About Us | Our Team

The people who work at Commonwealth Financial Network not only have the knowledge and experience to help you pursue your financial goals, but they also happen to be extremely great folks, too! Our staff is always ready to address your concerns, answer your questions, and help put you at ease.
CFN Advanced Planning Team

Our partnership with Commonwealth Financial Network®, a leading independent broker/dealer, provides us access to a team of Advanced Planning specialists at Commonwealth who assist us in our efforts to provide you with the best possible service. You can learn more about this team below.


Tere D'Amato
Vice President, Advanced Planning

Gavin Morrissey
Senior Vice President, Wealth Management

David Juliano
Senior Advanced Planning Consultant

Rose Watson
Manager, Advanced Planning

Jo Rhee
Advanced Planning Consultant

Kol Birke
Director, Technology Product Evolution & Financial Behavior Specialist

Justin Duft
Advanced Planning Consultant
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