COMMONWEALTH

Anne joined Commonwealth in July 2022 as an advanced planning consultant. In this role, her responsibilities include reviewing and summarizing plan and legal documents, along with reviewing planning objectives to help identify opportunities to meet clients’ needs. Before joining Commonwealth, Anne was an associate attorney at Gosselin & Kyriakidis and a law clerk for criminal defense attorneys at various law offices. She spent four years at University College Dublin in Ireland and Université Paris-Panthéon-Assas in France pursuing a double degree in comparative law and international law, earning the French and Irish equivalent of an American JD. She then earned an LLM in U.S. and international law from the Chicago-Kent College of Law. Anne is also a licensed attorney in New York, an enrolled agent with the IRS and has the CPWA® designation.

Aric joined Commonwealth in August 2020 as an advanced planning consultant. In this role, he provides financial planning support for advisors, including estate, trust, charitable, education, business, and social security planning strategies, and has expertise in equity compensation. Before joining Commonwealth, Aric worked for several financial service firms, including Edelman Financial Engines, Financial Knowledge, Pension Specialists, Optionwealth, and Ernst & Young. Aric graduated with a BS in biology from Tulane University, earned his JD from Tulane School of Law, and received an LLM in taxation from New York University School of Law. He is a member of the New York State Bar (retired) and the American Bar Association; is a CERTIFIED FINANCIAL PLANNER® practitioner; has the Certified Equity Professional certification (CEP), the Tax Planning Certified Professional™ (TPCP™) designation; and holds FINRA Series 6, 63, and 65 securities registrations.

Bryan joined Commonwealth in December 2024 as an advanced planning consultant. In this role, he is responsible for reviewing and summarizing estate plans and other legal documents to educate financial advisors, along with analyzing client planning objectives to uncover opportunities aligned with their needs. Bryan also coaches advisors on managing client relationships and collaborating with attorneys, CPAs, and other professionals, with a focus on strategic, big-picture planning. Before joining Commonwealth, Bryan worked as an attorney at Delaney & Muncey and Goodwin Procter LLP. He earned a bachelor’s degree in political science and economics from Lehigh University and a JD from Boston University.

Mike joined Commonwealth in August 2008 and served in a variety of Operations roles before joining the Advanced Planning team in 2017. He spent nearly five years with Advanced Planning, then worked for three years as an advisor with WHZ Strategic Wealth Advisors in Pomfret, Connecticut, before returning to his role as an advanced planning consultant in January 2025. In this role, he provides financial planning support for advisors, including estate, trust, charitable, education, business, and retirement income planning strategies. In June 2025, Mike was promoted to Supervisor of the Virtual Paraplanning Team, where he helps advisors build, enhance, and expand their financial planning practices. He has earned his bachelor’s degree in business administration from the University of Connecticut; FINRA Series 7, 24, and 66 security registrations; the CERTIFIED FINANCIAL PLANNER® certification and RICP® designation.