses on internal project management and ensures that the entire firm and its multiple offices are running smoothly.
Amanda Hopkins, MBA
Partner, Chief Operating Officer
Amanda Hopkins is CCR’s Chief Operating Officer, handling the marketing communications, information technology, and day-to-day business operations for the firm.
Jayadevi Singh
Marketing Generalist
Devi Singh is a Marketing Generalist responsible for the digital presence of CCR. She handles the day-to-day management of campaigns to ensure brand consistency and creates relevant and timely content for distribution, including videos and client whitepapers.
Eric Fernandes, CIMA®
Investment Associate
Eric Fernandes is an Investment Associate, bringing his analytical finance and investment experience to the portfolio review committee.
Shiqi (Chloe) Gu, CFA
Senior Investment Consultant
Shiqi (Chloe) Gu works with CCR clients as a Senior Investment Consultant. Her finance degrees and international background guide her work on portfolio modeling and monitoring, investment screening, and client communications.
Drew Girouard
Investment Assistant
Andrew Girouard is an Investment Assistant who holds his SIE, Series 7, Series 66, and is a CFA Level 3 candidate. Drew also serves on the portfolio review committee, playing a vital role in analyzing investment portfolios.
John Maher, CFA
Partner, Chief Investment Officer, Financial Consultant
John Maher is the Chief Investment Officer for CCR, working with both individual clients and CCR Advisors to communicate and execute investment strategies that focus on seeking optimum risk-adjusted returns.
Danielle Drew, CFP®, CSLP®
Financial Planner
Danielle Drew is a Financial Planner, responsible for gathering and analyzing information to develop and monitor comprehensive financial plans for clients.
Amanda Hancock, CFP® CLU® FPQP
Financial Planner
Amanda Hancock is a Financial Planner who analyzes information to develop and monitor CCR clients’ financial plans. She is responsible for aggregating client accounts to form a comprehensive analysis.
Brian Kennedy, CFP®
Financial Planner
Brian Kennedy is a Financial Planner with CCR. In this role, he gathers, organizes, and analyzes client data to develop financial plans. He holds Series 7, 66, 24, and 53 Securities Registrations.
Jonathan Lilja, ESQ., CFP®
Financial Planner
Jonathan Lilja is a Financial Planner who uses his prior experience with taxation issues and estate planning to assist clients with complex financial planning issues.
Susan Durkin
Insurance Specialist
Susan Durkin is an Insurance Specialist whose focus is on the individual insurance needs of our clients. Her specialty is Medicare and pre-65 health coverage, in addition to long-term care, disability, and life insurance.
Tina Hallenbeck
Senior Employee Benefits Consultant
Tina Hallenbeck is a Senior Employee Benefits Consultant at CCR. She works with prospective clients to determine their insurance needs and maintains the firm’s existing clients’ Group Health, Dental, Vision, Life, and Short and Long-Term Disability plans.
Robin Hirschfield
Insurance Administrator
Robin Hirschfield is an Insurance Administrator focusing on the needs of Insurance Team. In addition to in-house support, she serves as one of our client liaisons to help deliver a positive experience. Robin is an integral part of the onboarding process and business transfers when new advisors join CCR.
Michael E. Callahan, FSPA, EA, CPC, RMA®, CWS®
Financial Consultant
Michael Callahan is a Financial Consultant with extensive experience in pension and retirement advising for both personal and corporate clients.
Richard Moore Jr., CPFA, C(k)P®, AIF®
Partner, Financial Consultant
Richard Moore is a Financial Consultant who analyzes retirement options for corporate clients and assists with the selection of the best possible plans for each business owner.
Jared T. Evangelous, AIF®, CRPC®
Financial Consultant
Jared Evangelous is a Financial Consultant who works closely with corporate account custodians, trustees, and participants ensuring they receive exceptional advice, education, and service.
Crystal Giannoulis
Client Services Specialist
Crystal Giannoulis is a Client Services Specialist who works closely with CCR's corporate account custodians, trustees, and participants to ensure all account transactions are completed seamlessly.
Will Heines
Registered Representative
Will Heines is a Registered Representative at CCR who analyzes and compares mutual funds making sure participants have access to the highest-rated available funds.
Kristin Branchaud
Client Service Specialist
Kristin Branchaud is a Client Services Specialist with CCR Wealth. She focuses on personalized client service for CCR Wealth clients.
James Cawley
Client Service Associate
James Cawley is a Client Service Associate responsible for facilitating new-client onboarding, servicing existing investment accounts, and client platform support.
Susan Dowling
Client Service Specialist
Susan Dowling is a Client Services Specialist with CCR Wealth, focusing on client relationships.
Madison St. John
Client Service Specialist
Madison St. John is a Client Service Specialist responsible for onboarding new private clients, coordinating meetings with financial advisors, and handling client requests.
Katie-Lee Kallin
Client Service Specialist
Kate Kallin is a Client Service Specialist with CCR, and is responsible for day-to-day client service for both individual and corporate accounts.
Jessica Loughnane
Registered Administrative Assistant
Jessica Loughnane is a Client Service Specialist who works closely with Brian Thomas on day-to-day client services for both individual and corporate clients.
Kathryn Prevendoski
Client Service Specialist
Katie Prevendoski is a Client Service Specialist responsible for onboarding new clients, answering account or statement questions, and processing client requests.
Lauren Roberts, FPQP®
Client Service Specialist
Lauren Roberts is a Client Services Associate responsible for processing new business, preparing client presentations, and maintaining client investment accounts.
Lyndsy Skiest, FPQP®
Client Service Specialist
Lyndsy Skiest is a Client Services Specialist with CCR, and is responsible for day-to-day client service for our individual accounts.
Amanda Stroud
Client Service Specialist
Amanda Stroud is a Client Service Specialist who is responsible for onboarding, coordinating client meetings with advisors, answering account questions, and processing client requests.
Jessy Torres
Client Service Manager
Jessy Torres is a Client Service Manager who draws on more than a decade of financial advisory support to oversee day-to-day client services for individual and corporate accounts.
Bryan Wiltfong
Client Service Specialist
Bryan Wiltfong is a Client Service Specialist in our Missouri office, helping with day-to-day client services for individual investment accounts, account transfers, and transactions.
Have a Question?
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Our Financial Team has years of combined experience, and we're here to help you through your financial journey. Reach out today.
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