Our Team

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Amy Simmons

Client Service Associate

Ariana Dyches

Senior Client Service Associate

Brayden Evans

Director of Advisor Solutions

Cole Einerson

Portfolio Manager

Colten Winchester

Senior Trader

Dan Teague

Portfolio Manager

Dave Laga

Director of Due Diligence

Dave Wrigley

Chief Investment Officer

Jackson Larson

Trader

Jordan Eyre

Director of Financial Planning

Jordan Hammer

VP- Advisor Solutions

Kevin O'Sullivan

Managing Partner | Wealth Management Director

617-404-9880

kevin@bostonwag.com

Kevin is Managing Partner and Wealth Management Director at Boston Wealth Advisory Group. Kevin brings 25 years' experience in the finance and wealth management industry. Kevin is a Five Star Wealth manager as seen in Fortune Magazine,...

Marcus Papajohn