Nick Cosentino
CFP®
CEO & President
Bryan Amandolare
CFP®, CRPC®
Partner, Senior Wealth Advisor, & Advisor Mentor
Jason Reesey
CFP®, AIF®
Managing Partner & Senior Wealth Advisor
Michelle Morrissey
Chief Operating Officer & Partner, Strategic Implementation
Christina Mitkonis
CFP®, MSFP
Senior Wealth Advisor
Anthony Veloso
CFP®, AIF®
Wealth Advisor
Josh Olson
CFP®
Wealth Advisor
Sam Quoos,
CFP®
Wealth Planning Associate
Donald Cullen, EA, MBA
CFO & Tax Manager
David Anderson
CFA®, CFP®
Manager of Portfolio Strategy
Christopher Nichols
Client Service Manager
Lori Campbell
Service Operations Specialist
Alex Figueiredo
Wealth Planning Associate
Briana Anderson
CRPS®
Marketing Manager
Kelly Allington
Office Manager & Senior Executive Assistant
Allison Pustis
Administrative Assistant
Aurora Campbell
Administrative Assistant
Nick Cosentino, CFP®
CEO & President
Nick is the Chief Executive Officer 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 the 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 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 Cosentino – Leaders
Leaders Level advisor for 2025
Nick Cosentino is proud to have been recognized as a Leaders Level advisor for 2025—a distinction based on annual production that places him among the top 11 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Leaders Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Leaders 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.
Bryan Amandolare, CFP®, CRPC®
Partner, Senior Wealth Advisor, & Advisor Mentor
Bryan is a Partner, Senior Wealth Advisor, & Advisor Mentor 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 Amandolare – President's Level
President's Level advisor for 2025
Bryan Amandolare is proud to have been recognized as a President’s Level advisor for 2025—a distinction based on annual production that places him among the top 22 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes President’s Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. President’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.
*2026 Five Star Wealth Manager Award Winner
Created by Five Star Professional. The award presented in February 2026 based on data gathered within 12 months preceding the issue date. 4,973 advisors were considered, 449 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor's future performance. Your experiences may vary.
Jason Reesey, CFP®, AIF®
Managing Partner & Senior Wealth Advisor
Jason is a Managing 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 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
- 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 Reesey – President's Level
President’s Level advisor for 2025
Jason Reesey is proud to have been recognized as a President’s Level advisor for 2025—a distinction based on annual production that places him among the top 22 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes President’s Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. President’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.
Michelle Morrissey
Chief Operating Officer & Partner, Strategic Implementation
Michelle is Chief Operating Officer and Partner, Strategic Implementation at 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, and quarterly reporting.
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 for 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
Christina Mitkonis, CFP®, MSFP
Senior Wealth Advisor
Christina is a Senior Wealth Advisor at Financial Foundations. With a strong entrepreneurial spirit and over 20 years of experience working in family businesses, Christina has built a career focused on helping individuals achieve their financial goals. Her business background, combined with her expertise as a financial advisor, gives her a deep understanding of the challenges and opportunities that come with managing wealth.
Christina's charismatic personality allows her to connect with clients on a personal level and truly understand what they value. She recognizes that every client is unique, so she takes the time to learn their aspirations, concerns, and priorities to tailor financial strategies that align with their specific needs.
Her strong work ethic and commitment to excellence drive her to provide the highest level of service. She’s passionate about empowering her clients with the knowledge and confidence they need to navigate their financial journeys.
Whether clients are planning for retirement, already retired, or setting personal financial goals, Christina is dedicated to guiding them every step of the way. She helps them make informed decisions that support their long-term financial security and overall well-being.
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
Awards
Christina Mitkonis – Pinnacle Level
Pinnacle Level advisor for 2025
Christina Mitkonis is proud to have been recognized as a Pinnacle Level advisor for 2025—a distinction based on annual production that places her among the top 59 percent of advisors affiliated with Commonwealth Financial Network.
Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Pinnacle Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Pinnacle 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.
Anthony Veloso, CFP®, AIF®
Wealth Advisor
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 seven 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®)
Josh Olson, CFP®
Wealth Advisor
Josh is a Wealth Advisor at Financial Foundations. He joined the firm with a strong background in the financial services industry and a passion for building long-term relationships with clients and colleagues alike. Josh is focused on delivering a comprehensive planning experience and providing proactive support to help clients navigate important financial decisions with confidence.
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 qualities make you best suited for what you do?
I genuinely enjoy working with people. Financial planning can be complex, and important details can get lost in long email threads. I prefer picking up the phone and having a direct conversation to make sure nothing is misunderstood. Strong relationships are built on clarity and trust.
What do you like most about being part of Financial Foundations?
What I value most about Financial Foundations is our team-based approach. Each advisor brings a specific area of expertise, and we collaborate when a situation calls for deeper insight. Clients benefit from that collective perspective - they’re never relying on just one opinion.
