Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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

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Our advisors

Advisor photo for Daniel Gamm

Daniel Gamm

CRPC

Private Wealth Advisor

President of TW Financial Group
Learn more about Daniel Gamm Visit Daniel Gamm's website
Advisor photo for Greg Silva

Greg Silva

CFA®, CRC®

Financial Advisor

Senior Vice President of TW Financial Group
Learn more about Greg Silva Visit Greg Silva's website
Advisor photo for Kayla Ballou

Kayla Ballou

APMA®, CRPC

Financial Advisor

Learn more about Kayla Ballou Visit Kayla Ballou's website
Advisor photo for Lynn Munoz

Lynn Munoz

CRPC, CDFA®, CLTC®

Financial Advisor

Learn more about Lynn Munoz Visit Lynn Munoz's website


Our team

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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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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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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Kalyn Mobley

Kalyn Mobley

Client Concierge

Sandra Gamm

Sandra Gamm

Client Concierge

Emany Cardoso

Emany Cardoso

Client Concierge

Braely Neto

Braely Neto

Administrative Assistant

Mildred Johnson

Mildred Johnson

Client Concierge

Michael Bush

Michael Bush

Intern