The Team
The Team
Jeremy Wassermann
Financial Professional
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 Guldin
Financial Professional
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...
Albie Cote
Financial Professional
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 Casella
Financial Professional
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...
Brian Santaniello
Financial Professional
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...
D. Faris "Joe" Malouf, REBC, RHU, CFBS
Premier Partner
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
Financial Professional
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
Performance Specialist
erick.colon@cwmofnewengland.com
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...
James Cote, MBA
Financial Professional
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...
Michael Downey, CLU, LUTCF
Premier Partner
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
Financial Professional
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...
Rebecca Rice
Financial Professional
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 Russell
Financial Professional
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 Chaput
Financial Professional
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...