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, Chartered Financial Analyst
Partner, Chief Investment Officer, Financial Consultant
John Maher is our Chief Investment Officer, working with both individual clients and CCR Advisors to communicate and execute investment strategies that focus on seeking optimum risk-adjusted returns.
Andrew Bonetti, CFP®, MBA
Partner, 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.
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
Partner, 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®, EA
Financial Consultant
Zach Pidgeon is a Financial Consultant 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.
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.
Blake Sellers
Financial Consultant
Blake Sellers is a Financial Consultant based in our Missouri office who works with the internal investment teams and financial planners to assist clients in finding solutions for their individual needs. Blake holds the Series 7 securities registration.
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.
Johnny Woodruff
Managing Director of Columbia Office, Registered Representative
Johnny Woodruff is a Registered Representative and Managing Director of the CCR Columbia. 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.
Kerry Baratier, MSHRM
Human Resources Generalist
Kerry Baratier is a Human Resources Generalist who brings a thoughtful, people-first approach to her work, helping to foster a positive and productive environment at the firm.
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®
Financial Consultant
Eric Fernandes is a Financial Consultant who brings his analytical finance and investment experience to the portfolio review committee.
Shiqi Gu, Chartered Financial Analyst
Senior Investment Consultant
Chloe Gu works with clients as a Senior Investment Consultant with an international background, which guides her work on portfolio modeling and monitoring, investment screening, and client communications.
Drew Girouard, Chartered Financial Analyst
Investment Consultant
Andrew Girouard is an Investment Consultant 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, Chartered Financial Analyst
Partner, Chief Investment Officer
John Maher is our Chief Investment Officer, 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.
Jordan Kessler
Financial Planning Associate
Jordan is a financial planning associate at CCR, whose responsibilities include diligent planning and supporting our senior professionals.
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.
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 Service Associate
Crystal Giannoulis is a Client Service Associate 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 Associate
Kristin Branchaud is a Client Service Associate, focusing on personalized client service for all CCR clients.
James Cawley
Client Service Associate
James Cawley is a Client Service Associate responsible for facilitating new-client onboarding, servicing existing investment accounts, and providing client platform support.
Madison St. John
Client Service Associate
Madison St. John is a Client Service Associate responsible for onboarding new private clients, coordinating meetings with financial advisors, and handling client requests.
Katie-Lee Kallin
Client Service Associate
Kate Kallin is a Client Service Associate 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 Associate working with Brian Thomas on day-to-day client services for both individual and corporate clients.
Jack McGauley
Client Service Associate
Jack McGauley is a Client Service Associate responsible for facilitating new-client onboarding, servicing existing investment accounts, and client platform support.
Kathryn Prevendoski
Client Service Associate
Katie Prevendoski is a Client Service Associate responsible for onboarding new clients, answering account or statement questions, and processing client requests.
Lauren Roberts, FPQP®
Client Service Associate
Lauren Roberts is a Client Service Associate responsible for processing new business, preparing client presentations, and maintaining client investment accounts.
Amanda Stroud
Client Service Associate
Amanda Stroud is a Client Service Associate 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 Associate
Bryan Wiltfong is a Client Service Associate in our Missouri office, helping with day-to-day client services for individual investment accounts, account transfers, and transactions.
Have a Question?
Let's Talk.
Our Financial Team has years of combined experience, and we're here to help you through your financial journey. Reach out today.
Check Out the Latest CCR Insights
CCR Wealth’s team of experts works together to create insights, provide original analysis, simplify complex financial topics and answer your questions. This collection of CCR Wealth-created and curated videos and written commentary drills down to the essential information you need.
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Retirement Savings Goals: How to Help Make Up for Lost Time
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Understanding Social Security: 5 Common Myths Explained
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Debunking Money Myths: The One-Size-Fits-All Investment Approach
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April 2025 Market Outlook
After two strong years, markets are correcting but remain overvalued. Our goal is helping clients meet their financial plans—not chase market highs.