Broker Check

CFN Insurance Team

CFN Insurance Team

Our partnership with Commonwealth Financial Network®, a leading independent broker/dealer, provides us access to a team of insurance and risk management specialists at Commonwealth who assist us in our efforts to provide you with the best possible service. Each of the professionals on this team brings a breadth of experience in the industry and within his or her own specialization. You can learn more about this team below.


Ethan Young
Director, Insurance and Annuities

Shannon Brennan
CLU®, ChFC®
Director, Insurance Operations

Susan Kobara
MBA, CLTC
Supervisor, Long-Term Care

Noah Wizer-Vecchi
CLU®, ChFC®, CLTC, CFP®
Senior Insurance Product Consultant

Thomas Bonner
Insurance Product Consultant

Michael Callahan
Insurance Product Consultant

John Henkelman, CFP®
Insurance Product Consultant

Jim Doucette
Insurance Product Consultant

Michele Santiago
Insurance Product Consultant

Melissa Falone
Team Lead, Insurance Operations

Susan Carrozza
Case Manager

Jenna Maloney
Case Manager

Matthew Chasey
Case Manager

Ryan McNamara
Case Manager

Rebecca Riter
New Business Associate

Tim Helman
New Business Associate

Katherine Pierce
New Business Associate

Maria Lozano
New Business Associate