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.


Our Advisors

Daniel T Wilson

Daniel T Wilson

Private Wealth Advisor

More about me...

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

VISIT MY WEBSITE

Jaime Barnes

Jaime Barnes

Financial Advisor

More about me...

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

VISIT MY WEBSITE

Joshua Sokol

Joshua Sokol

Financial Advisor

More about me...

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

VISIT MY WEBSITE

Paul Romano

Paul Romano

Financial Advisor

More about me...

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

VISIT MY WEBSITE

Daniel J Marean

Daniel J Marean

Financial Advisor

More about me...

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

VISIT MY WEBSITE

Christine DelBrocco

Christine DelBrocco

Financial Advisor

More about me...

Designations

CRPC®, APMA®

Top Areas of Focus

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

VISIT MY WEBSITE

Alexander Kezer

Alexander Kezer

Financial Advisor

More about me...

Designations

CMFC®, APMA®

Top Areas of Focus

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

Education

B.S. Finance, Lasell College, 2014

VISIT MY WEBSITE

Our Staff

Alexis Bouchard

Alexis Bouchard

Marketing Manager

Judy Bouchard

Judy Bouchard

Client Service Specialist

Tyler Corcoran

Tyler Corcoran

Operations Specialist

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

Mary Costa MS-PFP, CFP®, APMA®

Operations Manager

Andrew Enright

Andrew Enright

Paraplanner

Jill Herrick

Jill Herrick

Operations Specialist

Mary Incera

Mary Incera

Intern

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

Emily Rome

Emily Rome

Business Development Manager

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

Jennifer Taber AMPA®, CMFC®

Investment Manager