About

Samuel Bolton, Planning Analyst, joined CFG in 2024 after graduating from the University of Colorado Boulder with a degree in economics. Sam plays an integral role supporting our Design Center and overseeing comprehensive financial planning services for our clients. Sam began his career in financial services during college, serving as an intern with Capstone Colorado, a financial planning and wealth management firm in Denver, Colorado.

Prior to college, Sam attended the Vail Ski and Snowboard Academy and was a competitive FIS level alpine racer with Ski Club Vail. Outside of work, Sam enjoys mountain biking, skiing, camping, and everything outdoors. He is actively involved in the community, participating in youth coaching opportunities. Sam is a true New England sports fan despite growing up in the Rocky Mountains of Colorado and cherishes time spent with family and friends.

Dan oversees the firm’s Wealth Strategy team at Commonwealth Financial Group, ensuring that advisors have access to specialists to help deliver the highest level of service in advanced planning, estate planning, and investment strategies. Dan’s leadership ensures both advisors and clients benefit from an active process designed with ongoing experiences and support.

With over 10 years of experience, Dan has created more than 10,000 financial plans and dedicated over 10,000 hours to research and learning, making him a subject matter expert in the field. His journey in financial planning began after graduating from Bentley University in 2012, driven by a passion for helping others.

Actively engaged in the Financial Planning Association (FPA), Dan holds prestigious designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®) and Retirement Income Certified Professional (RICP®). His credentials also include Series 7, 66, 24, and various state LAH licenses.

Sarah is a member of Commonwealth Financial Group’s internal financial planning team, partnering with advisors to support comprehensive financial planning through a collaborative, team-based approach.

She holds her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, Series 7, Series 66, and various state LAH licenses. She graduated from Roger Williams University with a bachelor’s degree in finance and a minor in business management.

As an Estate Planning Strategist at Commonwealth Financial Group, Chelsea focuses on meeting the needs of affluent families in the private banking and wealth management space. Previously, she served as a Senior Client Experience Manager at Key Private Bank in Connecticut, where she was responsible for the overall delivery of plans for high-net-worth clients across a team of investment, fiduciary, and planning strategists.

Chelsea’s holistic approach centers on the client, ensuring efficiency both during and after the client’s lifetime, with a special focus on preserving peaceful familial relationships throughout the process.

She is a graduate of the University of Vermont and the Western New England University School of Law.

As Advanced Planning Strategist at Commonwealth Financial Group, Andrew works directly with advisors on the pre-sale analysis and design of Advanced Planning cases in the Business High Net-Worth, Estate Planning, and Personal High Net-Worth Markets. Andrew brings a creative thought process to opportunities, helping clients and advisors acknowledge and address various planning opportunities. His approach focuses on pairing timely concepts and unique funding ideas to specific client situations with an emphasis on future flexibility.

Before joining Commonwealth Financial Group, Andrew spent 10 years at First American Insurance Underwriters, a full-service Brokerage General Agency in the Boston Area. As a Senior Case Design Specialist, he worked with top national insurance producers from a multi-carrier design standpoint.

As an Investment Planning Strategist at Commonwealth Financial Group, Todd works with clients to help them achieve their financial goals while supporting advisors in understanding the investment landscape and identifying potential solutions.

Prior to his current role, Todd worked at Bank of New York Mellon as an Associate Wealth Manager, overseeing more than $1 billion in assets under management. He also worked at Fidelity Investments as an Internal Wholesaler, selling Fidelity’s mutual funds, 529 plans, and retirement products to financial advisors, generating over $300 million in mutual fund sales. Todd received his Bachelor of Science in Finance from Lehigh University in 2012 and his MBA from Babson College in 2022.

He holds Series 7, Series 63, and Massachusetts Life and Health licenses.

Alex serves as an Investment Operations Coordinator, supporting advisors and their teams with account openings, investment transactions, and day-to-day operational needs. Known for his responsiveness and attention to detail, he works closely with advisors to provide timely answers and ensure a seamless client experience.

Alex is well-versed in MMLIS product requirements and utilizes his expertise with MMLIS systems to efficiently process investment accounts and annuities while maintaining operational accuracy and compliance.

Stephanie supports the implementation of insurance solutions, helping ensure each process is coordinated accurately and efficiently. She works closely with the team on insurance-related operations to help keep implementation moving smoothly and deliver a seamless client experience.