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Meet Our Team

A Boston-based advisory firm and member of the Northwestern Mutual Private Client Group, we specialize in two areas – business professionals and business owners – and provide comprehensive, tailored risk management and financial planning solutions to clients through the United States.

Lauren A Calder

Director of Operations

Dan Pion LUTCF®, MBA, RICP®

Lead Advisor

Stephen Wadlinger WMCP®

Associate Private Wealth Advisor

Facundo Zalazar

Director of Portfolio Research and Advisory

Angela Canale

Director of Marketing and Communications

Alaina Giordani

Associate Private Wealth Advisor

Nancy K Dart

Director of Insurance Operations

Megan Rose McConaughey

Investment Analyst