Skip to main content

Meet Our Advisory Team

Our Waltham-based financial advisors offer personalized financial planning, investment management, and strategic tax planning services to individuals and families. We help our clients make confident, informed decisions about their finances, whether they’re preparing for retirement, planning their estate, or growing generational wealth. 

Our team has deep experience working with business owners & entrepreneurs and specialize in serving retirees and pre-retirees in the Boston area.

If you’re searching for a financial advisor in Waltham, MA our team is ready to support your financial goals.

Connect with Us

Managing Directors

  • Mark Mathers, CFP®, CSRIC®

    Partner, Managing Director

Mark Mathers

Mark Mathers, CFP®, CSRIC®

Partner, Managing Director

Mark is a co-founder of the Beacon Pointe Boston office, where he is both Partner and Managing Director. With over 25 years of experience, Mark leads a dedicated team of private wealth professionals in the regional office. Mark is co-chair of the Diversity, Equity & Inclusion Committee for Beacon Pointe Advisors and is very passionate about values-based investing.  Mark holds an honors degree in Business Studies from Ulster University, a Certificate in Export Marketing from the University of San Francisco, a Diploma in Philosophy from St. Patrick’s Seminary, and is a CERTIFIED FINANCIAL PLANNER® (CFP®).  Mark values collaboration, collegiality, and integrity in the process of positively impacting the lives of his clients. He lives in Lynnfield, MA with his wife Kathleen and their three children. Outside of the office, Mark is an avid soccer fan, enjoys Gaelic football and golf.

Wealth Advisors

Andrew Scanlon

Andrew Scanlon, CFP®, CSRIC®

Wealth Advisor

Andrew is a Wealth Advisor in Beacon Pointe’s Boston office, and is responsible for helping clients determine and achieve their financial goals. Prior to joining Beacon Pointe, Andrew worked as a Consultant at Eaton Vance where his responsibilities included acting as liaison between portfolio managers and financial advisors, assisting with portfolio construction and practice management and gathering and retaining assets. Andrew earned his bachelor’s degree in Business Administration from Saint Michael’s College, where he was a member of the men’s soccer program. Outside of the office, Andrew enjoys playing soccer, golf, and spending time with family and friends.

Flynn McDonnell

Flynn McDonnell, JD

Principal, Senior Wealth Advisor

Flynn is responsible for client advisory and client development within the Boston office of Beacon Pointe Wealth Advisors. Flynn has over thirty years of experience advising individuals and families on investing, estate planning and family governance and has sat on investment and planning committees for various registered investment advisors. Prior to joining Beacon Pointe, Flynn helped establish the family office practice for FTI consulting where he advised families globally on operations, investing and governance. Flynn spent over 10 years at Fidelity Investments as a Retirement Consultant and VP, Senior Account Executive in the Private Client Group. Flynn started his professional career at law firm Forman, Roberts Klickstein and Levy and has practiced in the fields of Trust and Estates and Corporate Law. He earned a Bachelor of Science degree in Business Management from Ithaca College and his Juris Doctorate from St. Thomas University School of Law in Miami Florida. He also sits on several non-profit and for-profit advisory boards. Flynn enjoys sailing and coaching his two sons in lacrosse and football.

Melisa Dobraca

Melisa Dobraca Iacono, CDFA®

Wealth Advisor

Melisa is responsible for assisting the wealth advisory team in financial planning, investment management and administrative aspects of client service. Prior to joining Beacon Pointe, Melisa worked for Windrose Advisors, LLC as an operations associate. She graduated from the University of Vermont, majoring in Finance and minoring in Spanish.  In her free time, Melisa enjoys running and spending time with family and friends.

Michael Maglio Headshot

Michael Maglio

Associate Wealth Advisor

Michael is an Associate Wealth Advisor in the Beacon Pointe Waltham office and is responsible for partnering with advisors to assist in delivering customized solutions that ensure clients meet their financial goals. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client servicing. Prior to joining Beacon Pointe, Michael attended Colby College, where he earned his bachelor’s degree in psychology and played on the football team. Outside the office, Michael enjoys golfing, watching Giants and Yankee games, and spending time with friends and family.

Ryan Leahy

Ryan Leahy

Associate Wealth Advisor

Ryan is an Associate Wealth Advisor in the Boston office and is responsible for partnering with advisors to assist in delivering customized solutions that ensure clients meet their financial goals. Among his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client servicing. Prior to joining Beacon Pointe, Ryan attended Providence College, where he earned his bachelor’s degree in finance. Outside the office, Ryan enjoys spending time golfing, playing hockey, cheering on the Friars, and spending time with friends and family.

