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
David Borden is a Managing Partner and Financial Consultant with over 20 years of experience. He advises high-net-worth individuals on comprehensive financial strategies, including planning, investments, estate, retirement, and insurance. He also supports nonprofits by applying his financial expertise to help them thrive.
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
Jon is a Partner and Financial Planner who specializes in helping high-net-worth individuals align their financial goals with their assets. He guides clients through financial planning, risk assessment, and estate considerations to create customized, long-term strategies that reflect their unique needs and timelines.
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
Mike is a Partner and Financial Consultant who specializes in helping dental professionals and self-employed clients navigate their unique financial challenges. With comprehensive financial planning and extensive insurance knowledge, he addresses distinct challenges faced by independent practitioners, from practice management to retirement planning.
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 is a Partner and Financial Consultant who helps individuals, families, and institutions align their financial goals through strategic, comprehensive planning. He guides clients in managing investments, preparing for retirement, and protecting their financial future with personalized risk strategies.
Financial Consultants
Integration of All Aspects of Client Finances | Portfolio Reviews | Annual Financial Plan Review
Dean M. Aita, CFP®
Financial Consultant
Dean is a seasoned Financial Consultant who helps clients build, protect, and manage their wealth through customized financial strategies. With over 34 years of experience, he brings a client-first approach rooted in integrity, clear communication, and genuine care. As Insurance Team Lead, he also offers his expertise to the firm on various insurance-related issues.
Jonathan Albano, CFP®
Partner, Financial Planner
Jon is a Partner and Financial Planner who specializes in helping high-net-worth individuals align their financial goals with their assets. He guides clients through financial planning, risk assessment, and estate considerations to create customized, long-term strategies that reflect their unique needs and timelines.
Taylor Barnes
Financial Consultant
Taylor is a Financial Consultant who is committed to simplifying financial concepts and designing strategies tailored to each client’s goals, with a particular on supporting women in building confidence in their finances at every stage of life.
Andrew Bonetti, CFP®, MBA
Partner, Financial Consultant
Andrew is a Partner and Financial Consultant who helps individuals, families, and institutions align their financial goals through strategic, comprehensive planning. He guides clients in managing investments, preparing for retirement, and protecting their financial future with personalized risk strategies.
David Borden
Managing Partner, Financial Consultant
David Borden is a Managing Partner and Financial Consultant with over 20 years of experience. He advises high-net-worth individuals on comprehensive financial strategies, including planning, investments, estate, retirement, and insurance. He also supports nonprofits by applying his financial expertise to help them thrive.
Laura Brunetti, CFP®
Financial Consultant
Laura is a Financial Consultant with over 30 years of experience dedicated to helping clients—particularly women— achieve their financial goals at any stage of life. Known for her approachable style, Laura simplifies complex financial concepts into clear, personalized strategies tailored to clients’ specific needs, empowering them to make informed decisions with confidence and clarity.
James Cawley, CFP®
Financial Consultant
James is a Financial Consultant who works closely with both prospective and current clients to facilitate the set-up and ongoing service of their investment accounts. He is committed to delivering clear, consistent, and concise communication throughout every stage of the client relationship, ensuring a smooth and confident experience for the client.
Justin Chatelle, CFP®
Financial Consultant
Justin is a Financial Consultant who works closely with Pat Madison to tailor financial planning solutions to clients. He is committed to delivering clear, consistent, and concise communication throughout every stage of the client relationship, ensuring a smooth and confident experience for the client.
Justin Giuliano, CFP®
Financial Consultant
Justin is a Financial Consultant who helps individuals and business owners make smarter, values-based financial decisions by simplifying complex financial topics. With over a decade of experience, he provides clear, actionable guidance on investments, retirement, insurance, and estate planning, thereby empowering clients with clarity and confidence.
Andrew Harrod
Sales Associate
Drew Harrod is a Sales Associate who partners with advisors to deliver exceptional service and personalized financial solutions to individuals, families, and business owners.
