Monument Team

Michael began his career with Northwestern Mutual in 2006 and graduated with a Bachelor of Science Degree in Finance from the University of Pittsburgh. In 2014 recognized by NAIFA with their "40 Under 40" award.

Continuing education and expanding knowledge of the industry has always been a priority. Michael completed the CERTIFIED FINANCIAL PLANNER™ professional certification in March of 2018.

Michael has been featured as a speaker at national industry events throughout the years.

Being a Wealth Management Advisor is a passion that Adam has for 15+years. He also serves as the District Director to the Northwestern Mutual - Boston office. District Directors are the senior leaders focused on growing and developing a large, high-performance team within the office. 

George began his career with Northwestern Mutual in 1979, after graduating from Wesleyan College. George has consistently ranked among the top production financial representatives with Northwestern Mutual.

A former clinical psychologist and family therapist, Allan has over 30 years of experience delivering financial planning services to affluent individuals and families. The core of his practice is to help people recognize and articulate their most fundamental values, dreams, and goals. Along with his expert team, Allan then designs, implements, and monitors a plan that allows your vision to become a reality.

Jeff first joined Northwestern Mutual as an intern while attending Providence College before graduating with a bachelor’s degree in Finance.  Upon graduation in 2019 - he joined Monument Financial Group,  helping expand outreach to new clientele and maintaining existing relationships for the firm. Jeff holds his Life Accident and Health Insurance Licenses. 

Jeff resides in Jamaica Plain, MA and spends his free time backpacking or on the beach with friends, family and his dog – Bruce.

Mike joined Monument Financial Group in January 2022.  He is responsible for new client development and working with current clients on all levels of planning and service.  A graduate from Providence College with a Bachelor’s degree in Finance and Business Administration, he has over 20 years of industry experience working with clients on wide range of issues from asset and tax mitigation strategies to wholistic financial planning.  Mike currently holds his Life Accident & Health Insurance Licenses. He is Series 7, Series 63, Series 65 registered. 

Mike resides in Stow, MA with his wife Laurie and their 3 children: Maddie, Michael and Grace.

Lauren joined the team in 2018 and oversees all business operations. She graduated from Union College in 2013 with a degree in Psychology and has prior experience in Project Management. Lauren holds the Series 6 and Series 63 securities registrations along with MA Life Accident and Health Insurance Licenses.

Lauren resides in the Boston area and enjoys spending her time hiking with her red lab, Bogey, traveling and spending time with family and friends

Kennedy joined our team in February 2019. She is responsible for new business and communicating with clients in relation to servicing inforce policies. She graduated Cum Laude from St. Lawrence University in 2018 with a Bachelor's degree in Communications. Kennedy holds her Life Accident and Health Insurance licenses

She resides in Boston, MA, and enjoys yoga, boating, and spending time with family and friends.

Ron joined our team in March 2016 and currently oversees financial planning and investment strategies for our clients. A graduate from Caldwell University with Bachelor’s degree in Mathematics and Business Administration, he has had prior experience working as an investment analyst and paraplanner. 

Ron is a Chartered Financial Analyst (CFA^®) Charter holder and holds the Series 7 and Series 63 securities registrations along with MA Life, Accident & Health Insurance license.

Marianne first joined Northwestern Mutual in 1982 working with various agents and in multiple roles over the years.  She joined the Monument Financial team in March 2020. As a team member, she manages the new business underwriting process and is responsible for servicing of existing clients.

She graduated from UMass / Harbor Campus with a Bachelor’s degree in Theatre Arts. Marianne holds her Life, Accident and Health, LTC insurance licenses.

Marianne resides in Natick, MA; and in her spare time enjoys travel, theatre, creative projects and spending time with friends

Rachel is originally from Glastonbury, CT but moved to Boston to attend Boston University where she graduated Magna Cum Laude in 2016. She has worked at Northwestern Mutual for 3 years and obtained Life, Health and Accident licenses as well as Series 6, 7 and 63 registrations. In her free time she loves skiing, playing soccer, and walking dogs.

Brian first joined Northwestern Mutual as an intern while attending Boston University. He graduated in the Spring of 2020 with a Bachelor’s degree in Finance and and transitioned to the Northwestern Mutual – Boston office’s Financial Planning Department as an analyst. In January of 2022, he joined Monument Financial Group to oversee the investment operations. Brian currently holds his Life Accident & Health Insurance Licenses, Series 7, Series 63, and WMCP designation.

Ben first joined Monument Financial Group in October 2020. He graduated in the Spring of 2020 from Lasell University with a Bachelor’s degree in Sports Management & Business. He manages investment operations as well as financial planning. Ben currently holds his Life Accident & Health Insurance Licenses.

Ben resides in Waltham, MA, and spends his free time golfing, playing soccer, or traveling.

Ashley joined our team in November 2021. She is the team’s Practice Manager and oversees all client cases. She graduated from Salem State College in 2009 with a Bachelor's degree in Business Management and worked as Human Resource Manager prior to joining Monument Financial Group. 

Ashley resides in Hudson, MA and enjoys golfing and spending time with family and friends.