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Leadership and Staff

Leadership and Staff

John joined Penn Mutual in 2013 as President and CEO of its career agency in Boston. In his current role, he is responsible for managing and developing a broad range of business areas from recruiting and training, to production and...

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Debbie joined Penn Mutual in 2013 as Office Manager for Concord Wealth Management and in less than a year she was promoted to Chief Operating Officer (COO). She is responsible for the day-to-day oversight and administration of the...

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Matt joined Concord Wealth Management in 2010 as a Financial Advisor. Matt’s diligent work and dedication quickly led to his promotion to Vice President in 2013...

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Christopher joined Concord Wealth Management in 2014 as a Financial Advisor. Christopher’s background, efforts and dedication quickly led him to an advisor coach role in early 2015, where he helps develop incoming advisors with...

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Interested in learning how Andrew can help you take control of your financial future? Come in for a complimentary meeting to discuss your financial goals. Please complete this form and I will get in touch with you shortly.


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Deborah Halpern

Director of Licensing and On-Boarding / Director of Campus Recruitment

(781) 966-2994

Madeline Colon

Receptionist / Administrative Assistant



Kellie McKenna

New Business Specialist