TW Financial Group

Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.


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Advisors

Daniel Gamm, Private Wealth Advisor serving the Cranston, RI area - Ameriprise Advisors

Daniel Gamm

CRPC

Private Wealth Advisor

President of TW Financial Group
Visit Daniel Gamm's website
Harold V Cardoza, Financial Advisor serving the Cranston, RI area - Ameriprise Advisors

Harold V Cardoza

CFP®

Financial Advisor

Visit Harold V Cardoza's website
Bill Martin, Financial Advisor serving the Cranston, RI area - Ameriprise Advisors

Bill Martin

Financial Advisor

Visit Bill Martin's website
Greg Silva, Financial Advisor serving the Cranston, RI area - Ameriprise Advisors

Greg Silva

CFA®

Financial Advisor

Senior Vice President of TW Financial Group
Visit Greg Silva's website
Cristopher Llopiz Osorio, Financial Advisor serving the Cranston, RI area - Ameriprise Advisors

Cristopher Llopiz Osorio

APMA

Financial Advisor

Visit Cristopher Llopiz Osorio's website
Kayla Ballou, Associate Financial Advisor serving the Cranston, RI area - Ameriprise Advisors

Kayla Ballou

APMA

Associate Financial Advisor

Visit Kayla Ballou's website

Team

Marisa Garber

Marisa Garber

Client Service Specialist

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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Kelley Berkerey

Kelley Berkerey

Marketing Specialist

Nate Schmitt

Nate Schmitt

Client Concierge

Shaylyn Machado

Shaylyn Machado

Administrative Assistant