Driven to Help You Succeed

Watch this video to see how our team is built to offer you our combined strengths and capabilities. We are commited to bringing you a wide range of services to help meet your personalized needs.

Our unique strengths include an in-house team of investment research professionals led by a senior portfolio strategist who is a Chartered Financial Analyst and CERTIFIED FINANCIAL PLANNER™ professional. This experienced team helps us manage and monitor portfolios to help ensure they fit each client's needs.

We are supported by Commonwealth Financial Network®, a nationwide firm that gives us access to teams of retirement professionals and investment research specialists to help us serve your needs.

Our Team

Nick-Cosentino-Headshot

Nick Cosentino
CFP®

CEO & President

Bryan-Amandolare-Headshot

Bryan Amandolare
CFP®, CRPC®

Partner & Senior Wealth Advisor

Jason-Reesey-Headshot

Jason Reesey
CFP®, CRPS®, AIF®

Partner & Senior Wealth Advisor

Michelle-Morrissey-Headshot

Michelle Morrissey

Partner & Chief Operating Officer

Christina-Mitkonis-Headshot

Christina Mitkonis
CFP®, MSFP

Senior Wealth Advisor

Eileen-Monahan-Headshot

Eileen Monahan

Senior Wealth Advisor

Alec-Murray-Headshot

Alec Murray
CFP®

Wealth Advisor

Anthony-Veloso-Headshot

Anthony Veloso
CFP®, AIF®

Wealth Advisor

Donald-Cullen-Headshot

Donald Cullen, EA, MBA

CFO & Tax Manager

David-Anderson-Headshot

David Anderson
CFA®, CFP®

Senior Portfolio Strategist

Christopher-Nicholas-Headshot

Christopher Nichols

Service Associate

Josh-Olson-Headshot

Josh Olson

Paraplanner

Anthony-Veloso-Headshot

Briana Anderson
CRPS®

Director of Marketing

Angela-Brozonos-Headshot

Angela Brozonos

Executive Assistant

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Kelly Allington

Executive Assistant

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Nick Cosentino, CFP®

CEO & President

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Nick is the CEO and President of Financial Foundations. Nick focuses on providing sophisticated wealth planning and investment management strategies to affluent families, executives, and business owners. His goal is to use his broad experience to help his clients maintain their lifestyles throughout their retirement years and pass this success on to the next generation.

Early in his career, Nick identified a need for a full-service investment firm. Nick understood that the only way to provide individuals with the depth and scope of advice they deserve was to offer a full boutique of financial services. He founded Financial Foundations in 2001 with this mission in mind and created our unique process: The Personal Foundation Builder®.

As a 20-year participant in Strategic Coach’s mentor program, Nick has gained valuable insight and learned the methodologies of other successful entrepreneurs. He believes this experience has directly impacted the growth and longevity of Financial Foundations.

Describe your role and responsibilities at the firm.

I have always tried to be forward-thinking and, during the early days of Financial Foundation, decided that I wanted to create a firm that would be an industry leader (even though the industry at the time was still evolving!). While my role at the firm has evolved over the past 20 years, my core responsibilities have always included providing financial planning services to clients, mentoring and being a leader for the employees at an expanding firm, and creating a positive impact on the industry.

What is your vision for the future of Financial Foundations?

If retirement is defined as having the freedom to do what you love, then you might say I'm already retired. My passion for Financial Foundations and for growing the firm is never-ending. My goal is to improve and expand the capabilities of the firm so that we, in turn, will be best suited to help you and your family achieve your goals.

Describe your ideal client.

My “niche” client is defined neither by a career type nor account balance. Rather, I strive to work with clients that seek our advice and embrace the collaborative effort essential to holistic financial planning.

What do you enjoy most about being a financial planner?

My clients have various definitions of success – buying that dream home, educating their children, and achieving financial freedom in retirement. My personal definition of success, and what I enjoy the most about my profession, is seeing my clients achieve a greater level of financial confidence and meet their personal goals.

What have you learned since becoming a financial advisor?

I’ve learned that you never learn much when you’re the one talking – you have to learn to listen. Listening is how we uncover and truly understand our clients’ needs, goals, fears, and desires.

What is your favorite travel destination?

I am a native New Yorker and am Italian by heritage. While the United States is a few hundred years old, Italy has a culture that has spanned thousands of years. Going back to my “homeland” was my favorite and one of my most unique experiences.

