Our Team

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.

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Leadership Team

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David Borden

Managing Partner, Financial Consultant
As CCR Wealth Management’s Managing Partner, David Borden has led CCR’s growth from a two-person firm to a full-service wealth advisory team with over 25 team members.
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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.
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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.
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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.
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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.
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Richard Moore Jr., CPFA, C(k)P®, AIF®

Partner, Retirement Consultant
Richard Moore is a Retirement Consultant who analyzes retirement options for corporate clients and assists with the selection of the best possible plans for each business owner.
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John Maher, CFA

Partner, Chief Investment Officer
John Maher is the Chief Investment Officer for CCR Wealth Management, and is responsible for analyzing and managing CCR’s model portfolios in the context of an ever-changing investment landscape.
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Financial Consultants

Integration of all aspects of client finances | Portfolio Reviews | Annual Financial Plan Review

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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 CCRWM in 2021, Dean brings more than 30 years of experience in financial services.
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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.
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Andrew Bonetti, CFP®, MBA

Financial Consultant
Andrew Bonetti is a Financial Consultant who works with CCR's clients in personally implementing and coordinating all aspects of their business and personal financial plans.
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David Borden

Managing Partner, Financial Consultant
As CCR Wealth Management’s Managing Partner, David Borden has led CCR’s growth from a two-person firm to a full-service wealth advisory team with over 25 team members.
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Laura Fedor 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.
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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.
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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 achieve their financial goals while adapting to their changing lifestyle needs.
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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.
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Davis Moeckel

Financial Consultant
Davis Moeckel is a Financial Consultant who holds a Series 7, 63, and 65 securities registrations as well as Life, Accident and Health insurance licenses.
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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.
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Vincenzo Palmerino CFP®

Financial Consultant
Vincenzo Palmerino, a CERTIFIED FINANCIAL PLANNER™, is a Financial Consultant. He leverages his experience in fixed income and the hedge funds to develop financial plans for CCR’s clients. He is a member of CCR’s Financial Planning Committee.
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Paul Paska

Financial Consultant
Paul Paska is a Financial Consultant with CCR. He is a financial services industry veteran with nearly 40 years of experience who strives to simplify the complexities of financial organization, investing, and insurance strategies for his clients.
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Zach Pidgeon, CFP®

Financial Consultant
Zach Pidgeon is a Financial Consultant with CCR, focusing on helping families within the Athletics field to pursue financial wellness and achieve their desired goals and needs with confidence. Zach holds Series 7, 6, 63, and 65 securities registrations.
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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.
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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.
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Brian Thomas

Financial Consultant
Brian Thomas is a Financial Consultant with CCR. Brian 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.
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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.
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Business Operations

Operational Efficiency | Marketing & Technology

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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.
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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.
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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.
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Investment Management

Continuous Review of Portfolio | Investment Screening & Modules | Economic & Market Updates

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Eric Fernandes

Investment Associate
Eric Fernandes is an Investment Associate with CCR. He brings his analytical finance and investment experience to the CCR Portfolio Review Committee.
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Shiqi (Chloe) Gu, CFA

Investment Analyst
Shiqi (Chloe) Gu is an Investment Analyst with CCR. Her finance degrees and international background guide her work on portfolio modeling and monitoring, investment screening and client communications.
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Drew Girouard

Investment Assistant
Andrew Girouard is an Investment Assistant for CCR who holds his SIE, Series 7, and 66, in addition to passing CFA level 1. He serves on the portfolio review committee.
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John Maher, CFA

Partner, Chief Investment Officer
John Maher is the Chief Investment Officer for CCR Wealth Management, and is responsible for analyzing and managing CCR’s model portfolios in the context of an ever-changing investment landscape.
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Financial Planning

Initial & Annual Financial Plans | Management of CCR's Online Account Portal | Education, Planning, Insurance, Data Analysis

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Danielle Drew, CFP®, CSLP®

Financial Planner
Danielle Drew is a Financial Planner with CCR and is responsible for gathering and analyzing information to develop and monitor comprehensive financial plans for clients.
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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.
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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, 31, and 53 Securities Registrations.
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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.
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Insurance and Group Benefits

Health, Life, Disability and Long-Term Care Insurance

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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.
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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.
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Robin Hirschfield

Insurance Administrator
Robin Hirschfield is an Insurance Administrator focusing on the needs of CCR’s Insurance Team. In addition to in-house support, she serves as one of our client liaisons to help deliver a positive experience.
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Corporate Retirement Plans

Fiduciary to plan trustees and participants | Setup and Review of Retirement Plans

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Michael E. Callahan, CPC, FSPA, RMA®, CWS®

Retirement Consultant
Michael Callahan is a Retirement Consultant with extensive experience in pension and retirement advising for both personal and corporate clients.
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Richard Moore Jr., CPFA, C(k)P®, AIF®

Partner, Retirement Consultant
Richard Moore is a Retirement Consultant who analyzes retirement options for corporate clients and assists with the selection of the best possible plans for each business owner.
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Jared T. Evangelous, AIF®, CRPC®

Retirement Consultant
Jared Evangelous is a Retirement Consultant who works closely with corporate account custodians, trustees, and participants ensuring they receive exceptional advice, education, and service.
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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.
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Will Heines

Retirement Consultant
Will Heines is a Retirement Consultant at CCR who analyzes and compares mutual funds making sure participants have access to the highest-rated available funds.
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Client Services

New Client on-boarding | account maintenance | scheduling of Investment Review Meetings

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Lisa Alden-Comeau

OSJ Branch Manager
Lisa Alden-Comeau is the OSJ Branch Manager at CCR. She specializes in compliance issues and in handling account issues for clients with complex needs.
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Jessica Loughnane

Client Service Specialist
Jessica Loughnane is a Client Service Specialist with CCR Wealth who works closely with Brian Thomas on day-to-day client services for both individual and corporate clients.
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Jessy Torres

Client Service Specialist
Jessy Torres is a Client Service Specialist who draws on more than a decade of financial advisory support to oversee day-to-day client services for individual and corporate accounts.
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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.
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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 day-to-day client requests.
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Bryan Wiltfong

Client Service Specialist
Bryan Wiltfong is a Client Service Specialist based in our Missouri office, helping with the day-to-day client services for individual investment accounts, account transfers, and transactions.
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Susan Dowling

Client Service Specialist
Susan Dowling is a Client Services Specialist with CCR Wealth, focusing on client relationships.
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Lauren Roberts, FPQP®

Client Service Specialist
Lauren Roberts joined CCR as a Client Services Associate in 2023. She handles the processing of new business, preparation of client presentations, and daily maintenance for client investment accounts.
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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.
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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.

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