The Team

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.

Our Advisors

Paul Romano

Paul Romano

Financial Advisor

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Designations

MBA, CLTC®, CRPC®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Education

MBA Business Management Boston University, 2003 - Boston, MA, BA Political Science/ Pre-Law Niagara University, 1980 - Niagara Falls, NY

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Jacqueline Blau

Jacqueline Blau

Financial Advisor

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Designations

CFP®, CLU®, ChFC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Investments

Education

BBA Finance, The George Washington University, 2011

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Joshua Sokol

Joshua Sokol

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Cash Flow Management Strategies

Education

B.S. Business Administration, The University of New Hampshire, 2014

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Jaime Barnes

Jaime Barnes

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Sustainable and Responsible Investing
  • Retirement Income Strategies
  • Tax Planning Strategies

Education

BA, Sociology, University of Massachusetts, Dartmouth, 1998, MS, Labor Relations and Human Resources, University of Rhode Island, 2003

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Daniel J Marean

Daniel J Marean

Financial Advisor

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Designations

MBA, CFA

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Family Finances

Education

BS, Finance - Northeastern University, 2002, MBA, Investments, Economics – Bentley University, 2013
CA Insurance #0M28751

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Christine DelBrocco

Christine DelBrocco

Financial Advisor

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Designations

CRPC®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Retirement Income Strategies
CA Insurance #0H22117

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Alexander Kezer

Alexander Kezer

Financial Advisor

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Designations

CMFC®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Saving for Education

Education

B.S. Finance, Lasell College, 2014

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