Finish this sentence: On Sunday mornings, you can usually find me…

…cooking breakfast for my kids. One of the things most people don’t know about me is that I have a love for cooking (I already said I was Italian, right?). I like to cook all different kinds of foods. I learned to cook from my grandparents at an early age and, in high school, my first job was cooking breakfast at a coffee shop. I learned how to cook omelets, pancakes, and home fries (I make a mean breakfast!) so on Sunday mornings, when the kids are home, that’s when I get a chance to cook for them and have a family meal.

Charity

I am a proud supporter of many local philanthropies including Easterseals, Children International, City on a Hill, Birthday Wishes, Make a Wish Foundation, and various local community events.

Education

  • Bentley University – Bachelor of Science, Finance

Financial Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional
  • FINRA Series 7, 24, 51, and 63 Securities Registrations

Awards & Honors

  • Nick has qualified for Commonwealth Financial Network’s prestigious Leaders Conference as well as the exclusive Chairman’s Retreat each consecutive year since inception.
  • Chairman's Level advisor for 2021— Nick is proud to have been recognized as a Chairman’s Level advisor for 2021—a distinction based on annual production that places him among the top four percent of advisors affiliated with Commonwealth Financial Network*.
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*Each year, Commonwealth, the firm we partner with to help us better serve you, recognizes Chairman’s Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Chairman’s Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

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Bryan Amandolare, CFP®, CRPC®

Partner & Senior Wealth Advisor

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Bryan is a Partner and Senior Wealth Advisor at Financial Foundations. Bryan prides himself on his ability to get to know his clients on a deep, personal level, which allows him to provide thorough financial advice. He believes in holding himself just as accountable as his clients for their long-term success. Bryan is committed to performing diligent research, immersing himself in the details, and delivering an integrated approach to wealth management. 

Bryan joined Financial Foundations in 2004 and has since been recognized as a top financial advisor in his field. Early in his career, Bryan was a trader with John Hancock. He loved being a trader, however, he felt a strong desire to work with and assist clients on a long-term basis.

Bryan has the support of his beautiful wife, Kristine, their two children, Anthony Joseph (AJ) and Alexa Leigh, and their dog, Axel.

What qualities make you best suited for what you do?

I have incredible attention to detail and believe in holding myself just as accountable as my clients do. I hold myself to very high standards and want to ensure that I deliver superior service to my clients while also making certain that I deliver on the expectations I set forth for them.

What do you think are the best skills that you bring to your job?

I cherish the relationships I share with my clients. I believe it is important to be genuine and to know my clients on a personal level. Many of my clients look at me not just as their financial advisor, but also as a friend – someone they can talk to and lean on for advice. We always say we want to be our clients’ first call, and I truly mean that. Financial planning is not just about numbers and dollars, but about the holistic plan of helping clients and their families achieve their goals.

What is a typical day like for you?

One of the reasons I love this business so much is that no day is ever the same. My day could be comprised of meetings in the office, meetings over the phone, or meetings in person during travel days. On any given workday, I could be helping my clients plan for their children’s education, lease a car, buy their second home, or get ready for retirement. As a financial advisor, I need to be able to assist individuals with an array of financial situations and life goals.

What are some of your favorite hobbies?

Nothing gives me more enjoyment than watching my kids play sports. I played Lacrosse in college, and I still try and go to the gym and work out every day. I like to grill steaks, chicken, and fish with family and friends on my back deck.

What was your proudest moment?

I'm incredibly passionate about awareness and fundraising for pediatric cancer. My daughter, Alexa, is a cancer survivor, and my proudest moment was competing in the Boston D-10 and raising more than $30,000 with my team members for Dana Farber Cancer Institute. We could not have hit those milestones without the incredible generosity and support of my clients, friends, and family, and for that, I am forever grateful.

