The Team

Skyeburst Wealth Management

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer™ recognition in:

· “Unbiased, puts my interest first”

· “Explains things in understandable terms”

· “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


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Skyeburst Wealth Management
Skyeburst Wealth Management

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Our Advisors

Daniel T Wilson

Daniel T Wilson

Private Wealth Advisor

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Designations

CFP®, ChFC®, CLU®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Saving for Education

Education

BS, Finance - Bentley University, 1997, Financial Planning - American College, 2003
CA Insurance #0D13014

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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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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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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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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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Our Staff

Alexis Bouchard

Alexis Bouchard

Marketing Manager

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Judy Bouchard

Judy Bouchard

Client Service Specialist

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Tyler Corcoran

Tyler Corcoran

Operations Specialist

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

Mary Costa MS-PFP, CFP®, APMA®

Operations Manager

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Andrew Enright

Andrew Enright

Paraplanner

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Jill Herrick

Jill Herrick

Operations Specialist

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Mary Incera

Mary Incera

Intern

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Leslie MacDonald

Leslie MacDonald

Office Manager

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Erin Moynihan

Erin Moynihan

Business Development Director

Chief Operating Officer
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Katie O'Connell

Katie O'Connell

Paraplanner

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Kevin Plodzik APMA<sup>®</sup>

Kevin Plodzik APMA®

Investment Specialist

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Lucia Renda

Lucia Renda

Client Service Specialist

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Emily Rome

Emily Rome

Business Development Manager

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

Jennifer Taber AMPA®, CMFC®

Investment Manager

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