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 holds her MA Life Accident and Health Insurance Licenses.

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

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

George began his career with Northwestern Mutual in 1974, after graduating from Wesleyan College. George has consistently ranked among the top production financial representatives with Northwestern Mutual.

Brian joined Monument Financial Group in 2022. He graduated from Boston University in 2020 with a Bachelor’s degree in Finance. Brian currently holds his Life Accident & Health Insurance Licenses, Series 7, Series 63, and Wealth Management Certified Professional (WMCP) designation.

He resides in Los Angeles, CA and enjoys golfing, fishing, and spending time his with family & friends.

Ron specializes in providing holistic financial planning guidance, including (not limited to) retirement planning, tax-efficient wealth management strategies, tax-efficient retirement distribution strategies, risk management, insurance planning, and estate planning strategies for legacy enhancement.

He joined Monument Financial Group in 2016 and currently oversees financial planning and investment strategies for our clients. Following the firm's top priority of expanding knowledge and exploring possibilities for clients, he is a CFA® charter holder and a CFP® professional.

A graduate from Caldwell University holding a Bachelor’s Degree in Mathematics and Business Administration, he has been immersed in the field of financial planning and investment management since 2012. Beginning his career as an investment analyst, he has continuously enhanced his expertise while assisting clients in various life phases.

He lives in Woburn, MA with his wife, Mousami, and their cherished dog, Olive. They enjoy each other’s company and doing outdoor activities such as hiking and camping.

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.

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 since 2016 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.

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 in the Healthcare Technology Industry. Lauren holds the Series 6 and Series 63 securities registrations along with MA Life Accident and Health Insurance Licenses.

Lauren resides in Newport, RI and enjoys spending her time running by the beach, playing tennis, traveling and spending time with family and friends.

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.

Kennedy joined our team in February 2019. She is responsible for new business and in-force service of life, disability, and annuity products. 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 along with her Chartered Life Underwriter designation (CLU®).

She resides in Boston, MA, and enjoys being on the water, spending time with family, friends and her dog Loretta.

James joined Northwestern Mutual in 2021, following a passion he had since he was 17 years old. James invested in his first fund at that time and hasn’t looked back since. A graduate of the United States Military Academy at West Point, James served as an officer in the Army for six years, completing deployments to Iraq, and serving in various leadership positions. He is married to Colleen, who runs a catering company in Beverly, MA, and is a devoted dad and coach to Catie, 10, and Jack, 7.