Education

  • Quinnipiac University – Bachelor of Arts

Financial Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional
  • FINRA Series 7, 63, and 65 Securities Registrations
  • Producer Life Insurance License
  • Chartered Retirement Planning CounselorSM (CRPC®)

Awards

  • Bryan is proud to have been recognized as a Summit Club advisor for 2021—a distinction based on annual production that places him among the top 20 percent of advisors affiliated with Commonwealth Financial Network*.
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*Each year, Commonwealth, the firm we partner with to help us better serve you, recognizes Summit Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Summit Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients

  • Five Star Wealth Manager in 2014, 2015, and 2018*
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*Five Star Award is based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,542 Boston wealth managers were considered for the award; 801 (23 percent of candidates) were named 2018 Five Star Wealth Managers. (The criteria provided reflect the most recent year for which the advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award may vary from year to year). These awards are not indicative of the wealth manager's future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

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Jason Reesey, CFP®, CRPS®, AIF®

Partner & Senior Wealth Advisor

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Jason is a Partner and Senior Wealth Advisor at Financial Foundations. Jason values honesty and integrity, and these principles guide him with his clients and in his role as a member of our leadership team. Jason understands the dynamics of high-level corporate environments and helps to advise and create solutions for individuals with complex financial situations. He frequently works with executives, business owners, and high-net-worth individuals seeking holistic financial planning.

Jason began his career in the financial services industry at Commonwealth Financial Network® where he was the bicoastal Director of Retirements. While at Commonwealth, Jason built relationships with many financial advisors, leading to his desire to become one himself. Recognizing the need for specialized advisors to help manage the wealth of successful individuals, Jason joined Financial Foundations to pursue his goal of providing this valuable insight.

Jason and his beautiful wife, Kerri, have three active boys.

What is a common challenge that you are best able to help solve?

One of the most common challenges that I encounter is what I call cocktail napkin math. This decision-making process happens when a major decision is based hastily or only on the easily available information – essentially, an incomplete picture. One way I help my clients plan and build confidence is by uncovering all of the pieces of the puzzle and identifying the best path to achieve planned milestones.

What do you do when you’re not in the office?

Outside the office, I can usually be found coaching my sons, building and riding mountain bikes, or enjoying the great outdoors with my family.

Finish this sentence: On Sunday mornings, you can usually find me…

…on the sidelines of my boys’ lacrosse field or strapping on my skates to coach their hockey teams.

Do you volunteer? If so, where?

My wife, Kerri, and I believe that sharing our deepest values with our children is an ongoing effort; each year, as a family, we participate in several activities to give back to our community. This has included delivering Thanksgiving meals, volunteering at local food pantries, and helping youth athletes. As our boys grow, so too do our ways of giving back.

Education

  • University of Massachusetts-Amherst – Bachelor of Science, Managerial Economics

Financial Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional
  • FINRA Series 7, 24, 53, 55, 66 Securities Registrations
  • Producer Life, Accident, and Health Insurance Licenses
  • Chartered Retirement Plans SpecialistSM (CRPS®) designation
  • Accredited Investment Fiduciary® (AIF®)
  • Previously certified in Long-Term Care (CLTC) and the American Society of Pension Professionals
  • Previously held the Actuaries Qualified 401(k) Administrator (QKA)

Awards

  • Jason is proud to have been recognized as a President’s Club advisor for 2021—a distinction based on annual production that places him among the top 13 percent of advisors affiliated with Commonwealth Financial Network®.
CFN Chairman Icon

*Each year, Commonwealth, the firm we partner with to help us better serve you, recognizes Chairman’s Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Chairman’s Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

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Michelle Morrissey

Partner & Chief Operating Officer

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Michelle is a Partner and the Chief Operating Officer of Financial Foundations. Michelle’s attention to detail and passion for helping clients enables her to excel within corporate processes and in the heavily regulated financial services industry.

Michelle joined Financial Foundations in 2001. In her role, she oversees the backstage operations at Financial Foundations, including all legal, licensing, compliance, trading, technology, human resources, processing new business, quarterly reporting, and financial plan creation.

Michelle and her husband, Dennis, have three daughters: twins Sidney and Sophia and their little sister, Abby.

What do you like most about being part of Financial Foundations?

We are like a family and all work very well together.

When you’re not in the office, what do you do?

I am usually at the gym, watching the twins’ dance performances or gymnastic competitions, or at Abby’s soccer games.

Are you a sports fan?

Yes, I am a Boston sports fan. You’ll find me rooting on the Boston Red Sox and New England Patriots!

Education

  • University of Rhode Island – Bachelor of Science, Political Science

Financial Certifications

  • FINRA Series 7, 24, 63, and 66 Securities Registrations
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Christina Mitkonis, CFP®, MSFP

Senior Wealth Advisor

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Christina is a Senior Wealth Advisor at Financial Foundations. She believes that financial success is attainable for anyone that does the proper planning. Christina's real-life experience of entrepreneurship coupled with her education gives her the advantage to help clients reach their goals. Christina focuses on not only the micro details but also the macro view of the client's overall plan. She offers her clients tactical solutions and financial strategies to help them reach their individual goals.

