Meet Our Financial Team

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 developed a focus on working families impacted by special needs. Having worked with organizations such as MetLife, Ohio National and Mutual of Omaha, he joined The Moody Street Group, LLC in 2013.

Joining The Moody Street Group has enabled Al to take a Values Based approach to his efforts in the Special Needs Community as well working with individuals, families, professionals and business owners in working towards their protection goals. He is excited to contribute to The Moody Street Group by leading a team of fellow financial professionals in developing a network of resources in fields such healthcare, social, legal and accounting services, who are also passionate about working with families impacted by special needs issues.

A graduate of Massasoit College with an AS in Science, he is a resident of Attleboro, Massachusetts. 

Alison has been in Financial Services since 2007 and joined the Moody Street Group in 2025.  With the Moody Street Group, she combines her financial experience with a Values Based philosophy to help bring clarity for her clients on their financial goals and their path forward.  Regardless of where they are starting from, she offers options and coaching that help to address a variety of individual and small business needs.

Alison believes in providing comprehensive financial solutions to meet the needs of her clients.  She can provide a wide range of products and services to help meet the needs of her clients, and she prides herself on creating lasting relationships and works with a network of experienced professionals.  A focus area for Alison is helping women in transition feel more confident and in control of their financial futures.

She is a resident of Hanson Massachusetts and a graduate of Boston University.

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 enormous appeal to Andrea, whether teaching English as a foreign language in South Korea, middle school English language arts in Chelsea, or American, British or World Literature to high school students in Haverhill.  She is transferring those skills to helping educate her clients on financial strategies.  With The Moody Street Group, she is able to assist individuals, professionals, executives and business owners working toward their financial goals, with a values-based approach focused on their priorities.

The recognition that has meant the most to me over my career has not come from any single client meeting but from the kind of sustained commitment that compounds over time. During my time with MassMutual, I became the second youngest African American advisor in the firm's 175-year history to qualify for the Blue-Chip Council. At MetLife, I became the youngest African American advisor, and only the second in the firm's 155-year history, to qualify for the President's Council. Both programs recognize the top two to three percent of advisors nationally. I share those milestones not as personal accolades but because they reflect the standard I hold myself to in every client relationship.

My work today spans two areas I find equally meaningful. I work directly with families and business owners on the long-term financial strategies that shape their lives, and I play a key role in growing The Moody Street Group's financial professional network across New England and beyond. Both draw on the same underlying commitment. Financial strategies, to be worth anything, has to be genuinely customized to the person it is meant to serve.

I speak regularly on entrepreneurship, marketing, and financial strategy, and I believe strongly that financial literacy is one of the most consequential things a person can develop. Understanding how money works, how to protect it, and how to use it in service of the life you want to live changes the decisions people make, and those decisions add up.

I am a graduate of Bentley University in Waltham, Massachusetts, where I studied Finance, and I remain actively involved with the university as a member of the Alumni Association and the President's Club. Outside of work, I spend time with my family and on the golf course.

• BS, Finance, Bentley University
• MDRT Court of the Table Qualifier
• Multi-Year, Boston Magazine Five Star Wealth Manager

Bibek joined Moody Street Group in 2025 to help individuals, professionals, business owners and families make confident financial decisions.  He takes a Values-Based approach in collaborating with clients to align financial behavior with what is truly important in their lives, as they work towards life’s goals.  His ability to explain financial concepts clearly and his genuine interest in helping people make him a trusted guide for his clients.

He brings a diverse background to the financial services industry including military service, creative work in film-making, IT support services and retail business ownership.  These experiences help to shape how he listens, communicates, and solves problems.  Whether it is developing strategies for retirement, protecting a family’s future, or building a solid financial foundation, Bibek is committed to learning, improving, and making a difference for the people he serves.

Originally from Nepal he is a Veteran of the U.S. Navy where he served for eight years and is a graduate of Virginia Tech, with a BS in Industrial and Systems Engineering, a BA in Theater Arts and Cinema and a Mathematics Minor.  He resides with his family in Woburn Massachusetts.

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 economics of all assets: Protection Assets, Savings Assets and Growth Assets. It is the coordination and integration of those assets that matters, not any particular company or product.

Chad Steiner started his career in Financial Services with New England Financial in 2001. He quickly became an indispensable asset to the General Agent’s Strategic Planning Team.

