TW Financial Group

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Team photo for TW Financial Group
Team photo for TW Financial Group

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Advisors

Daniel Gamm

CRPC

Private Wealth Advisor

President of TW Financial Group
Visit Daniel Gamm's website

Lynn Munoz

CRPC, CDFA®, CLTC®

Financial Advisor

Visit Lynn Munoz's website

Bill Martin

Financial Advisor

Visit Bill Martin's website

George Panagos

Financial Advisor

Visit George Panagos's website


Team

Avery Lennox

Avery Lennox

Executive Assistant

Debra Page

Debra Page

Practice Manager

Personal Intro

Been with us since 2009.

Qualifications

  • B.S.B.A. in computer programming from Western New England College.

Roles & Responsibilities

  • Manages staff and interns
  • Answers questions and provides readily available information to guests
  • Management of day-to-day office duties
  • Human Resources/personnel and payroll
  • Special Projects
  • Backup for Glen on trades
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Emany Cardoso

Emany Cardoso

Client Concierge

Kalyn Mobley

Kalyn Mobley

Client Concierge

Margaret Walz

Margaret Walz

Operations Manager

Personal Intro

Been with us since 2007.

Qualifications

  • Associate degree from Katherin Gibbs.

Roles & Responsibilities

  • Sets up new guest's and accounts
  • Has a direct link to Ameriprise Home Office
  • Submits and tracks insurance applications and underwriting
  • Submits and keeps track of all processing to guests and home office
  • Answers questions and provides readily available information to guests
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Marisa Garber

Marisa Garber

Client Relationship Manager

Personal Intro

Been with us since 2000.

Qualifications

  • Bachelor's of Science in Biology from the George Washington University and a Masters in Physical Therapy from Simmons College.

Roles & Responsibilities

  • Concierge to our guests
  • Prepares and updates paperwork for Dan's guest meetings
  • Contact guests with appointment details
  • Greets our guests
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Nate Schmitt

Nate Schmitt

Investment Specialist,

Client Concierge

Personal Intro

Been with us since 2022.

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Sandra Gamm

Sandra Gamm

Client Concierge