What is a common challenge that you are able to help solve?
Many clients feel overwhelmed by big financial decisions - whether it’s planning for retirement, navigating taxes, or adjusting to a major life change. My role is to bring clarity and structure to those moments. I won’t always tell you what’s easiest, but I will come to you with a thoughtful strategy and a clear path forward.
What do you most enjoy about helping clients?
I enjoy seeing clients gain confidence in their financial future. There’s something powerful about having a clear plan and knowing you’re on track. Life will always throw curveballs - when it does, we want to be your first call so we can adjust the strategy and keep you moving forward.
Education
- University of Delaware – Bachelor of Science, Finance and Minor, Economics
Financial Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional
- FINRA Series 7, 63, and 66 Securities Registrations
- Producer Life, Accident, and Health Insurance Licenses
Sam Quoos, CFP®
Wealth Planning Associate
Sam is a Wealth Planning Associate at Financial Foundations. As a wealth planning associate, he enjoys helping clients navigate the stressful aspects of their financial lives. Before joining the firm, Sam spent 8 years on the audit team at Commonwealth Financial Network where he traveled to different offices to help with their compliance needs. It was through this position that he realized he wanted to make the change from a back-office role to something client facing, while still having the opportunity to help people. Outside of work, Sam enjoys spending time with his family and his Staffordshire terrier.
How did you get into financial planning?
After college I joined a small broker-dealer out of Lynnfield, MA and there I obtained all my licenses as I worked my way up from data entry, to opening new accounts processing transfers and eventually approving new business. When the broker dealer was bought and sold, I joined the audit team at Commonwealth Financial Network where I was the for 8 years getting to travel to offices and assist them with their compliance needs. It was through this position that I realized I wanted to make the change from a back-office role to something client facing while still helping people.
Can you share one secret to success that has been helpful to you in your career?
I think to be successful you have to be genuine and want to improve every day. There are two quotes that I really like are “It’s the little things” and “A goal without a plan is just a wish”. Little actions accumulate in a big way so that when you look back it can seem are to imagine where you started.
What is an interesting fact about you?
I have run 4 marathons and counting.
Education
- University of Massachusetts – Amherst – Bachelor of Business Administration, Finance
Financial Certifications
- FINRA Series 7, 63, 24, 4, 52, 53 and 66 Securities Registrations
- CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional
Donald Cullen, EA, MBA
Chief Financial Officer & Tax Manager
Don is Chief Financial Officer and Tax 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
David Anderson, CFA®, CFP®
Manager of Portfolio Strategy
Dave is Manager of Portfolio Strategy 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 Manager of Portfolio Strategy?
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
Christopher Nichols
Client Service Manager
Chris is Client Service Manager 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 Client Service Manager 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
Lori Campbell
Service Operations Specialist
Lori is a Service Operations Specialist at Financial Foundations. In her role, she supports the efficient delivery of client services through operational oversight, process coordination, and compliance support across the advisory team.
Prior to joining Financial Foundations, Lori worked in the Compliance Department at Commonwealth Financial Network.
What qualities make you best suited for what you do?
I’m extremely detail-oriented and always want to help others. If I can be a part of making someone’s life easier – whether a client or an advisor – sign me up!
How did you get into financial planning?
I spent nine years working with advisors from many different standpoints at Commonwealth, whether Compliance or Operations. Not only did I learn to appreciate the financial planning side of an advisor’s role, but I also became fascinated with the intricacies involved.
Can you share one secret to success that has been helpful to you in your career?
Always ask questions, especially if it pertains to something you want to do in your career. The worst anyone can say to you is “no” and if they do, you can ask how to get to “yes”.
What is your favorite hobby?
Reading or traveling – if I’m lucky, I get to do both at the same time.
What is your favorite travel destination?
Aruba is my “go-to” quick vacation. So much to do, the people are friendly, and there are many delicious restaurants. However, for a longer vacation, Italy is my current obsession.
What is your favorite book?
If we’re going for educational books – The Sellout by Charlie Gasparino. Purely for fun – Gone Girl by Gillian Flynn
Education:
- Bentley University – Bachelor of Science, Management
Financial Designations/Certifications:
- FINRA Series 4, 7, 24, 52, 53, and 66 Securities Registrations
Alex Figueiredo
Wealth Planning Associate
Alex is a Wealth Planning Associate at Financial Foundations. He works with advisors and their clients as they plan for retirement goals, navigate life changes, and achieve financial milestones.
Prior to joining Financial Foundations, Alex worked as a Client Service Associate at The Capital Growth Management (CGM) Funds in Boston, Massachusetts. He graduated from Bryant University in May 2020.
Alex lives in Providence, Rhode Island and has a cat named Bella.
How did you get into financial planning?
I began my finance career with Capital Growth Management (The CGM Funds) in Back Bay, Boston, MA. Though I had graduated from Bryant University with a degree in Marketing, my experience with The CGM Funds introduced me to – and hooked me on – the world of financial investments. After 2 ½ years with The CGM Funds, I joined the team at Financial Foundations to work more closely with clients and focus more specifically on wealth management and financial planning.
