TW Financial Group

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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Team photo for TW Financial Group

Advisors

Advisor photo for Daniel Gamm

Daniel Gamm

CRPC

Private Wealth Advisor

President of TW Financial Group
Visit Daniel Gamm's website
Advisor photo for Harold V Cardoza

Harold V Cardoza

CFP®

Financial Advisor

Visit Harold V Cardoza's website
Advisor photo for Bill Martin

Bill Martin

Financial Advisor

Visit Bill Martin's website
Advisor photo for Greg Silva

Greg Silva

CFA®

Financial Advisor

Senior Vice President of TW Financial Group
Visit Greg Silva's website
Advisor photo for Kayla Ballou

Kayla Ballou

APMA, CRPC

Associate Financial Advisor

Visit Kayla Ballou's website


Team

Marisa Garber

Marisa Garber

Client Service Specialist

Qualifications

  • Joined the company in 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

  • Joined the company in 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
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Margaret Walz

Margaret Walz

Operations Specialist

Qualifications

  • Joined the company in 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
  • Submits and keeps track of all processing to guests and home office
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Kelley Berkerey

Kelley Berkerey

Marketing Specialist

Kalyn Mobley

Kalyn Mobley

Client Concierge

Nate Schmitt

Nate Schmitt

Client Concierge