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.

CCR-Group-Photo-2023-scaled
Row-Blue_Diamonds-Graphic

Leadership Team

Borden-1024x1536

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 more than $3 billion AUM.
Untitled-design-2023-06-30T121444.367

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.
Albano-1024x1536

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.
IMG_0004-1024x1536

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.
141_HS

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-1-768x1152

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.
IMG_0058-1024x1536

John Maher, CFA

Partner, Chief Investment Officer
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.
Row-Blue_Diamonds-Graphic

Financial Consultants

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

dean-picture-2-1

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.
Albano-1024x1536

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-1024x1536

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.
Borden-1024x1536

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 more than $3 billion AUM.
laura-1024x1536

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.
Untitled-design-2023-03-02T105457.421

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.
TT2_2358_1-1024x1536

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.
Untitled-design-2023-06-30T120531.599

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-1024x1536

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.
Untitled-design-2023-06-30T121444.367

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.
Vinny Headshot

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 Headshot v3 (643 x 964 px)

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 Headshot

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 W Headshot

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.
141_HS

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.
Untitled-design-2023-06-30T140446.571

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.
Tillona-1024x1536

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.
Row-Blue_Diamonds-Graphic

Business Operations

Operational Efficiency | Marketing & Technology

Christa-Daniels

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.
IMG_0004-1024x1536

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.
devi-1024x1536

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.
Row-Blue_Diamonds-Graphic

Investment Management

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

IMG_0026-1024x1536

Eric Fernandes, CIMA®

Investment Associate
Eric Fernandes is an Investment Associate, bringing his analytical finance and investment experience to the portfolio review committee.
Gu

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.
Drew-Copy-e1694038792312

Drew Girouard

Investment Assistant
Andrew Girouard is an Investment Assistant who holds his SIE, Series 7, Series 66, and CFA level 1. Drew also serves on the portfolio review committee, playing a vital role in analyzing investment portfolios.
IMG_0058-1024x1536

John Maher, CFA

Partner, Chief Investment Officer
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.
Row-Blue_Diamonds-Graphic

Financial Planning

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

Drew-1024x1536

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.
096_HS

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-headshot

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.
Jonathan-Lilja-768x1152

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.
Row-Blue_Diamonds-Graphic

Insurance and Group Benefits

Health, Life, Disability and Long-Term Care Insurance

Durkin-1024x1536

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

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-1-1024x1536

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.
Row-Blue_Diamonds-Graphic

Corporate Retirement Plans

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

Callahan-1024x1536

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.
Richard-Moore-Jr-1-768x1152

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.
jared2-1024x1536

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.
227_HS

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

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.
Row-Blue_Diamonds-Graphic

Client Services

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

Lisa-Alden-Comeau

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.
Jessica-Loughnane

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.
Amanda Stroud Headshot v2

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.
IMG_0019_WEB

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.
Lauren-Headshot-2

Lauren Roberts, FPQP®

Client Service Specialist
Lauren Roberts is a Client Services Associate who handles the processing of new business, preparation of client presentations, and daily maintenance for client investment accounts.
TT2_1469-2-1-1026x1536

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.
Susan-Headshot-1024x1536

Susan Dowling

Client Service Specialist
Susan Dowling is a Client Services Specialist with CCR Wealth, focusing on client relationships.
IMG_0046-Lyndsy_WEB

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.
Bryan W Headshot Resize

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.
kate-1024x1536

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.
madison-1024x1536

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.

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.

Please enter your name.
Please enter a message.

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.

Protect Against a Scorching Market

By CCR WM | July 18, 2024

The stock market is experiencing its own form of a heat wave. Here’s how to protect your wealth from the financial heat.

Annual Reviews

By CCR WM | July 16, 2024

It’s crucial to schedule a yearly financial checkup with your advisor to ensure you’re on the right path towards reaching your financial goals.

Leaving a Legacy Saving for Your Family’s Financial Future

By CCR WM | July 11, 2024

Estate planning is not just for the elderly – it’s a crucial tool for anyone looking to secure their family’s financial future.

July 2024 Market Outlook

By CCR WM | July 9, 2024

A look into the current state of the market as of July 2024.

401(K) Vs. IRA: What You Should Know

By CCR WM | July 9, 2024

Are you prepared for retirement? Knowing the differences between 401(k) and IRA plans is crucial in making informed decisions about your future.

New Opportunities for LGBTQ+ Business Owners

By CCR WM | June 27, 2024

Do you own a business and identify as LGBTQ+? If the answer to both is yes, then you might want to consider getting certified by the National Gay and Lesbian Chamber of Commerce.

Don’t Delay an Important Discussion

By CCR WM | June 25, 2024

If you’re reluctant to speak to your adult children with information regarding your retirement plan, here are some suggestions to get you started.

Real Financial Issues in the LGBTQ+ Community

By CCR WM | June 20, 2024

Despite progress towards LGBTQ+ rights and recognition, there are still several financial factors that impact the community.

What to Expect When Working with Your Estate Planning Team

By CCR WM | June 18, 2024

When creating an estate plan, you may be asked to provide information on family and other beneficiaries, health, assets and liabilities, existing plans, and goals.

Estate Planning for the LGBTQ+ Community

By CCR WM | June 13, 2024

Financial planning considerations for the LGBTQ+ population are frequently overlooked. Let’s explore some of the issues and what can be done.