Commonwealth Financial Group Partners
Through our partnership with Commonwealth Financial Group, we have access to the following specialists and resources.
This qualified team specializes in comprehensive financial strategies across diverse markets, encompassing business, personal, estate, and charitable planning. Collaboratively, we focus on nurturing your wealth to its fullest potential, crafting personalized solutions designed to optimize your financial journey both now and into retirement.
Noah Klar
Design Center Analyst
Dan oversees the firm’s Wealth Strategy team at Commonwealth Financial Group, ensuring that advisors have access to specialists to help deliver the highest level of service in advanced planning, estate planning, and investment strategies. Dan’s leadership ensures both advisors and clients benefit from an active process designed with ongoing experiences and support.
With over 10 years of experience, Dan has created more than 10,000 financial plans and dedicated over 10,000 hours to research and learning, making him a subject matter expert in the field. His journey in financial planning began after graduating from Bentley University in 2012, driven by a passion for helping others. Actively engaged in the Financial Planning Association (FPA), Dan holds prestigious designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®) and Retirement Income Certified Professional (RICP®). His credentials also include Series 7, 66, 24, and various state LAH licenses.
Todd Seresky
Investment Planning Strategist
As Advanced Planning Strategist at Commonwealth Financial Group, Andrew works directly with advisors on the pre-sale analysis and design of Advanced Planning cases in the Business High Net-Worth, Estate Planning, and Personal High Net-Worth Markets. Andrew brings a creative thought process to opportunities, helping clients and advisors acknowledge and address various planning opportunities. His approach focuses on pairing timely concepts and unique funding ideas to specific client situations with an emphasis on future flexibility.
Before joining Commonwealth Financial Group, Andrew spent 10 years at First American Insurance Underwriters, a full-service Brokerage General Agency in the Boston Area. As a Senior Case Design Specialist, he worked with top national insurance producers from a multi-carrier design standpoint.
Andrew Gordon
Advanced Planning Strategist
As an Investment Planning Strategist at Commonwealth Financial Group, Todd works with clients to help them achieve their financial goals while supporting advisors in understanding the investment landscape and identifying potential solutions.
Prior to his current role, Todd worked at Bank of New York Mellon as an Associate Wealth Manager, overseeing more than $1 billion in assets under management. He also worked at Fidelity Investments as an Internal Wholesaler, selling Fidelity’s mutual funds, 529 plans, and retirement products to financial advisors, generating over $300 million in mutual fund sales. Todd received his Bachelor of Science in Finance from Lehigh University in 2012 and his MBA from Babson College in 2022. He holds Series 7, Series 63, and Massachusetts Life and Health licenses.
Dan Murphy
Head of Wealth Strategy
Noah plays a crucial role in supporting financial advisors by providing comprehensive financial planning, estate planning, and insurance advice to their clients. In this capacity, Noah meticulously analyzes client and prospective client information, identifying and recommending insurance, investment, and estate planning opportunities to enhance their financial well-being. Noah’s expertise in producing detailed financial plans and personalized presentation materials enables financial advisors to effectively communicate these opportunities to their clients.
Noah graduated from the University of Miami Herbert Business School, earning a bachelor’s degree in finance and a minor in accounting.
These individuals above are not employees of Sky Peak Financial. These resources are employees of Commonwealth Financial Group.