How did you get into financial planning?

While completing my master's degree, I took my first steps toward a career in financial planning as a tax intern at Financial Foundations. Throughout this internship, I was invited to sit in on meetings and I watched as senior advisors and clients conversed about their financial future. It was in those meetings that I realized I wanted to pursue a career in financial planning.

Can you share one secret to success that has been helpful to you in your career?

Being raised in a very entrepreneurial family, I was taught early on that hard work is a precondition for success. Especially when times get tough or I am faced with a challenge, I truly believe that hard work and motivation are the keys to success.

Why did you decide to become a financial advisor?

I am a planner by nature. You should see my calendar! I am always organized, prepared, and planning for the unexpected. The way I see it, financial planning is one of the only careers where you can help prevent something from happening (i.e. running out of money) and navigate (financial) success.

What is your favorite hobby?

I’m a huge travel enthusiast! Every year, I visit my family and friends in Greece. I also enjoy exploring new places and try going somewhere that I’ve never been before. One of my favorite travel destinations has been Dubai.

Education

  • Bentley University – Cum laude, Bachelor of Science, Managerial Economics with focus on International Business and a second degree in Liberal Studies, concentrating in global perspectives
  • Bentley University McCallum Graduate School of Business – Master of Science, Financial Planning

Financial Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional
  • FINRA Series 7 and 66 Securities Registrations
  • Producer Life, Accident, and Health Insurance Licenses
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Eileen Monahan

Senior Wealth Advisor

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Eileen is a Senior Wealth Advisor at Financial Foundations. Eileen began her career in the financial services industry with a strong belief that providing appropriate financial advice to her clients would be the foundation of her practice, and 35 years later the trusted client relationships she has established are a testimony to her earliest intentions. She established her own firm, Monahan Associates, in 1986, and has continuously brokered through Commonwealth Financial Services. Eileen is always looking ahead for her clients to be certain they are where they should be today, so they can choose where they want to be when they retire.

Born in Dublin, Ireland, Eileen's family emigrated to the Bronx in New York where she grew up playing basketball and where she established her still effective killer jump shot. She continues to play basketball and highly values the lessons she has learned playing team sports. Eileen maintains dual citizenship in both Ireland and the United States and loves to spend time with her extended family in Dublin and New York. A fan of Irish music, Nat King Cole, and a waltz, Eileen brings her appreciation of the good things in life to all her relationships. As well, she brings her 35 years of experience in the financial services profession to every client meeting and to the team at Financial Foundations.

Financial Certifications

  • FINRA Series 7 and 66 Securities Registrations
  • Producer Life Insurance License
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Alec Murray, CFP®

Wealth Advisor

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Alec is a Wealth Advisor at Financial Foundations. Alec brings a strong background in financial planning and prides himself on getting to know each of his clients on a personal level. Leveraging his strong background in working and serving clients, Alec can identify clients' long-term financial goals, help eliminate financial planning dangers, capture financial planning opportunities, and reinforce clients' financial strengths.

Before joining Financial Foundations, Alec served clients as an advisor at Edward Jones and worked with high-net-worth individuals and business owners as an associate at J.P. Morgan.

Alec lives in the South End neighborhood of Boston with his wife, Arielle.

What is a common challenge that you help solve?

Our mantra is “Complicated Made Simple.” When our clients turn to us for advice, my responsibility is to gain an understanding of the problem and then provide a simple and easy-to-implement solution. We know that our clients gain confidence when they have a clearer understanding of the solution and how we are actively working toward their goals.

What would your co-workers say is your superhero name?

Even-Keeled – It may not be the first superpowered hero you think of, but the ability to remain even-keeled is crucial in financial planning. Whether volatility comes from the markets or unexpected life events, staying consistent helps to stay the course.

What do you do when you’re not in the office?

I love to spend time with my wife, extended family, and friends. We enjoy meeting up with friends for dinner, traveling to new places, and soaking up the sun on Cape Cod. In Boston, there is always something exciting to do – we might catch a baseball game at Fenway, explore some of Boston’s museums, or simply explore the city on foot.

What is your favorite travel destination?