In 2004, Chad and 4 other advisors opened an independent planning firm in Westborough, MA. It is there that Chad took the reigns as the firm’s COO and CFO. For the next 7 years, Chad gained a reputation of serious, and product neutral planning for his clients.

Chad carved a niche in the Executive Advisory space over the last 14 years. Through his experience in understanding the Overlapping Challenges of Business, Family & Wealth, Chad has helped numerous business owners, executives and investors understand the unique relationship that is to have ownership in a business and what that means as a personal asset by coordinating and integrating the business financial model as well as the personal financial model.

Fast forward to 2015. Chad joined Newton based boutique planning firm, The Moody Street Group, as Investment Advisor Representative.

Chad and his wife Terri reside in Princeton, MA on their mini farm and he has two adult step-children, Sarah and Adam, who both live nearby in Holden and Worcester.

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 investments and financial strategies. Craig worked with individuals, professionals and business owners to help find solutions for their financial concerns. He has assisted his clients in bringing their strategies to fruition. With The Moody Street Group, he is excited to have the opportunity to bring a values based approach to working with clients to help them align their strategies with their values.

Craig is a native of Berkshire County and a graduate of Worcester State University with a Bachelor's of Science in Business Administration, Finance & Accounting. He has lived the past 14 years in Webster, MA with his wife, Britt, and their two daughters.

My path into financial services began in a laboratory. After completing my doctoral work in Biochemistry at the University of Toronto, I spent years as a research scientist before making a career change into financial services in 1982 with AXA Financial Partners. The precision and analytical discipline of scientific work translated well into this profession, and helping real people build toward their financial goals drew me in fully.

Through my time with AXA and then with New England, I built my practice and moved into agency development. There, I became the first minority woman to serve as General Agent in New England's history, a history that extends back to 1835. That role reinforced a belief I had already developed: developing the professionals who serve clients is just as important as serving clients directly. Training and mentoring new financial services professionals has been a consistent part of my work ever since.

The Moody Street Group was built on a premise I was glad to help establish. Clients in the Greater Boston area deserve the kind of attentive, personal service that a focused, community-rooted firm can provide, and I was instrumental in forming this firm to do exactly that. I serve as Managing Partner today.

I live in Marlborough, Massachusetts, with my husband, Derek.

• PhD, Biochemistry, University of Toronto
• MBA, Finance

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, professionals and business owners, to develop strategies and options to address their financial needs. Joining The Moody Street Group, LLC in 2012 allowed Gary to employ a values-based approach to assisting his clients by helping them to focus on the issues most important to them.

Gary has an MBA from Boston University with High Honors and Beta Gamma Sigma qualification, as well as an MS in Electrical Engineering and a BS in Physics from Brown University. A native of Medford, Gary is an avid sailor and devoted to his family, and a former Commodore of the Falmouth Yacht Club. He resides in Reading, Massachusetts.

George began his career as a Financial Representative with The Moody Street Group in February of 2012 after gaining experience in the banking industry.  While with The Moody Street Group he obtained his Investment Advisory Representative (IAR) registration, allowing him to assist individuals, professionals, executives, and business owners in working toward their financial goals.  George is committed to Creative, Values-Based Financial Strategies and economics-based principles in serving the needs of his clients.  By developing customized financial strategies and implementing suitable options he helps his clients make progress towards their personal and business financial objectives.  In 2012, he earned the "Rookie of the Year" along with the "Lives Leader" Awards with The Moody Street Group and has been a multi-time Leaders' Conference Qualifier with the companies of OneAmerica Financial^®.  He has become a Case Designer supporting all advisors within the firm, as well as a Sales Director, mentoring new advisors.

George is a native of Marlborough, MA, and a graduate of the University of Massachusetts at Amherst.  He grew up playing sports with his three younger brothers and currently resides in Newton, MA with his wife Ksenia and their two sons, Alexander and Nicholas.  He loves spending time with his family and friends, whether around the house, outdoors, or catching a game together.

Jerry joined The Moody Street Group in 2025 after five years with the Knights of Columbus. Prior to collaborating directly with clients on their personal and business needs Jerry spent over thirty years in accounting. Including five years in Public Accounting as well as seven years with the Allmerica Group and twenty-three years with Fresenius Medical Care in accounting and taxation. With the Moody Street Group, he is able to bring Creative Values Based Financial Strategies to individuals, business owners, professionals, and families as he assists them as they work towards their financial goals.

