Leadership — Commonwealth Financial Group

Our Leadership

Commonwealth Financial Group’s culture is characterized by teamwork, trust, and cooperation – where we collectively work and strive to successfully serve our advisor’s needs.

Executive Leadership

Richard St. Jean, Jr.

Executive Chairman

Eric Spindt

Chief Executive Officer

Dakota Brizendine

Head of Financial Planning Mastery Division

Justin Connor

Chief Financial Officer

Ami Howes

Chief Operating Officer

Andrew Medema

Chief Innovation Officer

Michael Moran

Head of CFG Brokerage

Dan Murphy

Head of Wealth Strategy

Bobbi Rebisz

Head of Advisor Growth

Management Team

Meghan Blomberg

Managing Director

Christina Brissette

Director of Career Development

Chelsea Brochu

Estate Planning Strategist

Jessica Cahill

Director of Insurance New Business & Service

Tiffany DeLisi

Director of Investment Operations

Nicole Finlayson

VP of Operations

Andrew Gordon

Advanced Planning Strategist

Colette Lemarier

VP of Human Resources

Eric McPherson

Director of Technology

John Micavich

Relationship Management Strategist

Samuel Paul

Managing Director

Karen Pearl

VP of Agency Supervision

Sam Philbrook

Managing Director

Nick Roop

Managing Director

Todd Seresky

Investment Planning Strategist

Will Vollmer

Life Insurance Strategist