Greg's practice provides a range of financial planning, investment and insurance solutions for individuals, families, executives, and small businesses. Greg and his team strive to stay on the cutting edge of changes in today's marketplace, so that your financial plan can stay current with legislative, insurance and investment developments. The team is dedicated to helping you realize your personal financial goals by looking at your financial picture through a 360 degree lens while balancing two very important components; emotions and finances.

Greg received his Bachelor's degree in Finance from Bentley University in Waltham, MA. He acquired the CFP® designation and earned a Master of Science degree with a major in personal financial planning. In his spare time Greg enjoys reading, golfing and playing basketball. Greg frequently conducts workshops and seminars on a wide variety of topics for corporations and professional organizations. Greg was born in Quincy, MA and currently resides in Marblehead, MA with his wife and children.

Every financial plan starts by developing a deep understanding of a client’s goals and objectives, and as a Financial Planning Associate, Shaun enjoys building personal connections with clients in order to have a positive impact on their lives. Shaun truly believes in the process of gathering information and creating a strategic financial plan, all the while knowing that he is helping our clients and their families attain financial stability and peace of mind. Shaun is a CERTIFIED FINANCIAL PLANNER™ and has over four years of experience working in the wealth management industry before joining the Centinel team. Prior to that, he attended the Rivers School in Weston, MA and graduated from Bentley University in the class of 2018. A resident of Cambridge, MA, Shaun enjoys spending time with friends and family, playing basketball, golfing, watching movies, and trying local breweries.