TW Financial Group

To achieve your financial goals and preserve your assets — today and tomorrow,it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement®approach to recommend balanced and personalized asset and risk management strategies. Whether health, life, disability, income or long-term care insurance, we suggest solutions and coverage levels to suit you and your needs.Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.



Advisors

Daniel Gamm

Daniel Gamm

Private Wealth Advisor

Chartered Retirement Planning CounselorSM
Visit Daniel Gamm's website
Kenneth H Hedison

Kenneth H Hedison

Financial Advisor

Visit Kenneth H Hedison's website
Harold V Cardoza

Harold V Cardoza

Financial Advisor

Visit Harold V Cardoza's website
Bill Martin

Bill Martin

Financial Advisor

Visit Bill Martin's website
Greg Silva

Greg Silva

Financial Advisor

Senior Vice President
Visit Greg Silva's website

Team

Marisa Garber

Marisa Garber

Client Concierge

Qualifications

  • Been with us since 2000.
  • Bachelor's of Science in Biology from the George Washington University and a Masters in Physical Therapy from Simmons College.

Roles & Responsibilities

  • Concierge to our guests
  • Prepares and updates paperwork for Dan's guest meetings
  • Contact guests with appointment details
  • Greets our guests
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Debra Page

Debra Page

Practice Manager

Qualifications

  • Been with us since 2009.
  • B.S.B.A. in computer programming from Western New England College.

Roles & Responsibilities

  • Manages staff and interns
  • Answers questions and provides readily available information to guests
  • Management of day-to-day office duties
  • Human Resources/personnel and payroll
  • Special Projects
  • Backup for Glen on trades
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Margaret Walz

Margaret Walz

Operations Specialist

Qualifications

  • Been with us since 2007.
  • Associate Degree from Katherine Gibbs.

Roles & Responsibilities

  • Sets up new guest's and accounts
  • Has a direct link to Ameriprise Home Office
  • Submits and tracks insurance applications and underwriting
  • Answers questions and provides readily available information to guests
  • Submits and keeps track of all processing to guests and home office
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Glen Elezi

Glen Elezi

Investment Specialist

Qualifications

  • Been with us since 2020.
  • Bachelor's of Science in Economics from the University of Tirana/Albania and an MBA degree from the University of Phoenix.

Roles & Responsibilities

  • Trades investments
  • Conducts investment research and keeps all advisors up-to-date
  • Answers guest's service questions and requests
  • Pre-guest visit investment preparation
  • Money movement
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Kayla Ballou

Kayla Ballou

Client Concierge

Qualifications

  • Been with us since 2019.
  • Bachelor's in Finance from Bryant University.

Roles & Responsibilities

  • Takes notes on guest's visits for Dan
  • Answers guest's service questions and requests
  • Responsible for Dan's guest preparations before visits
  • Post guest follow-up calls and summary letters
  • Backup for Maggie with processing
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Kristen Bortolotti

Kristen Bortolotti

Marketing Specialist

Qualifications

  • Been with us since spring of 2020.
  • Studying at Bryant University.

Roles & Responsibilities

  • Keeps social media up to date
  • Updates all Advisor websites
  • Schedules all events (virtual or in person)
  • Buys gifts for our clients
  • Backup for Marisa on pre-guest preparation
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Allison Corcoran

Allison Corcoran

Marketing Specialist

Qualifications

  • Been with us since spring of 2020.
  • Studying at Bryant University.

Roles & Responsibilities

  • Keeps our social media up to date
  • Updates all Advisor websites
  • Schedules all events (virtual or in person)
  • Buys gifts for our clients
  • Backup for Marisa on pre-guest preparation
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Joey Gamm

Joey Gamm

Intern

Qualifications

  • Been with us since summer of 2020.
  • Studying at Temple University.

Roles & Responsibilities

  • Completes guest's visit prepwork
  • Learns about the financial world
  • Keeps social media up to date
  • Sit-in on guest visits
  • Special Projects
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