My father is from Scotland, so he’d be disappointed if I didn’t mention his home country. I enjoy visiting extended family, exploring new places, and experiencing new cultures. The people are generous, the landscape is beautiful, and I discover something new every time I visit!

Education

  • East Carolina University – Bachelor’s degree

Financial Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional
  • FINRA Series 7 and 66 Securities Registrations
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Anthony Veloso, CFP®, AIF®

Wealth Advisor

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Anthony is a Wealth Advisor at Financial Foundations. Anthony joined the firm with a background in insurance and vast experience in customer service, building relationships, and helping families. He values and appreciates the opportunity to assist clients in pursuing their life and financial goals.

Before joining Financial Foundations, Anthony coached intercollegiate football for more than a decade and has more than 7 years of financial services industry experience.

Anthony lives in Jefferson with his wife, Kristin, three daughters, Emily, Grace, and Holly, and dog, Jethro. Outside of work he enjoys watching sports, traveling, attending concerts, and spending time with his family.

What do you like most about being part of Financial Foundations?

At Financial Foundations, we have a team-first mentality; collaboration is not just encouraged but celebrated. Each person brings unique experiences and abilities, which contribute to our deep and diverse professional knowledge base.

Where does your story begin?

I’m originally from Long Island, New York. After attending undergraduate school at Denison University in Granville, Ohio, and then graduate school at Indiana State University in Terre Haute, Indiana, I moved to Massachusetts to be with my now wife, Kristin.

What are some interesting facts about you?

I’ve jumped out of a plane, I worked on a 9/11 cleanup crew, and I’m fluent in Spanish.

Education

  • Denison University – Bachelor of Arts, Physical Education
  • Indiana State University, Bachelor of Science, Recreation and Sport Management

Financial Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional
  • FINRA Series 6, 7, 63, 65 Securities Registrations
  • Producer Life and Health Insurance Licenses
  • Accredited Investment Fiduciary® (AIF®)
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Donald Cullen, EA, MBA

CFO & Tax Manager

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Don is Chief Financial Offer and Tax Services Manager at Financial Foundations. He is an expert at navigating complex tax situations which allows him to provide clients with a complete view of their finances. Don's primary objective is to minimize the tax implications of clients' financial strategies through tax planning and preparation.

Don has more than 20 years of experience providing tax-related services for individuals, small businesses, and estates. Don is an Enrolled Agent (EA) and is licensed to practice before the Internal Revenue Service, as well as an active member of the National Association of Enrolled Agents, Massachusetts Society of Enrolled Agents, and New Jersey Society of Enrolled Agents. As an Enrolled Agent, Don prioritizes his professional development and education by keeping up to date on tax laws and regulations as required by the IRS.

Tax services are separate and unrelated to Commonwealth.

Education

  • Western Michigan University – Bachelor of Business Administration, Accounting
  • University of New Hampshire – Master of Business Administration

Certifications

  • Enrolled Agent (EA) – Licensed to practice before the Internal Revenue Service
  • Active member of the National Association of Enrolled Agents, Massachusetts Society of Enrolled Agents, and New Jersey Society of Enrolled Agents
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David Anderson, CFA®, CFP®

Senior Portfolio Strategist

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Dave is a Senior Portfolio Strategist at Financial Foundations. He heads the investment research process and works closely with the firm’s Wealth Advisors. He is responsible for implementing, monitoring, and managing investment portfolios to ensure cohesion with each client's financial plan. Dave is an integral member of the investment committee and acts as a liaison with the firm’s institutional partners.

Early in his career, Dave worked as an associate advisor and attained the CFP® certification. Pursuing his passion for financial markets and investing, he has taken on additional analytical responsibilities and is a CFA® charterholder.

Dave lives with his wife, Briana, in the Metrowest area. He enjoys traveling and is an avid car enthusiast.

Why did you decide to become a Senior Portfolio Strategist?

The first step in my career was down the path of a financial advisor. I got my certifications, assisted senior advisors, and helped clients plan for their financial futures. However, I found that the numbers – the accounts, the investments, the markets – could speak just as clearly as our clients; I have since taken on more analytical responsibilities as another way to help our clients achieve their goals.

What do you think are the best skills that you bring to your job?

There is so much information out there; a big challenge is finding what’s useful and what’s just “noise”. I enjoy gathering information, deciphering and making sense of it all, and creating solutions that are understandable and actionable.

