Skyeburst Wealth Management

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly—today and in the future.


Advisors

Paul Romano

Paul Romano

Financial Advisor

Visit Paul Romano's website
Jacqueline Blau

Jacqueline Blau

Private Wealth Advisor

Visit Jacqueline Blau's website
Joshua Sokol

Joshua Sokol

Financial Advisor

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Jaime Barnes

Jaime Barnes

Private Wealth Advisor

Visit Jaime Barnes's website
Daniel J Marean

Daniel J Marean

Private Wealth Advisor

Visit Daniel J Marean's website
Christine DelBrocco

Christine DelBrocco

Financial Advisor

Visit Christine DelBrocco's website
Alexander Kezer

Alexander Kezer

Financial Advisor

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Mark Russo

Mark Russo

Private Wealth Advisor

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Gerard J Mc Quaid

Gerard J Mc Quaid

Private Wealth Advisor

Visit Gerard J Mc Quaid's website
Andrew Enright

Andrew Enright

Financial Advisor

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Team

Kelley Barsamian

Kelley Barsamian

Client Service Manager

Alexis Bouchard

Alexis Bouchard

Marketing Manager

Judy Bouchard

Judy Bouchard

Client Service Specialist

Tyler Corcoran APMA<sup>®</sup>

Tyler Corcoran APMA®

Investment Specialist

Mary Costa MS-PFP, CFP<sup>®</sup>, APMA<sup>®</sup>

Mary Costa MS-PFP, CFP®, APMA®

Operations Manager

Jill Herrick

Jill Herrick

Operations Specialist

Leslie MacDonald

Leslie MacDonald

Office Manager

Erin Moynihan

Erin Moynihan

Business Development Director,

Chief Operating Officer
Katie O'Connell

Katie O'Connell

Paraplanner

Kevin Plodzik APMA<sup>®</sup>

Kevin Plodzik APMA®

Investment Specialist

Lucia Renda

Lucia Renda

Client Service Specialist

Deb Rich

Deb Rich

Client Service Specialist

Matt Riley APMA<sup>®</sup>

Matt Riley APMA®

Operations Specialist

Emily Rome

Emily Rome

Business Development Manager

Jennifer Taber AMPA<sup>®</sup>, CMFC<sup>®</sup>

Jennifer Taber AMPA®, CMFC®

Investment Manager

Cheryl Whalen

Cheryl Whalen

Operations Manager

Jenn Wilson

Jenn Wilson

Operations Specialist