He earned a Bachelor of Science, in Accountancy and Association in Management as well as a Master of Science in Taxation at Bentley University. Jerry has received his Certification in Public Accounting. He is married with two sons and three grandsons. His volunteer work includes donating time to his church, St. Mary’s of the Assumption in Dedham, MA. Including teaching Confraternity of Christian Doctrine and participation in the Dedham council of the Knights of Columbus. For recreation and health, he tap dances competitively.

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 accounting with Mass Financial Services and ITT Sheraton Corporation. With over 20 years of experience, JoAnn found that financial services was an ideal field for helping people who have a deep sense of responsibility and the economic potential to strive to realize their dreams, for themselves and their families. In 2013 she began working with The Moody Street Group, where she is able to take a values based approach to working with individuals, professionals and business owners to develop their financial strategies and help them make progress toward their goals.

To better serve the needs of her clients, JoAnn has committed to her professional development by obtaining the CLU, ChFC and LUTCF designations. While at MetLife, she became a Financial Planner and a member of the Special Needs Planning Division. She has been an MDRT Qualifier and a consistent invitee to her Company Leaders Conferences.

A native of Medford, Massachusetts, she is graduate of Suffolk University with a BS/BA in Accounting and Finance and currently resides in Wakefield, Massachusetts, with her husband Richard.

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 also served as a Field Vice President at the Guardian Home Office in New York City.

Experienced in retirement income, John designs and helps implement tax and cost efficient plans for individuals, professionals and business owners with economics based strategies. Also, as part of his insurance practice, he uses the Lifetime Economic Acceleration Process (LEAP) to help clients analyze the use of their cash flows. The process allows them to understand their protection, savings and growth objectives and to identify existing resources to fund the products that can help meet those objectives. This results in working towards maximizing retirement income stream options available from their accumulated assets.

John teaches both new and experienced financial services professionals as well as accountants and attorneys on the latest integrated financial strategies in the market.

John and his wife, Roberta, are parents of five adult children and proud grandparents of eight. They reside in Westerly, Rhode Island and Boston, Massachusetts.

Areas of Practice

Insurance and Investment - Qualified and Non-Qualified Retirement Plans - Disability Income Insurance - Business Planning - Charitable Planning - Estate Planning - Executive Benefit Planning

Business/Civic Activities

• National Association of Insurance and Financial Advisors (NAIFA), Member and Past State President-RI
• 40 year Life and Qualifying member of the Million Dollar Roundtable (MDRT)
• National Football Foundation and College Hall of Fame, RI Chapter - Founder and Past President
• Professional Advisor Committee of the Rhode Island Foundation, Past Member
• Incorporator of the Westerly Library Association
• Stonington Men’s Club, Member

Education and Professional Designations

Chartered Life Underwriter (CLU)

Chartered Financial Consultant (ChFC)

Colgate University, B.A.

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 reaching their personal and business goals.

A Life Member of the Million Dollar Round Table and a National Quality Award and National Sales Achievement Award winner, he has been active in the Financial Services Industry.  He is a member of NAIFA, a member of the Society of Financial Services Professionals, a past member of the Board of Directors of the Pioneer Valley Chapter of the American Society of CLU and ChFC and has served as a Moderator for the Life Underwriting Training Council.

In 2015 John joined the Moody Street Group and the companies of OneAmerica, where he is able to bring values based approach to personal economics in working with his clients.

A resident of Suffield, Connecticut and with his son Michael in the industry, John has a family tradition serving the needs of his community.

In 1980 I entered the Financial Services field and began serving the needs of individuals, families, professionals, and business owners. When asked why I wanted to enter the field in my initial interview, I indicated I wasn’t sure, but I wanted an opportunity to be successful and to help others. The work we do became personal early when, a potential client I had been meeting with died in an accident before we put a plan in place. What had previously felt like an academic exercise became very personal, which has helped fuel my passion ever since.

After more than forty years in leadership, I guide The Moody Street Group with the same passion that got me started. My focus is on the advisors in this firm, giving them the support, the training, and the resources to do their best work for the people they serve. That is what I set out to build when I founded this firm in 2011, and it still drives what I do each day.