Something about you that others may be surprised to know:

I dedicated a decade to the sport of rowing and have experienced it from all sides – as a competitor, a coach, and an official (referee). I learned a lot about the importance of preparation, teamwork, and endurance; I also learned to exist in some seriously wet, windy, and cold conditions.

If we went to happy hour, what would you order?

Never the same thing twice. I think trying new things is just too much fun (this goes double if we’re talking about food).

If wealth management were an ocean, what kind of creature would you be?

An octopus. I enjoy keeping a complex number of things in order. Also, I’m told that I’m all legs.

Education

  • College of the Holy Cross – Bachelor of Arts, Economics with Concentration, Environmental Studies

Financial Certifications

  • Chartered Financial Analyst® (CFA®)
  • CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional
  • FINRA Series 7 and 66 Securities Registrations
  • Producer Life Insurance License
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Christopher Nichols

Service Associate

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Chris is a Service Associate at Financial Foundations. He works with advisors and their clients as they plan for retirement goals, navigate life changes, and achieve financial milestones. Each client comes with a different background, and Chris enjoys having a personal connection with each of those that he helps.

Chris comes to the firm with a rich background in financial services and operations experience. Before joining our team, Chris spent 15 years at State Street Corporation working with some of the world’s premier financial firms and organizations.

Chris lives in Hopkinton with his wife, Kristin, his two children, Vivian and Andrew, and his Tibetan Terrier, Penny. He spends his free time working on home improvement projects, woodworking, and traveling to new places. Outside the home and office, you will most likely find Chris enjoying the Berkshires, New Hampshire’s lake region, or coastal Maine.

Describe your role at Financial Foundations.

In my role as a service associate, I am responsible for processing new business, engaging with clients, and facilitating client and advisor service requests. You can typically find me corresponding with clients or assisting them over the phone. I enjoy helping clients and their families navigate their financial futures so they can feel confident in the roadmap we’ve created together.

Can you share one secret to success that has been helpful to you in your career?

Always address the most difficult tasks first; it only gets easier!

Do you have any skills or talents that most people don’t know about?

I am an amateur woodworker.

Education

  • Massachusetts College of Liberal Arts – Bachelor of Science, Finance and Economics

Financial Certifications

  • FINRA SIE, Series 7 and 63 Securities Registrations
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Josh Olson

Paraplanner

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Josh is a Paraplanner at Financial Foundations. Josh came to the firm with an enthusiasm for building long, lasting relationships with clients and colleagues alike. His background in the financial services industry speaks to his willingness to help others and aptitude for delivering a world-class client experience. As a Paraplanner, Josh is excited to build rapport with clientele and be there for any need they could have.

Before joining Financial Foundations, Josh worked as an investment specialist at The Vanguard Group.

Josh lives in Boston. Outside of work he enjoys movies, hockey, and a plethora of outdoor activities.

What’s a typical day like for you?

My day starts with listening to the Financial Times daily briefing podcast. After that, every day can be different. My day usually involves a mixture of client meetings, monitoring the status of the tasks I'm working on and answering client questions.

What qualities make you best suited for what you do?

I enjoy talking to people. Communication via email can get lost in translation. I'd much rather pick up the phone and talk to the client directly, rather than correspond back and forth via email.

What do you like most about being part of Financial Foundations?

I love that this firm has a team mentality. Everyone has their roles and responsibilities. We are comfortable enough to lean on one another if we need help or assistance in another person's area of expertise.

When you’re not in the office, what do you do?

Either watching a movie (I LOVE movies) or doing something active. I especially enjoy golfing, playing hockey, and hiking.

What is your favorite travel destination?

Prague – the city has a great history, cool architecture, and lots of things to do. You also can't beat the fact that it's one of the cheapest places to visit in Europe!

Are you a sports fan? If so, what is your favorite team?

I am a huge Bruins fan. I’m currently working on attending a game versus every team in the league.

Education

  • University of Delaware – Bachelor of Science, Finance and Minor, Economics

Financial Certifications

  • FINRA Series 7, 63, and 66 Securities Registrations
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Briana Anderson, CRPS®

Director of Marketing

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Bri is our Director of Marketing at Financial Foundations. Using her financial services background, strong communication skills, and enthusiasm for creating strong client relationships, Bri plans, develops, and implements marketing and communications strategies for the firm and its clients.

Before joining Financial Foundations, Bri worked as DCIO Sales Desk Manager and Senior Internal Wholesaler at Putnam Investments.