Vincent Franks

Vincent Franks

Principal, Senior Wealth Advisor

As a Principal and Senior Wealth Advisor in the Beacon Pointe Wealth Advisors Boston Office, Vincent Franks works with successful corporate executives, professionals, and families to help them achieve their wealth and retirement goals. Vincent strives to provide high-level service to all of his client relationships and works in partnership with other Wealth Advisors within the BPWA Boston Office. Prior to joining Beacon Pointe, Vincent was a Client Advisor for Boston Private Wealth Management. Prior to joining Boston Private, Vincent was a Client Advisor with Silver Bridge and an Associate Consultant at Bostonian Wealth, where he researched and analyzed mutual funds, managed and rebalanced client portfolios, helped develop financial plans, and prepared client account reports. Vincent earned a BA in Accounting and Finance from Dublin City University in Dublin, Ireland.

Client Service & Operations

Alyson Barboza Headshot

Alyson Barboza

Senior Office Management Associate

Alyson is responsible for supporting the office and team of advisors in the Beacon Pointe Advisors Boston office. She is responsible for client communications, the oversight of internal processes as well as general office management duties and prides herself on building and maintaining relationships with the firm’s clients. Prior to working at Beacon Pointe, Alyson worked for Silver Bridge Advisors as an executive assistant providing a high level of customer service by serving as a liaison between clients and their advisors. Alyson earned her bachelor’s degree at Framingham State University. Outside of the office Alyson enjoys spending time with her family, snowboarding and going to the beach.

Collin Weeks

Collin Weeks

Associate Regional Director

Collin is an Associate Regional Director responsible for coordinating and leading business development efforts across Beacon Pointe’s referral networks and custodial partners. Prior to joining Beacon Pointe, Collin held the role of Credit Syndication Manager at Financial Partners Group. Collin graduated with a bachelor’s degree in finance from Michigan State University. In his free time, he enjoys spending time with friends and family, playing sports, and attending concerts.

Kristopher Brassard

Regional Director

As a Beacon Pointe Regional Director, Kris coordinates and leads business development efforts across Beacon Pointe’s referral networks and custodial partners while also providing clients with customized wealth management solutions and plans. Prior to joining Beacon Pointe, Kris spent 10 years at Eaton Vance Investment Management across various roles. Kris received his Bachelor of Science degree in Finance from Stonehill College. Outside of the office, he enjoys traveling, golfing, and spending time with family.

Medha Nadgir

Medha Nadgir

Director, Account Reporting

As a Principal and Director of Client Service at Beacon Pointe Advisors, Medha brings to her role an ease with numbers, a passion to work with people, and a drive to consistently give her best. Medha is also very passionate about educating, empowering, and engaging women investors and is an active member of Beacon Pointe’s Women’s Advisory Institute. Medha holds a Bachelor of Engineering degree from NIT Nagpur, India, and transitioned to the financial services industry in 2008. Prior to joining Beacon Pointe, Medha worked as an Associate Advisor at David Witherbee & Associates in Concord, MA.  Medha has completed the educational requirements for the CERTIFIED FINANCIAL PLANNER® (CFP®) certification. Medha is actively involved with her alumnae and in community service through Sewa International.

Robert Santamaria

Robert Santamaria

Relationship Manager

Robert is a Relationship Manager in the Beacon Pointe Boston office and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients and develop strong, long-lasting relationships. Prior to joining Beacon Pointe, Robert worked for Commonwealth Financial Network, where he specialized in IRA and retirement plan distributions. Robert earned his bachelor’s degree from Brandeis University with majors in History, Economics, and Russian Studies. Outside of the office, Robert follows geopolitics with a focus on centering current events with historical context.

Shanshan Li Headshot

Shanshan Li

Operations Associate

Shanshan is an Operations Associate in the Beacon Pointe Boston Office and is responsible for the coordination of operational activity and projects in key systems, including CRM, reporting, and trading systems. She works directly with the centralized teams to support the Boston office’s advisory teams. Shanshan earned her B.A. in Corporate Systems and M.S. in Applied Economics with a Data Analytics Graduate Certificate, from Boston College. Prior to joining Beacon Pointe, Shanshan worked primarily in the financial services industry. Beyond her professional life, she finds joy in engaging in outdoor activities, reading, and exploring various cuisines.

Financial Advisory Services Tailored to Your Needs

Our process and attention to detail ensure your wealth plan allows you to make smart choices about your financial future through informed decisions.

Financial Planning
Our holistic allWEALTH® approach addresses all aspects of your financial well-being.

Retirement Planning
We help clients achieve their best retirement by making smart, informed choices now.

Estate Planning
We’ll help ensure you have the necessary documents in place to protect your family and legacy.

Strategic Tax Planning
Our team is well-versed at integrating tax strategies across your portfolio and financial plan.

Investment Management
We offer customized investment solutions with diverse strategies on an open platform.

Healthcare Planning
Our team can guide you in confidently planning for your future healthcare needs.

Asset Protection
Our team uses their expertise to design a protection plan for your family and assets.

Family Office Services
Our role is to help ensure that your wealth will last you and your family for generations to come.

Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.
Loading...