Within the industry, I have been fortunate enough to qualify for numerous leadership awards from current and prior firms and industry organizations. As a past president of a Local GAMA association, I continue industry involvement as a member of The National Association of Insurance and Financial Advisors (NAIFA) and Financial Security for All (FINSECA), organizations.

Growing up in Southeast Kansas and Southwest Missouri, and as a graduate of Boys Town, Nebraska, and Colby College in Waterville, Maine, with a BA in European History afforded a diverse personal and educational experience. My wife Nga and I have lived in Waltham, Massachusetts, for many years, which is where our firm is located. We have two sons, a wonderful daughter-in-law, and five special grandchildren.

• CLU (Chartered Life Underwriter)

Twelve years in human services changed how I think about helping people. Before I entered financial services, I spent more than a decade working with individuals facing significant personal and emotional challenges. What I watched my colleagues and mentors do, day after day, was find realistic pathways forward for people who felt stuck. When I saw a close friend apply that same instinct in a financial context, and watched someone's situation genuinely improve as a result, I understood that financial planning and human services had more in common than I expected. I made the shift, and I have been in this industry for more than forty years since.

What I do today, whether working with an advisor building their practice or sitting across from a client working through a complex problem, comes back to one thing: helping people see what's possible. The financial picture often looks more limiting than it actually is, and a significant part of my job is clearing away that distortion. People I have worked with over the years have said I make sense out of chaos, create options they didn't know they had, and always put the client first. I take that feedback seriously.

I grew up in Boston and have lived in Bellingham, Massachusetts, for many years, where I served as President of the Bellingham Business Association for a decade. When I am not working, I am usually reading, biographies in particular, spending time with friends, or with my siblings. I have one son and four grandchildren.

• MBA
• Series 6, 7, 24, 63, 65

Melanie joined The Moody Street Group in November of 2023.  Prior to joining The Moody Street Group, Melanie had previously interned as an Operations Assistant for two of our veteran Associates, Tom Alessi and Craig Richardson, who work with The Moody Street Health Care and Special Needs Resource Networks, while earning her Bachelor’s of Arts in Public Policy at Bentley University, just around the corner from our offices.  After graduation she continued to work with Tom and Craig before deciding to enter the career full time as a Financial Services Professional.  She is excited to have the opportunity with The Moody Street Group to bring Creative, Values-Based Strategies and Economics-Based Principals to help individuals, families, professionals and business owners work towards their personal and business goals.  She is also excited to continue to team with Tom and Craig to serve clients in the Health Care and Special Needs communities.  She is looking forward to continuously learning and growing in Financial Services.  Melanie is dedicated to helping others find solutions to their financial concerns or worries.

Originally from northern New Jersey, Melanie has become entrenched in and loves the Boston area.  She enjoys traveling to other countries as well as expanding her culinary skill.

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. Beginning his Financial Services Career with Union Central, he was both an Agent and Sales manager. He was a multiple National Quality Award and National Sales Achievement Award winner as well as becoming a Qualifying Member of the Million Dollar Round Table. As a Sales Manager with Union Central, he won several National Sales Manager Awards. He later worked with The Guardian and New York Life.

He joined The Moody Street Group, LLC in 2013 where he is able to bring a Values Based approach to individuals, professionals and business owners, in helping them to identify their needs and work towards their personal and business goals and objectives.

A graduate of Northeastern University with a B.S. in education, Mike resides in Stoneham, MA.

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 Group, focusing on helping individuals, professionals and business owners utilizing Values Based Strategies to work toward their financial goals.

A native of Smithfield, Virginia, she attended UMass Boston.  Pat is an avid motorcyclist and ordained minister.  A member of The Greater Anointing Harvest Church, she resides in Hyde Park with her son Brandon.

Since 1976 Peter Rodis has helped clients work towards achieving their financial goals as business owner and with major firms such as State Mutual, Sun Life and New England Financial. Peter has served the Greater Boston area, focusing on Estate Transfer and Wealth Preservation for professionals, executives and business owners. In addition, he enjoys working with other aspiring financial services professionals in a mentorship role, helping them to develop their skills. While concentrating on Estate, Business and Personal Strategies and Solutions, with the Moody Street Group and the companies of OneAmerica®, he is able to utilize Values and Economics based principles in his practice.

A graduate of Phillips Exeter Academy and Brandeis University and resides in Framingham Massachusetts with his wife Karen. Peter has been awarded the Chartered Financial Consulting designation from The American College of Financial Services.