Bri lives with her husband, Dave, in Ashland, Massachusetts. She enjoys traveling, exploring new restaurants, and baking.

What do you like most about being part of Financial Foundations?

Financial Foundations hosts a uniquely collaborative and supportive culture. Every team member is approachable and willing to talk through new ideas and challenges to create solutions that will help both the individual and the business grow.

Can you share one secret to success that has been helpful to you in your career?

I believe that strong communication skills – meaning clear, honest, and trusting communication – are vital to all relationships. Whether in a professional or personal setting, I always strive for open communication.

What is an interesting fact about you?

I’m 100% Filipino, and most of my extended family lives in the Philippines. It takes three plane rides and about 24 hours to get to the Philippines, but once you arrive, the variety of food, an abundance of shopping malls, and pristine white sand beaches are worth it!

Education

  • College of the Holy Cross – Bachelor of Arts, Economics

Financial Certifications

  • Chartered Retirement Plans SpecialistSM (CRPS®) designation
  • FINRA Series 6, 7, and 63 Securities Registrations
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Angela Brozonos

Executive Assistant

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Angela is an Executive Assistant at Financial Foundations. Working with Senior Wealth Advisors Bryan Amandolare, Jason Reesey, and Christina Mitkonis, Angela acts as a lead point of contact and is responsible for coordinating communications, meetings, and events for a large and diverse group of clients. Angela brings an exceptional ability to develop client relationships and is committed to enhancing the client experience.

Before joining Financial Foundations, Angela spent many years with Fitzpatrick & Associates, PC.

In her time away from the office, Angela enjoys traveling and spending time with her family and her dog, Diesel.

Describe your role at Financial Foundations.

Every day as an Executive Assistant is different, which is part of what keeps it interesting and fun! My organizational skills and ability to prioritize responsibilities allow me to effectively manage the professional lives of the advisors. I also enjoy helping to make clients’ lives easier. When assisting clients, I always keep our company mantra in mind – Complicated Made Simple® – and strive to make their experience smooth and enjoyable and answer any questions that may arise.

Can you share one secret to success that has been helpful to you in your career?

I’ve learned that, although everyone makes mistakes, these experiences can teach you valuable lessons and helps us grow in our professional lives.

Finish this sentence: On Sunday mornings you can usually find me…

…at Orangetheory or walking my pup.

What is your favorite book?

The Notebook (or anything by Nicholas Sparks!)

If we went to happy hour, what would you order?

A martini or a glass of wine – red if it’s cold, or white if it’s warm and sunny

Education

  • Southern New Hampshire University – Bachelor of Arts, Psychology with Concentration, Child and Adolescent Development
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Kelly Allington

Executive Assistant

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Kelly is an Executive Assistant at Financial Foundations. Working with Wealth Advisors Nick Cosentino and Eileen Monahan, Kelly acts as a lead point of contact and is responsible for coordinating communications, meetings, and events for a large and diverse group of clients. Kelly is enthusiastic and results-driven with a unique ability to multitask. Kelly takes pride in ensuring that clients receive a superior experience every time.

Before Financial Foundations, Kelly worked with EMC Corporation in Field Marketing, Channel Sales, and Professional Services and with CSC Consulting as an office manager.

Kelly and her husband, Steve, have two children, Matthew and Kaitlyn, and a dog, Elsie. They enjoy supporting their children as they pursue passions in computer animation, chorus, drama, fitness, and equestrian. In her free time, Kelly enjoys spending time with family and friends, cooking, hiking, and creating memories to last a lifetime. Kelly is an avid and our most devoted Patriots fan.

Describe your role at Financial Foundations.

As Executive Assistant, I assist Nick and Eileen with scheduling, calendar management, and various projects. Being an efficient multi-tasker and effective communicator has allowed me to be successful in my role. Financial Foundations, compared to my past experiences at large corporations, has allowed me to form close, personal, genuine relationships with clients.

Something about you that others may be surprised to know:

I have an obsession with the movie Jaws and Great White Sharks.

When you’re not in the office, what do you do?

You can usually find me at the barn, at horse shows with my daughter, or being a taxi driver for my two teenagers.

What is your favorite travel destination?

So many – wine country in California, Bar Harbor, Maui, and Southern France

If we went to happy hour, what would you order?

Pinot Noir or Titos and soda.