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 is a Partner and Financial Consultant focusing on advising high-net-worth families and major institutional clients on wealth management, family business strategy, and succession planning. With a strong background in fiduciary standards and retirement planning, he provides clients with tailored financial solutions that align with their long-term goals.
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 is a Partner and Chief Operating Officer who is responsible for ensuring that clients receive seamless, high-quality service by optimizing the firm’s operations, technology, and communications. Her leadership behind the scenes enhances CCR’s efficiency and client experience, allowing advisors to deliver personalized, effective financial strategies.
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., AIF®, CPFA, C(k)P®
Partner, Financial Consultant
Rich is a Partner and Financial Consultant who specializes in corporate retirement plans. He focuses on helping plan sponsors design cost-effective solutions while ensuring regulatory compliance, and excels at participant education, simplifying complex investment concepts, and empowering employees to make confident retirement decisions.
John Maher, Chartered Financial Analyst
Partner, Chief Investment Officer, Financial Consultant
John is a Partner, Chief Investment Officer, and Financial Consultant who specializes in developing and managing investment strategies designed to deliver optimal risk-adjusted returns and help clients make informed investment decisions aligned with their goals.
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
Mark is a Partner and Financial Consultant focusing on advising high-net-worth families and major institutional clients on wealth management, family business strategy, and succession planning. With a strong background in fiduciary standards and retirement planning, he provides clients with tailored financial solutions that align with their long-term goals.
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 is a Human Resources Generalist responsible for employee relations, benefits administration, professional growth and development, and workplace culture. She brings a thoughtful, people-first approach to her work, helping to foster a positive and productive environment at the firm.
Glenda Bourque
Office Manager
Glenda is an Office Manager responsible for assisting the wealth management team with various operations efforts. She is vital in supporting all offices by handling day-to-day operations tasks, such as office upkeep and client gifts, thereby improving the firm’s overall workplace experience.
Amanda Hopkins, MBA
Partner, Chief Operating Officer
Amanda is a Partner and Chief Operating Officer who is responsible for ensuring that clients receive seamless, high-quality service by optimizing the firm’s operations, technology, and communications. Her leadership behind the scenes enhances CCR’s efficiency and client experience, allowing advisors to deliver personalized, effective financial strategies.
Jayadevi Singh
Marketing Generalist
Devi is a Marketing Generalist responsible for the digital presence of CCR. She handles the day-to-day management of ad and email campaigns to ensure brand consistency, acts as a liaison for compliance cases, and creates relevant and timely content for distribution.
Eric Fernandes, CIMA®
Financial Consultant
Eric is a Financial Consultant who leverages analytical finance and investment expertise to support portfolio modeling, monitoring, and client communications. He helps ensure clients’ portfolios are well-managed and aligned with their financial goals through detailed analysis and teamwork.
Shiqi Gu, Chartered Financial Analyst
Senior Investment Consultant
Chloe is a Senior Investment Consultant who supports clients through portfolio modeling, monitoring, and investment screening. With global finance expertise and a strong background in Chinese markets, she provides clients with well-rounded, insightful investment guidance.
Drew Girouard, Chartered Financial Analyst
Investment Consultant
Drew is an Investment Consultant who analyzes portfolios and supports informed investment decisions to help clients reach their financial goals. With strong analytical skills and a keen interest in capital markets, he provides insightful guidance tailored to clients’ unique needs.
John Maher, Chartered Financial Analyst
Partner, Chief Investment Officer
John is a Partner, Chief Investment Officer, and Financial Consultant who specializes in developing and managing investment strategies designed to deliver optimal risk-adjusted returns and help clients make informed investment decisions aligned with their goals.
Danielle Drew, CFP®, CSLP®
Financial Planner
Danielle is a Financial Planner specializing in student loans. She creates and monitors personalized financial plans, helping clients navigate cash flow, retirement, insurance, and estate planning with tailored guidance to support their long-term financial goals.
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 is a Financial Planner who develops personalized financial plans by analyzing client data. With extensive experience in investment consulting and client service, he provides tailored guidance to help clients achieve their financial goals confidently.
Jonathan Lilja, ESQ., CFP®
Financial Planner
Jon is a Financial Planner specializing in estate planning. He helps clients navigate complex financial planning, tax strategies, Social Security benefit optimization, estate planning documents, and related planning issues.
Jordan Kessler
Financial Planning Associate
Jordan is a Financial Planning Associate who supports senior advisors and helps clients improve their financial wellbeing through diligent planning and industry best practices. Known for his collaborative approach and technical expertise, he’s dedicated to providing responsive, client-focused service within a team-oriented environment.
