Jeremy joined the Concord Wealth Management in late 2019. Having previously been a broker with Mass Mutual while working with Rebecca Rice and Associates. Jeremy and his wife are also owners of Assisted Living Homes in Scottsdale...
Scott joined Concord Wealth Management in 2020 and has been a Financial Professional since 2009, having previously worked as a Manager at UPS for 20 years. Scott works with small package transportation management sort out their financial...
An accomplished Financial Services professional, Albie has over 17 years of serving clients as a financial service professional with Concord Wealth Management. Albie’s career and focus in her practice is in promoting seminars on...
Alex began working in the financial services industry in 2009 and has developed a comprehensive understanding of insurance and financial services through his time working alongside successful advisors in the financial planning industry...
New Business Specialist
Brian began working in the financial services industry in 1978 with American Mutual out of Wakefield, Ma. and has developed over the years a comprehensive book of business including business owners , CPA's and Lawyers. Outside of his...
Cara Sullivan Drew is a Vice President and Financial Professional with Concord Wealth Management where she works with individuals and families designing both short-term and long-term financial saving strategies. She started her career...
Background and Professional Experience:In 1999, Joe co-founded OM Financial Group, a firm specializing in non-qualified executive retirement and benefit plans for non-profit institutions. OM Financial Group grew to over 180 credit...
Donna Shelton-Monkus created Simple Financial Solutions in fall of 2020 with a strong purpose; to simplify finances for hard-working individuals. She’s both the founder and CEO of this company that utilizes their simple stage...
Erick G. Colon joined Concord Wealth Management in 2014 as a Financial Advisor, having previously worked with ING Financial Partners in Boston. Erick graduated from the University of Massachusetts Lowell with a B.S. degree in Finance...
As a financial professional with Concord Wealth Management, Jim helps his clients prepare for a secure financial future with strategies that are focused on individual needs. Jim has been in the financial services industry for more than...
Client Services Advocate
Background and Professional ExperienceSince 1991, Mike has been advising corporations with insurance and investment strategies. For the last 17 years, Mike’s attention has focused on helping financial...
Paul Carag is a life insurance producer who is a career agent with Concord Wealth Management, a member of the Million Dollar Round Table (MDRT) and owns an insurance brokerage firm with his wife Esther since 2009. They specialize in...
Background and Professional Experience:Rebecca began her career in insurance as a single mom with three children. She understands the challenges of young families, working mothers, and the drive to gain financial security in a...
Sam recently joined Concord Wealth Management this year. His company, Integrated Risk Management Services (IRMS) specializes in life and disability insurance. He also holds licenses in property/casualty, commercial, and health- making...
Stephen D. Chaput is a retired Deputy Chief of Police from the Dracut Police Department where he worked from 1987-2021. Stephen was a member and served as Commander of NEMLEC SWAT and Regional Response Team. He responded to 2...