Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Daniel Gamm

CRPC

Private Wealth Advisor

President of TW Financial Group
Learn more about Daniel Gamm Visit Daniel Gamm's website

Harold V Cardoza

CFP®

Financial Advisor

Learn more about Harold V Cardoza Visit Harold V Cardoza's website

Dennis Roy

MBA

Financial Advisor

Learn more about Dennis Roy Visit Dennis Roy's website

Greg Silva

CFA®, CRC®

Financial Advisor

Senior Vice President of TW Financial Group
Learn more about Greg Silva Visit Greg Silva's website

Kayla Ballou

CRPC

Associate Financial Advisor

Learn more about Kayla Ballou Visit Kayla Ballou'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

Client Concierge

Kalyn Mobley

Kalyn Mobley

Client Concierge

Avery Lennox

Avery Lennox

Executive Assistant

Trevor Spring

Trevor Spring

Client Concierge

Sandra Gamm

Sandra Gamm

Client Concierge