Patrick Madison
Financial Consultant
Pat is a Financial Consultant who provides personalized financial guidance to individuals and families, helping them make informed decisions that support their goals and values. With over 22 years of experience in the industry, he offers comprehensive financial oversight and creates tailored plans that evolve with clients' lives—bringing clarity, care, and confidence to every stage of their financial journey.
Jack McGauley, CFP®
Financial Consultant
Jack McGauley is a Financial Consultant responsible for facilitating new-client onboarding, servicing existing investment accounts, and client platform support. He has experience with growth-oriented strategy, organizational structure, and helping clients set realistic KPIs for themselves and their business.
Davis Moeckel
Financial Consultant
Davis is a Financial Consultant who helps clients simplify, organize, and plan their financial lives with clarity and purpose. With a fresh perspective and strong foundation in finance, Davis collaborates closely with clients to develop strategies aligned with their goals, making complex topics more accessible and empowering informed decisions for the future.
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 is a Financial Consultant who creates sophisticated, personalized financial plans for clients by drawing on his deep experience in portfolio management and corporate finance. He helps clients navigate complex financial decisions with clarity and confidence, aligning their plans with both short-term needs and long-term goals.
Michael Rousseau, CFP®
Partner, Financial Consultant
Mike is a Partner and Financial Consultant who specializes in helping dental professionals and self-employed clients navigate their unique financial challenges. With comprehensive financial planning and extensive insurance knowledge, he addresses distinct challenges faced by independent practitioners, from practice management to retirement planning.
Blake Sellers
Financial Consultant
Blake is a Financial Consultant who draws on his expertise in public retirement plan administration to deliver personalized financial and retirement solutions for clients. He works with internal investment teams and financial planners to help individual and local business owner clients navigate retirement benefits and plan with confidence—providing clear guidance tailored to each client’s unique goals and needs.
Brian Thomas
Financial Consultant
Brian is a dedicated Financial Consultant who leverages his corporate and financial services experience to help clients achieve their financial goals. With expertise in investment and insurance planning and a commitment to personalized service, he offers tailored strategies for wealth management, retirement planning, and insurance needs, thereby empowering clients to make informed decisions and build lasting financial security.
Steven Tillona, CPA, CWS®, AIF
Financial Consultant
Steven is a Financial Consultant who brings over 40 years of experience helping clients prepare for retirement through comprehensive financial planning. He specializes in investment selection, risk management, Social Security, Medicare, and elder care—providing personalized strategies that support clients’ long-term financial security and peace of mind.
Johnny Woodruff
Managing Director of Columbia Office, Financial Consultant
Johnny is a Registered Representative, Financial Consultant, and Managing Director of CCR Columbia who helps clients create unified, strategic financial plans. He works with our internal financial planning and investment management teams to help families and individuals align their goals with comprehensive strategies, thereby ensuring confident, coordinated financial decision-making for long-term success.
Kerry Wilcox, 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.
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.
Noah Kirby
Investment Assistant
Noah Kirby is an Investment Assistant who works closely with colleagues to help manage all aspects of the firm's investment operations, bringing a passion for financial markets and investing to everything he does.
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 and Insurance Specialist who specializes in personal insurance (life, disability, and long-term care) and special needs planning. She analyzes information to develop and monitor CCR clients’ comprehensive financial plans.
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.
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, QKA®
Corporate Retirement Administrator
Crystal is a Corporate Retirement Administrator who supports both individual and corporate clients by ensuring smooth account transactions, facilitating plan management and transition, and coordinating meetings between advisors, clients, and vendors. Her attention to detail and deep industry experience help deliver a seamless client experience.
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.
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.
Robin Hirschfield
Insurance Administrator
Robin is an Insurance Administrator who 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.
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.
Destiny Orozco
Client Services Associate
Destiny is a Client Services Associate responsible for onboarding new private clients, coordinating meetings with financial advisors, and handling client requests.
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, WMS™, FPQP®, FACSC℠
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 Upson
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 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?
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.
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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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