Financial Planning Team

Our team truly enjoys what we do and likes to have fun at work, but we are very serious when it comes to providing our clients with prompt service, accurate communication, and professionalism at all times. Please contact us immediately if you have any questions or have a request. We will work hard to address your needs without delay.

Sankaty Wealth Management Team

 

Michael P. Ryan , CFP®, CLU®, ChFC®

Partner and Wealth Management Advisor

Office 781-664-1255


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Christopher R Scearbo

Partner and Wealth Management Advisor

Office 978-500-6218


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Ryan Landry

Associate Financial Representative

Office 781-664-1200


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Jenna Curren Carlyle , B.A.

Director of Client Experience

Office 781-664-1200


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Sarah Putnam

Insurance Coordinator

Office 781-664-1200


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Jordan Hirsch , MBA

Director of Investments

Office 781-664-1246


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Matt Burke

Financial Planning Analyst

Office 781-664-1200


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Casey Conroy

Investment Associate

Office 781-237-7070


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