Skyeburst Wealth Management

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.


Advisors

Jaime Barnes

Jaime Barnes

CFP®

Private Wealth Advisor

Visit Jaime Barnes's website
Jacqueline Blau

Jacqueline Blau

CFP®, CLU®, ChFC®

Private Wealth Advisor

Visit Jacqueline Blau's website
Christine DelBrocco

Christine DelBrocco

CRPC®, APMA®

Financial Advisor

Visit Christine DelBrocco's website
Andrew Enright

Andrew Enright

CFP®, APMA®

Financial Advisor

Visit Andrew Enright's website
Alexander Kezer

Alexander Kezer

CFP®, CMFC®, APMA®

Financial Advisor

Visit Alexander Kezer's website
Daniel J Marean

Daniel J Marean

MBA, CFA®

Private Wealth Advisor

Visit Daniel J Marean's website
Kaitlyn OConnell

Kaitlyn OConnell

APMA®

Financial Advisor

Visit Kaitlyn OConnell's website
Paul Romano

Paul Romano

MBA, CLTC®, CRPC®, APMA®

Financial Advisor

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Mark Russo

Mark Russo

Private Wealth Advisor

Visit Mark Russo's website
Joshua Sokol

Joshua Sokol

CFP®, APMA®

Financial Advisor

Visit Joshua Sokol's website
Jaclyn Stanley

Jaclyn Stanley

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Jaclyn Stanley's website

Team

Kelley Barsamian

Kelley Barsamian

Client Service Manager

Alexis Bouchard

Alexis Bouchard

Marketing Manager

Judy Bouchard

Judy Bouchard

Client Service Specialist

Meredith Berke

Meredith Berke

Client Service Specialist,

Marketing 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®

Business Development Manager

Liz Dewar

Liz Dewar

Financial Planning Specialist

Joe Dolan

Joe Dolan

Financial Planning Analyst

Jill Herrick

Jill Herrick

Operations Specialist

Mary Incera APMA<sup>®</sup>

Mary Incera APMA®

Financial Planning Assistant

Leslie MacDonald

Leslie MacDonald

Client Service Specialist

Jerry McQuaid CFP<sup>®</sup>

Jerry McQuaid CFP®

Paraplanner

Michael Micciche APMA<sup>®</sup>

Michael Micciche APMA®

Investment Specialist

Erin Moynihan

Erin Moynihan

Business Development Director,

Chief Operating Officer
Kevin Plodzik APMA<sup>®</sup>

Kevin Plodzik APMA®

Investment Specialist

Lucia Renda

Lucia Renda

Client Service Specialist

Matt Riley APMA<sup>®</sup>

Matt Riley APMA®

Operations Specialist

Emily Rome

Emily Rome

Business Development Manager

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

Jennifer Taber APMA®, CMFC®

Investment Manager

Cheryl Whalen APMA<sup>®</sup>

Cheryl Whalen APMA®

Operations Manager

Jenn Wilson

Jenn Wilson

Operations Specialist