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Team

Each member of our team brings deep experience in his or her area of specialty.  Our comprehensive and integrated planning approach yields much better results and objective strategies than the fragmented approach used by many financial services companies. We don’t think that making decisions about your wealth-building in silos—for example just investments or just insurance—leads to the best results for our clients. We believe that every decision requires the perspective of a team of subject matter specialists working together to determine the best strategies for our clients.

It is this multi-dimensional approach that sets WomensWorth apart from other financial services firms.

 
Amy Lampert has over twenty-five years of management experience in the financial services industry, in roles ranging from financial advisor to executive management roles in Product Development, Human Resources, and Marketing with...

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Richard works with individuals, families and businesses helping them develop effective financial strategies to achieve their goals and dreams. He provides the best service and products to his clients utilizing the resources available...

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Helping professionals, families and business owners build and preserve their wealth by bringing focus and clarity to their financial lives.This is why I live my life through what I call my Worthy Ideal, which is….“To help my clients...

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Leigh McCloskey is affiliated with The Bulfinch Group and is a member of WomensWorth's Client Relationship Management team, working closely with individuals, families and small businesses to achieve their financial goals. Through...

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I am committed to helping professionals, families and small businesses translate their hard work into successful financial strategies. I know that creating a strong, customized financial plan can have a profound impact on the ability...

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Marketing

781-292-3161

Caroline Bonnar (right) and Gina Christiano (left) serve as The Bulfinch Group’s Marketing Team, working closely with WomensWorth on marketing goals and objectives.

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