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...

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Tom Alessi*

Investment Advisor Representative

617-682-7374

tom@westwood-wealth.com

Tom is president at Westwood Wealth Advisors located at 134 Rumford Avenue, Suite 201 Newton MA 02466. He has over 15 years’ experience in financial services. At Westwood Wealth Advisors our focus is to put the client first,...

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John W. Breedlove*, III CLU

General Agent

617-916-5155 x105

jbreedlove@moodystreet.com

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...

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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...

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Albert Dolan, LUTCF

Financial Professional

617-916-5155 x129

617-916-5157

adolan@moodystreet.com

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...

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Gary Doodlesack*

Financial Services Representative

617-916-5155 x110

617-916-5157

gdoodlesack@moodystreet.com

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,...

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Elsie E. Ewing-Mitchell*, MBA

Associate General Agent

617-916-5155 x103

eewing@moodystreet.com

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...

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Kathleen Finnegan

Financial Professional

617-916-5155

kfinnegan@Finnegan-Insurance.com

Kathleen Finnegan has over 20 years of experience in the insurance industry focusing on Individual and Group Benefits. Kathleen offers her clients a complete suite of insurance products to provide them with the convenience of having...

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George Gatzunis*

Investment Advisor Representative

617-916-5155 x119

617-916-5157

ggatzunis@moodystreet.com

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,...

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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...

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Sandhya Kalkunte* JD, LLM, CFP®

Investment Advisor Represestative

617-916-5155 x104

skalkunte@moodystreet.com

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...

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John F. Kendrick

Financial Professional

617-916-5155

617-916-5157

jkendrick@moodystreet.com

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...

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Jennifer Magny

Financial Services Professional

617-916-5155

617-916-5157

jmagny@moodystreet.com

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...

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Tim May* ChFC®

Investment Advisor Representative

617-916-5155 x106

671-916-5157

tmay@moodystreet.com

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...

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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...

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John P. Orthman*, MBA

Investment Advisor Representative

617-916-5155

jorthman@moodystreet.com

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...

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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...

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Craig E. Richardson, Jr*

Financial Services Representative

617-916-5155 x111

617-916-5157

crichardson@moodystreet.com

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...

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Alexander Samaras*

Financial Services Representative

617-916-5155

617-916-5157

asamaras@moodystreet.com

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...

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Brendan T Spillane

Financial Services Professional

617-916-5155 x133

617-916-5157

bspillane@moodystreet.com

Brendan began his career in Financial Services with the Moody Street Group in 2017 after gaining experience in the Technical Recruiting field. With the Moody Street Group, he works with individuals, professionals, business owners and...

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Chad Steiner*

Investment Advisor Representative

916-660-6673

617-916-5157

csteiner@moodystreet.com

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...

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Renee Suchy

Financial Professional

617-916-5155

rsuchy@moodystreet.com

Renee joined the Moody Street Group in 2017 following a career in non-profit social services where she has performed organizational, project, program and training development for non-profit agencies, departments and professionals. In...

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Albert Tsagikayan

Financial Professional

617-916-5155 x132

atsagikayan@moodystreet.com

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...

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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...

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