SETH CORKIN, CFP^®, ChFC^® , EA

Personal CFO

Graduate: University of Wisconsin
Past Firms: Bainco International Investors; The Colony Group
Member: MA Chapter of the Financial Planning Association

• 2017 Volunteer of the Year
• Dana Farber Pro-Bono program
• MIDAS Collaborative Pro-Bono Program
• Next Gen Committee
• Finance Committee

Enrolled Agent Before the IRS
Thinks in spreadsheets
Home: Brookline with fiancée, Olivia

RENE JARQUIN

Chief Investment Officer

Graduate: The Wharton School; Northwestern’s Kellogg School of Management
Past Firms: BNY Mellon; Merrill Lynch Private Client Group; Springwell Capital Partners; GE Capital

Member:

• Home for Little Wanderers: Chair of Sub-Investment Committee
• Boston Chapter of The Association of Latino Professionals for America (ALPFA): Active Board Member; Past President
• Latino Legacy Fund: Charter Member
• Mass Ventures (State of Massachusetts venture capital arm): Board Member (appointed by Gov. Charlie Baker)

Speaks with hands
Home: Born in Nicaragua, now in Wellesley with wife Nancy & 2 daughters

SHAUN ERICKSON

CFP^® | Chief Planning Officer & Personal CFO

SUSAN SNYDER

Director of Persistency

Susan may be camera shy, but, she is not shy about making sure things get done. We think of it as polite, persistent, nudging to make sure all the action items on your plate are being completed.
Graduate: University of Michigan
Past Firms: Baystate Financial Services, Mass Biotech Council
Celebrates checked-boxed
Home: Brookline with husband Rich & our daughter

Outtakes