Team
Denise Iarrobino
Service Support
Denise Iarrobino offers client service support to our company. She is responsible for working with the service team.
Edward Kiernan, IV
Financial Advisor
Ed Kiernan is a professional Financial Advisor with extensive experience helping affluent families and business owners. Proud Alum of the University of Massachusetts, Dartmouth...
Jason Batista
Financial Advisor
Jason is a lifetime Massachusetts resident who resides in Waltham, MA. Jason has had experience working with the senior citizen community here in Massachusetts. Proud Alum of the University of Massachusetts, Amherst...
Jessica Cole
Financial Advisor
Jessica Cole is a Financial Advisor who focuses on helping her clients achieve their financial goals, such as retirement or funding their children's education, through comprehensive financial planning and investment management....
Joan C. Boyd
Financial Representative
Joan C. Boyd lives in Franklin, MA and is a Financial Representative specializing in estate strategies for working families and retirees. She also works closely with women to help them achieve their financial goals and objectives....
Jonathan Green
Financial Advisor
Jon is an Investment Advisor Representative of SagePoint Financial and has been working in the financial industry for 20 years. Jon is an IARFC Registered Financial Consultant and a member of *Ed Slott’s Master...
Kathryn Amorello
Licensed Insurance Producer
Kathryn is a registered insurance producer who has been employed by Legacy Financial Advisors for the past 7 years. She works alongside Maggie Green to help manage Jon Green and Tom Fisher’s practice.
Kenneth L. Moran
Financial Advisor
Kenneth L. Moran is a financial advisor with over 25 years of experience managing money for individual clients and businesses. Ken takes pride in getting to know his clients and takes the time to really understand their individual...
Maggie Green
Financial Advisor
Maggie Green is an Investment Advisor Representative of SagePoint Financial, who helps to manage the day-to-day operations of Jon Green and Tom Fisher’s practice.
Matthew Pescatore
Registered Representative
Matthew Pescatore has been helping individuals and businesses achieve their financial goals for over 14 years, by providing advice on Investment Planning, Tax, Retirement, Estate Planning, and Insurance.
Michael Tartarini
Branch Manager
(508) 366-1711
Michael Tartarini OSJ for Legacy Financial Advisors, Inc. With over 25 years in the financial services industry, Michael brings a wealth of knowledge to the team. He currently holds a Series 7...
Michelle Szaro
Licensed Medicare Agent
Michelle Szaro for completing all licensing requirements to become a Medicare Certified Representative for Massachusetts! Michelle has been with Legacy Financial Advisors since 2019 and joined the team with a wealth of knowledge and...
Paul Mauro, CLU, ChFC
Managing Partner
Paul J. Mauro, CLU, ChFC is the Managing Partner of Legacy Financial Advisors, Inc. and has been in the industry for 47 years. In 1987, as the financial industry was starting to evolve, Paul started his own independent firm. Paul...
Richard J. Tartarini, AIF®
Financial Advisor
rich.tartarini@lfsadvisors.com
Rich Tartarini is a Financial Advisor with over thirty years of experience in the financial services industry. Rich has built a reputation on providing clients with integrity, work ethic, accessibility, experience and a common-sense...
Thomas Fisher
Certified Financial Advisor
Tom is an Investment Advisor Representative of SagePoint Financial and has been working in the financial industry for almost 35 years...
William "Bill" Balint
Financial Advisor
(413) 261-7111
Bill has over 27 years in the financial services industry. Bill started his career as a college intern with Northwestern Mutual in January of 1991 in Springfield, Massachusetts...