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...
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 Beckwith
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, ChFC®
Registered Representative
Matthew Pescatore has been helping individuals and businesses achieve their financial goals for over 15 years, by providing advice on Investment Planning, Tax, Retirement, Estate Planning, and Insurance. He specializes in Retirement...
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 is a licensed and certified Medicare Representative for Massachusetts and has been with Legacy Financial Advisors for 3 years...
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 48 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...