Broker Check

Our Associates

Magid Alawad*, FSCP®

Financial Services Representative

As a Financial Services representative, Magid Alawad’s mission is to assist individuals, executives, professionals and business owners in defining their financial goals and and helping to secure their financial future with...

Read more

Tom Alessi*

Investment Advisor Representative

617-682-7374

617-916-5157

[email protected]

Tom has been working in financial services since 1999 and has developed a strategy that he refers to as “Your Guide to a More Efficient Retirement Plan”.

Read more

John W. Breedlove*, III CLU

General Agent

617-916-5155 x105

[email protected]

John has over 36 years of experience in the Financial Services field working with companies such as Prudential, New England Financial and MetLife serving the needs of individuals, families, professionals and business owners by working...

Read more

John V. DiLorenzo* CLU, ChFC, LUTCF

Investment Advisor Representative

John entered the Financial Services field in 1979, upon graduation from Western New England College, with the Prudential. Since then he has worked with individuals, executives, professionals and business owners to assist them in...

Read more

Albert Dolan, LUTCF

Financial Professional

617-916-5155 x129

617-916-5157

[email protected]

Al entered the Financial Services Industry in 1984 and has worked diligently to serve the needs of his clients. Throughout his career Al has dedicated himself to working with his clients on their protection and insurance goals and has...

Read more

Gary Doodlesack*

Financial Services Representative

617-916-5155 x110

617-916-5157

[email protected]

After an extensive career in the Engineering field with companies such as Stone & Webster, MITRE Corporation and Mitsubishi Electric, Gary entered the Financial Services Field in 2004. Since then he has worked with individuals,...

Read more

Elsie E. Ewing-Mitchell*, MBA

Associate General Agent

617-916-5155 x103

[email protected]

Elsie transitioned from the world of a research scientist into Financial Services in 1982 with AXA Financial Partners. She has been breaking new ground ever since helping her clients with their financial objectives and working with and...

Read more

George Gatzunis*

Investment Advisor Representative

617-916-5155 x119

617-916-5157

[email protected]

George began his career as a Financial Representative with The Moody Street Group, LLC in February of 2012 after gaining experience in the Banking industry. With The Moody Street Group, LLC he is able to assist individuals,...

Read more

John P. Huntington*, CLU, ChFC

Investement Advisor Representative

Professional Background A veteran of the financial services industry since 1970, John Huntington* brings experience as a financial advisor. During his career, John also ran his own General Agency with the Guardian, in Rhode Island and...

Read more

Sandhya Kalkunte* JD, LLM, CFP®

Investment Advisor Represestative

617-916-5155 x104

[email protected]

Prior to joining The Moody Street Group in 2017, Sandy worked with companies such as AXA, MetLife, Fidelity and Bank of America where she assisted individuals, executives, professionals and business owners develop and implement...

Read more

John F. Kendrick

Financial Professional

617-916-5155

617-916-5157

[email protected]

Jack has 30 years of experience of assisting clients with their financial challenges, helping them to establish clear and concise goals and objectives. He has assisted individuals, businesses, governments and non profit agencies. Jack...

Read more

Jennifer Magny

Financial Services Professional

617-916-5155

617-916-5157

[email protected]

Jennifer joined the Moody Street Group in 2017 with over 10 years of proven experience and knowledge in the Supplemental Health Care space. She has worked with countless families in need of affordable health insurance as well as...

Read more

Tim May* ChFC®

Investment Advisor Representative

617-916-5155 x106

671-916-5157

[email protected]

Since beginning his financial services career in 1994 with John Hancock, Tim has assisted successful individuals and families, family and closely-held business and their entrepreneurial owners and executives design customized...

Read more

JoAnn R. Napoli-Winant*, CLU, ChFC, LUTCF

Investment Advisor Representative

617-916-5155 x131

617-916-5157

JoAnn entered the Financial Services industry in 1992 with MetLife where she was one of the first representatives in the Northeast to become a Financial Planner. She joined the financial services industry following several years in...

Read more

John P. Orthman*, MBA

Investment Advisor Representative

617-916-5155

[email protected]

John has over 25 years of experience in financial services with industry leaders that include Fidelity Investments, New England Financial, MetLife and OneAmerica Securities. His experience encompasses customer service, problem...

Read more

Stella Pathiakis

Financial Services Professional

After 30 years of growing a successful manufacturing company with her husband A. John, Stella decided to sell her business and make a career change. After three years in Financial Services at New York Life, she joined The Moody Street...

Read more

Craig E. Richardson, Jr*

Financial Services Representative

617-916-5155 x111

617-916-5157

[email protected]

Prior to joining The Moody Street Group in 2013 Craig had over 9 years of experience in the financial services industry with MetLife where he was a Financial Professional. He has an extensive background in insurance as well as...

Read more

Alexander Samaras*

Financial Services Representative

617-916-5155

617-916-5157

[email protected]

Alex entered the financial services field in 2006 with Ameriprise Financial were he successfully developed his practice through a personal planning process based on helping his clients indentify their goals and developing personalized...

Read more

Chad Steiner*

Investment Advisor Representative

916-660-6673

617-916-5157

[email protected]

As Investment Advisor Representative, Chad Steiner is dedicated to providing quality planning strategies to his clients. Chad brings a perspective to planning that helps people understand how money really works and see the...

Read more

Albert Tsagikayan

Financial Professional

617-916-5155 x132

[email protected]

Albert joined Moody Street Group, LLC in April 2015, excited by the opportunity of practicing a Values Based approach in working with his clients. Originally from Armenia, Albert lived and worked in Russia where he practiced for over...

Read more

Michael M. Walsh, LUTCF

Financial Professional

617-916-5155 x126

Mike entered the Financial Services field in 1980 after beginning his career in education as a teacher and athletic director in the Newton, MA public school system. Begining his Financial Services Career with Union Central he was both...

Read more

Andrea Laws

Financial Professional

(617) 916-5155 x133

(617) 916-5157

[email protected]

Andrea began her career as a Financial Professional with The Moody Street Group, LLC in June of 2018 after spending twenty years educating middle and high school students. Helping others achieve success in a variety of ways has held...
Read more

Bertram Travers

Financial Professional

(617) 916-5155 x127

(617) 916-5157

[email protected]

Bertram J. (B.J.) Travers began his career as a Financial Professional with The Moody Street Group, LLC in June of 2018 after gaining experience in the Mortgage industry. He owned his own Mortgage Brokerage and fully understands the...
Read more

Jim Lang

Financial Professional

(617) 697-7288

(617) 916-5157

[email protected]

Jim Lang began his career with The Moody Street Group, LLC in March of 2018 after over 30 years of experience in the Employee Benefits field. He owned his own Employee Benefits Company Orchard Insurance Brokerage Inc. which he ran...
Read more

Patricia Massenburg*, LUTCF®

Financial Services Representative

617-916-5155 x106

617-916-5157

[email protected]

Pat entered the Financial Services Industry in 1989 with MetLife following a career in the Healthcare Industry where she worked for 15 years with Brigham and Women's Hospital in the Oncology field. In 2018 she joined the Moody Street...
Read more