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

More about me...

Contact

daniel.t.wilson@ampf.com

617.500.4957

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...

Contact

Jaime.Barnes@ampf.com

508.824.3655

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...

Contact

Joshua.Sokol@ampf.com

617.500.4957

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

More about me...

Contact

Paul.A.Romano@ampf.com

617.600.3652

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...

Contact

Daniel.Marean@ampf.com

978.537.4588

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...

Contact

Christine.L.Delbrocco@ampf.com

978.537.4588

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

More about me...

Contact

Alexander.Kezer@ampf.com

617.500.4957

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

Judy Bouchard

Judy Bouchard

Client Service Manager

More about me...

Contact

judy.bouchard@ampf.com

617.500.4957 Ext. 126

Lucia Renda

Lucia Renda

Client Service Manager

More about me...

Contact

lucia.renda@ampf.com

978.537.4588

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

Mary Costa MS-PFP, CFP®, APMA®

Operations Manager

More about me...

Contact

mary.c.costa@ampf.com

617.500.4957 Ext. 109

Qualifications

  • BS, Economics & Finance - Bentley University
  • Working in the financial services industry since 1996
Jennifer Taber, CMFC<sup>®</sup>, APMA<sup>®</sup>

Jennifer Taber, CMFC®, APMA®

Investment Manager

More about me...

Contact

jennifer.taber@ampf.com

617.500.4957 Ext. 118

Qualifications

  • BS, Finance - Bentley University
  • Working int he Financial services industry since 2011
Emily Rome

Emily Rome

Business Development Manager

Financial Planning Assistant
More about me...

Contact

emily.r.rome@ampf.com

617.500.4957 Ext. 122

Qualifications

  • BS, Marketing - Bentley University
  • Working in the financial services industry since 2011
Alexis Bouchard

Alexis Bouchard

Marketing Manager

More about me...

Contact

alexis.bouchard@ampf.com

617.500.4957 Ext. 101

Qualifications

  • BS in Marketing - University of New Hampshire
Tyler Corcoran

Tyler Corcoran

Operations Specialist

Marketing Specialist
More about me...

Contact

John.Tyler.Corcoran@ampf.com

617.500.4957 Ext. 134

Leslie MacDonald

Leslie MacDonald

Office Manager

More about me...

Contact

Leslie.1.Macdonald@ampf.com

617.500.4957 Ext. 140

Kevin Plodzik

Kevin Plodzik

Investment Specialist

More about me...

Contact

kevin.plodzik@ampf.com

617.500.4957 Ext. 143