Susan Durkin
Insurance Specialist
Sue is an Insurance Specialist who helps clients navigate Medicare, pre-65 health coverage, and long-term care, disability, and life insurance. Drawing on over 25 years of experience, she provides personalized guidance and support to ensure clients receive the right coverage for their individual needs.
Robin Hirschfield
Insurance Administrator
Robin is an Insurance Administrator who supports our Insurance Team and ensures a smooth, positive experience for clients. In addition to onboarding, she helps new advisors and their clients transition seamlessly while providing reliable, detail-oriented service throughout the insurance process.
Michael E. Callahan, FSPA, EA, CPC, RMA®, CWS®
Financial Consultant
Mike is a Financial Consultant with over 45 years of experience, helping corporate and individual clients navigate all aspects of retirement planning with clarity and confidence. He delivers tailored, compliant, and forward-thinking strategies by drawing on deep industry knowledge and expertise in complex retirement solutions.
Richard Moore Jr., AIF®, CPFA, C(k)P®
Partner, Financial Consultant
Rich is a Partner and Financial Consultant who specializes in corporate retirement plans. He focuses on helping plan sponsors design cost-effective solutions while ensuring regulatory compliance, and excels at participant education, simplifying complex investment concepts, and empowering employees to make confident retirement decisions.
Jared T. Evangelous, AIF®, CRPC®
Financial Consultant
Jared is a Financial Consultant providing retirement plan participants, trustees, and corporate clients with personalized advice. He conducts retirement plan reviews, employee education and enrollment meetings, and supports plan reporting and fund monitoring, ensuring clients receive accurate information and tailored guidance.
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 is a Registered Representative who helps corporate retirement plan clients navigate every stage of their retirement plan—from enrollment to investment strategy to distribution options. He specializes in fund analysis, ensuring clients have access to the highest-rated available funds and personalized guidance.
Kristin Branchaud
Client Services Associate
Kristin is a Client Services Associate responsible for personalized client service for all CCR clients, with a focus on Mike Rousseau’s clients. She is the point person for Adviceworks on the advisor side.
James Cawley
Client Services Associate
James is a Registered Admin Assistant and Client Service Associate primarily helping Justin Giuliano’s clients. He is responsible for facilitating new-client onboarding, servicing existing investment accounts, and providing client platform support.
Justin Chatelle
Client Services Associate
Justin is a Client Services Associate primarily helping Patrick Madison’s clients. He is responsible for facilitating new-client onboarding, servicing existing investment accounts, and providing client platform support.
Katie-Lee Kallin
Client Services Associate
Kate is a Registered Admin Assistant and Client Service Associate drawing on over a decade of experience, primarily helping clients of David Borden and Dean Aita. She is responsible for day-to-day client service for both individual and corporate accounts.
Jessica Loughnane
Client Services Associate
Jessica is a Registered Administrative Assistant and Client Services Associate primarily helping Brian Thomas’ clients. She is responsible for day-to-day client services for both individual and corporate clients.
Jack McGauley
Client Services Associate
Jack is a Registered Admin Assistant and Client Services Associate primarily helping Andrew Bonetti’s clients. He is responsible for facilitating new-client onboarding, servicing existing investment accounts, and client platform support.
Kathryn Prevendoski
Client Services Associate
Katie is a Client Services Associate primarily helping Patrick Madison’s clients. She is responsible for onboarding new clients, answering account or statement questions, and processing client requests.
Lauren Roberts, FPQP®
Client Services Associate
Lauren is a Client Services Associate primarily helping clients of Brad Konopaske and Laura Brunetti. She is responsible for processing new business, preparing client presentations, and maintaining client investment accounts.
Madison St. John
Client Services Associate
Madison is a Client Services Associate primarily helping Vincenzo Palmerino’s clients. She is responsible for onboarding new private clients, coordinating meetings with financial advisors, and handling client requests.
Amanda Stroud
Client Services Associate
Amanda is a Client Services Associate primarily helping clients of Mark Palmerino, Zach Pidgeon, and John Maher. She is responsible for onboarding, coordinating client meetings with advisors, answering account questions, and processing client requests.
Jessy Torres
Client Services Manager
Jessy is a Registered Admin Assistant and Client Services Associate Manager primarily helping clients of Jonathan Albano. She 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 Services Associate
Bryan is a Registered Administrative Assistant and Client Services Associate primarily helping clients of Johnny Woodruff and Blake Sellers. He is responsible for account transfers, transactions, and day-to-day client services for individual investment accounts.
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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