What do you most enjoy about helping clients?
I’d spent over a decade in the hospitality industry, helping to identify and tend to the needs of my clients, before entering the field of financial planning. Though the needs of my clients may have changed – from food and wine to planning for retirement or education expenses – I have always enjoyed working with clients and helping them to fulfill their wants, needs, and goals.
Do you have any nicknames?
With too many kids named Alex on my sports teams and Figueiredo too long to shout, the nickname “Figs” was born. And yes, I enjoy the fruit too!
If we went to happy hour, what would you order?
Having tended bar for many years, I love making old fashions! I have a serious sweet tooth and I enjoy the blend of sugar and bitters…with just a hint of smokiness.
Education
- Bryant University – Bachelor of Science in Business Administration, Major in Marketing, Minor in Communication
Financial Certifications
- FINRA SIE, Series 7 and 66 Securities Registrations
Briana Anderson, CRPS®
Marketing Manager
Bri is our Marking Manager 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 the MetroWest area. 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 multiple 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
Kelly Allington
Office Manager & Senior Executive Assistant
Kelly is an Office Manager & Senior Executive Assistant at Financial Foundations. Working with Wealth Advisor Nick Cosentino, 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 great 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 an executive assistant, I assist Nick 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.
Allison Pustis
Administrative Assistant
Allison is an Administrative Assistant at Financial Foundations. As the face of the company, Allison greets clients and visitors as they walk through the office doors and on the phones. She is responsible for coordinating communications and meetings for a large and diverse group of clients.
Allison also supports day-to-day operational and facility needs at the firm. Prior to joining Financial Foundations, Allison was an Office Administrator at GardenKeep and at Bonsai Builders.
Allison and her husband, Scotty live in Shrewsbury, MA.
What qualities make you best suited for what you do?
My strong organizational skills allow me to manage multiple tasks to promote productivity for myself and the team.
Can you share one secret to success that has been helpful to you in your career?
Be a lifelong learner! There is always something new to learn to expand yourself both personally and professionally.
What do you think are the best skills that you bring to your job?
I love chatting with new people, so my communication skills are an asset I rely on daily. I enjoy getting to know clients and coworkers.
When you’re not in the office, what do you do?
When I am not in the office I love being outdoors! In the summer I am usually on the lake with my husband, Scotty. There you will find me fishing, reading, or soaking up the sun. In the winter you will find us ice fishing or skiing to make the best of the chilly weather.
What is your favorite travel destination?
Hawaii – We went to Kauai and Oahu for our honeymoon in 2023 and fell in love with the islands, especially Kauai!
What kind of pets do you have, if any? What are their names?
I have a cat named Lady that loves bird watching and belly rubs.
What is your favorite book?
My favorite series is Throne of Glass by Sarah J. Maas.
Education
- Georgia Southern University – Bachelor of Science, Elementary Education
Aurora Campbell
Administrative Assistant
Aurora is an Administrative Assistant at Financial Foundations. In her role, she is responsible for coordinating communications and meetings for a large and diverse group of clients. Aurora also supports day-to-day operational and facility needs at the firm.
Prior to joining Financial Foundations, Aurora worked as an Administrative Assistant at Asbestos Identification Lab.
What do you enjoy most about your role / responsibilities in the firm?
I value the way our team focuses on understanding and supporting each client’s unique needs. I enjoy bringing that same approach into my daily tasks. This role asks for adaptability, and I’m grateful for the opportunity to grow in that area.
What do you most enjoy about helping clients?
I’ve always felt that the best way to understand a region’s culture is to talk with the people who call it home. As a transplant from the Midwest, every conversation with our clients—whether on the phone or by email—helps me learn more about the East Coast.
Where does your story begin?
I grew up in Northern Illinois, the prairie state. It’s a beautiful region, with a unique ecosystem. The long grass prairies of the region provided great soil for farming, and the portions that have been preserved and restored over time were beautiful. Growing up in a landscape that is often underappreciated taught me to appreciate the unique biogeography of each state I have lived in. The coastal wetlands and soft, rolling forests of Massachusetts are gorgeous, and I look forward to continuing to explore the natural beauty of this state.
Finish this sentence. On Sunday mornings, you can usually find me...
At a Pilates class or watching soccer with my family and friends.
Are you a sports fan? If so, what is your favorite team?
I’ve been a fan of Liverpool Football Club since 2019, after watching a significant game against Barcelona FC. Liverpool played so well that I started watching their games and fell in love with the attitude and attacking style of the club. YNWA.
What causes are you passionate about?
I love the outdoors and love anything that promotes outdoor activities, whether it’s a sport, gardening, trail maintenance, or hiking.
Education:
- Fort Lewis College – Bachelor of Arts, Environmental Studies