Meet Our Team
The advice we give is the advice we follow.
—
DOUG DICERBO & JIM PETTORELLI
Principals, Sentry Hill Financial Advisors
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.
After earning her Bachelor's degree in Business Administration from Merrimack College in May of 2013, Lauren began working with Sentry Hill Financial Advisors full-time in June of 2013.
As an Associate Financial Representative Lauren works as Sentry Hill's Director of Operations, overseeing the team & preparing a wide array of our insurance proposals. With a strong background in policy owner service, Lauren can either assist or direct new & existing clients to a team member that would be happy to help answer any of their questions, whether it be regarding:
- Scheduling
- Underwriting
- Investment Operations
- In-Force Policy Owner Service
- Any other aspects of client services
Lauren holds several professional credentials including the Series 6, Series 63, and a Life, Accident and Health Insurance License.
Dan joined Sentry Hill Financial Advisors in October of 2020, with many years of experience as a Financial Advisor at New York Life and Citizens Investment Services.
Dan will serve as a direct contact and liaison to our client base with specific focus, expertise and knowledge on both the insurance and investment sides of our business.
Dan looks forward to providing excellent customer service, effective client discovery and reviews for all the clients he serves.
Dan resides in Lexington, MA with his wife, where they have raised three daughters.
Dan holds his MBA from Northeastern University, his Life Underwriter Training Council Fellow (LUTCF ®) designation, series 6, 7, 63, 66 and Life, Accident & Health insurance licenses.
After earning his Bachelor degree in Business Management from Suffolk University, Stephen began working with Sentry Hill Financial Advisors full-time in July of 2009.
As an Associate Wealth Management Advisor, Stephen supports Sentry Hill with the servicing of investment client accounts as well as any investment-related operational issues.
Stephen, along with Sentry Hill can help you implement an investment strategy suited to your needs and build an investment portfolio that compliments your other financial commitments.
Stephen holds several professional certifications including the Series 6, Series 63, Series 7, and a Life, Accident, and Health Insurance License.
After earning his bachelor's degree in Accounting from Caldwell University in May of 2013, Facundo began working with Sentry Hill Financial Advisors in January of 2016.
Facundo serves Sentry Hill's leading financial planning analysts. His daily focus includes:
- Managing the preparation of retirement income planning by analyzing and allocating investment portfolios
- Proposing the buying and selling of securities to re-balance client portfolios to their suitability and personal investment objectives
- Preparing college savings projections and servicing 529 college savings plans
- Preparing investment proposals for prospective clients
- Performing statistical, cost and financial analysis in various reporting systems
- Presenting reports on general economic trends to management/clients
- Performing daily updates of clients' current assets through NetExchange Pro and Morningstar applications
Facundo currently holds his Series 7 and 63 registrations.
Prior to coming to Boston, Facundo worked with the investment team at Bleakley, Schwartz, Cooney & Finney LLC in New Jersey.
A native of Boston, Angela has more than 20 years’ experience with trusted relationships in the Boston Business community. Angela is a strategic & collaborative thought leader generating growth, engaging audiences and innovating brands. She has an accomplished track record of managing high level projects, transforming the client landscape, creating meaningful relationships and leading teams through the digital landscape. Angela is also very active with the March of Dimes. She has been a volunteer since 2004 and an executive board member since 2006. Outside of her day to day work life, Angela is an active member at her children's schools and youth sports. Angela and her husband John live in Milton with their 4 children (Amanda 20, Kristina 18, Johnny 16 & Michael 10).
Alaina joined Sentry Hill Financial Advisors in October of 2021, with many years of experience in the wealth management sector.
As Sentry Hill’s Planning Assistant, Alaina will assist us in the construction and management of financial plans for current and prospective clients, as well as support our investment operations team.
Alaina resides in Quincy, MA with her husband and two daughters. In her free time, she enjoys baking, reading, dining out and vacationing down the Cape, points north (NH and ME) and Florida.
Alaina holds a Bachelors in textile marketing with a concentration in business administration from the University of Rhode Island. In addition, she has her Series 7, 63, 66, life, accident, and health insurance licenses.
Nancy joined Sentry Hill Financial Advisors in December of 2022, with many years of experience in the financial services and wealth management industry.
As Sentry Hill’s Director of Insurance Operations, Nancy will assist with:
- All new insurance policy operations, including preparing illustrations, gathering application data, and client follow-up.
- Underwriting document gathering and preparation.
- Scheduling paramedical examinations and follow-up with providers.
- All in-force policy owner services.
- Marketing.
- Any other aspect of insurance service.
Nancy resides in Savannah, GA with her husband and three children. In her free time, she enjoys traveling, spending time with family and friends, and rooting for Georgia Southern football!
Nancy holds a Bachelor’s degree in Public Health from Georgia Southern University. In addition, she has her life, accident, and health insurance license.
Megan joined Sentry Hill Financial Advisors in December of 2022, after recently graduating The Ohio State University with a Bachelors of Science in Finance and a minor in German.
As one of Sentry Hill’s Investment Analysts, Megan will assist us:
- Analysis of current holdings to seek out flaws and favorable alternatives for prospects current portfolios.
- Build deliverable proposals using asset allocation, location, and creative, thorough analysis.
- Be prepared with updated analysis and recommendations before client reviews.
Megan resides in Scituate, MA. In her free time, she enjoys distance running, cooking, playing with her dogs, and especially hiking/camping and being outdoors!
In addition, she has her Series SIE, 63 and life, accident, and health insurance license.