An experienced Financial Services Representative, Robert J. Reid has built a reputation on exceptional customer service. Robert works with clients to achieve a financial strategy that makes sense for his clients, tailoring solutions to address their personal and business needs. Since 1984 Bob has assisted his clients needing Life Insurance, Retirement Strategies, Estate Conservation, Businesses Strategies, Disability Income, Long-Term Care Insurance, Executive and Employee Benefit packages, proving to be a trusted professional with a commitment to local families and businesses. Through a thorough needs analysis, Bob will work with you to assess your current situation and develop a strategy to meet your goals. Once a strategy has been implemented, he will continue to work with you to monitor its suitability and to make changes as conditions warrant or goals change. As a financial professional, Bob is up-to-date on the broad range of insurance and retirement products and strategies available in today’s financial market. 

Robert has continually been recognized for outstanding performance by both company and industry standards. He is a multi-year member of the prestigious Million Dollar Round Table and Top of the Table. Prior to his retirement from Prudential, he was a member of Prudential’s Academy of Honor and he was a multi-year winner of Prudential’s President’s Citations, reserved for Prudential representatives who achieve top sales honors. He is excited to be appointed with the insurance companies of OneAmerica through the Moody Street Group, where he can apply Values Based Strategies and Economics based principles to serve clients.

As a Cape Cod native, Robert is passionate about his commitment to the success of local business. He is an avid golfer and enjoys boating in Vineyard Sound; he makes his home in Falmouth, Massachusetts and currently services clients throughout New England, and is insurance licensed in the states of MA, AK, CT, ME, VT, RI, and FL.

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,” which he uses in his work with businesses and organizations to help them offer the most rewarding and beneficial strategies for their employees.

His work tends to focus on non-profit groups to help them avoid some of the pitfalls and regulatory issues that come from managing plans in this marketplace.

He has also adopted his Efficient Retirement strategy to work with Individuals and Families by implementing a values-based approach that gives him a more in-depth and personal relationship with his clientele. 

Vivian began her career in Financial Services with the Moody Street Group in March of 2021.  Prior to entering the Financial Services Field, Vivian spent nearly ten years in Banking including seven in retail branch management, winning numerous awards for performance in service.  With The Moody Street Group, she is excited to provide Creative, Values-Based strategies and fundamental economic principles to individuals, professionals and business owners helping them work toward their personal and business goals.  With the support and resources of the Moody Street Group and the companies of OneAmerica Financial® on a local and national level, she can provide outstanding service for her clients.

Born and raised in Danang, Vietnam, Vivian immigrated to the United States in 2006 after receiving an undergraduate degree with a focus on Law from Hue University.  She obtained an MBA from Marshall University in Huntington West Virginia in 2009.  Married with two children, Vivian resides in Natick Massachusetts and enjoys cooking, gardening and poetry.

As Managing Partner and Investment Advisor Representative my vision is to cultivate a culture of success that expands opportunities for our advisors, empowers our organization, and continually elevates the standard for truly client‑centric financial planning.

At the Moody Street Group we are committed to Creative, Values-Based Financial Strategies in delivering personalized advice, strategic planning, and customized investment solutions that help you navigate your financial future with clarity and confidence. Whether you’re preparing to sell your business, seeking a quarterback to coordinate your complex financial life, or planning for retirement in the next three to five years, my role is to help reduce financial stress so you can focus on achieving genuine well‑being.

I believe thoughtful planning is the foundation of every successful financial strategy. By understanding your goals, values, and concerns, our team at The Moody Street Group and the companies of OneAmerica Financial build comprehensive plans that integrate your financial priorities, investments, estate considerations, and the other areas most important to you. The result is a tailored plan and portfolio designed to support your personal and family needs.

Working with our team means experiencing a boutique, concierge‑level approach where personal service and attention to detail come first. Together, we serve as a deep bench of compassionate advisors, offering meaningful insights and proactive guidance throughout your financial journey. This is why many clients consider me their first call in both exciting and challenging moments.

I am a proud graduate of Northeastern University in Boston, where I earned my degree in Finance. I remain actively involved in my community, supporting several charitable organizations and volunteering at Pine Street Inn, New England’s largest provider of homeless services.

Outside the office, I enjoy skiing, playing basketball, and exploring new places with my family and friends.