Professional Assistance
The persons listed below have been trained to teach the NEFE curriculum and have volunteered to assist teachers in the classroom in connection with that curriculum. The Office of Consumer Affairs and Business Regulation does not sponsor or endorse any business, service or product associated with anyone on the list, nor do we represent that any particular person is suited to satisfy a specific program or classroom need, beyond the ability to teach the NEFE curriculum. If you're a teacher interested in working with someone on the list in your classroom, or through another kind of program, please contact them directly to determine whether he/she is a suitable fit.
Revised list as of Dec. 20, 2006
| First name | Last name | Organization | City | Phone | |
|---|---|---|---|---|---|
| Christine | Burke | Commonwealth Financial Group | Andover | 978-475-8710 | |
| Paul | Games | Boston Partners Financial Group, LLC | Andover | 978-689-9303 | |
| Elaine | Sullivan | NESC Federal Credit Union | Andover | 978-475-3090 | |
| Karen | Pike | Ameriprise Financial | Arlington | 781-641-1787 | |
| Maxine | Johnson | Foresight Personal Financial Planning, LLC | Attleboro | 508-728-9454 | |
| Jim | Thompson | Linsco/Private Ledger Investment Services | Auburndale | 617-527-6090 x248 | |
| Bob | Reddy | Financial Planner | Barnstable | 800-252-5291 | |
| Jeff | Bonner | IndymacBank | Beverly | 781-238-6705 | |
| William | Haddad | Mass. Society of CPA's | Billerica | 603-625-8559 x327 | |
| Deb | Bloomberg | Federal Reserve Bank of Boston | Boston | 617-973-3371 | |
| Louis | Chinappi | First American Title Insurance Co. | Boston | 617-772-9289 | |
| Frederick | Connor | MA State Employees Credit Union | Boston | 617-751-7126 | |
| Robin | Finn | Feeley & Driscoll | Boston | 617-742-7788 | |
| Jack | Goldberg | Mass. Society of CPA's | Boston | 617-556-4000 x306 | |
| Jennifer | Hornsby | First American Title Insurance Co. | Boston | 617-722-9278 | |
| Catherine | McCormack | City of Boston Credit Union | Boston | 617-635-2470 | |
| George | Mellman | Fidelity Investments | Boston | 508-357-3847 | |
| Kellyann | Nee | Telephone Workers' Credit Union | Boston | 617-439-6500 | |
| Blair | Nurse | Tremont Credit Union | Boston | 781-843-5626 | |
| Amy | Perry | Money Management International | Boston | 617-447-8891 | |
| Anthony | Scafidi | Mass. State Employees Credit Union | Boston | 617-751-7108 | |
| Debbie | Sousa | Mass. Mortgage Bankers Assoc. | Boston | 617-570-9114 | |
| Debra | Stotler | Smith Barney | Brighton | 617-589-3449 | |
| Frank | DeAngelis | Metropolitan Credit Union | Chelsea | 617-889-7701 | |
| Neal M. | Wolf | MA Society of CPAs | Chestnut Hill | 617-323-8425 | |
| Stacy | Weibel | Aldenville Credit Union | Chicopee | 413-536-0475 | |
| Patty | Howe | Leominster Credit Union | Clinton | 978-466-7356 | |
| Elaine | Bonoma | Abaris Financial Group | Concord | 978-371-9649 | |
| Jane | Abbott | A.G. Edwards | Dartmouth | 508-994-1311 800-862-5849 | |
| Mark | Podolsky | Financial Solutions Associates | Dedham | 781-251-0505 | |
| Debra | Perrin | Southern Mass Credit Union | Fairhaven | 508-994-9971 | |
| Barbara | Goodwin | Fitchburg MEFCU | Fitchburg | 978-342-1827 | |
| Mary Anne | Squillace | Mary Anne Squillace, CPA | Franklin | 508-528-0712 | |
| Ronald | Foisy | WB Smith Companies | Grafton | 508-839-4465 | |
| Joseph | Meichelbeck | Blackstone Valley Chamber of Commerce Education Foundation | Grafton | ||
| Shannon | Pettis | Northeast Community Credit Union | Haverhill | 978-374-4586 | |
| Martha | Burzycki | Career Opportunities | Hyannis | 508-862-6139 | |
| Alice | Lowenstein | Fidelity Investments | Jamaica Plain | 617-563-9860 | |
| Paul | Buckley | Ameritas Investment Corp | Lexington | 781-652-8163 | |
| Annie | McQuilken | Kintyre Financial Advisors, LLC | Lexington | 781-862-8606 | |
| Philip | Sagan | Philip J. Sagan Financial Consulting Inc. | Lexington | 781-861-7294 | |
| Anne-Marie | Bisson | Jeanne D'Arc Credit Union | Lowell | 978-323-3254 | |
| Daniel | Hynek | MA Financial Planners Assoc. | Lowell | ||
| Steven | Jones | Jeanne D'Arc Credit Union | Lowell | 978-452-5001 | |
| Jennifer | Sylvester | Jeanne Darc Credit Union | Lowell | 978-323-3286 | |
| BarbaraAnn | Greer | Jobs for Baystate Graduates/ Classical High School | Lynn | 978-808-0583 | |
| Shelley | Plumer | CBC Innovis (Credit Bureau) | Lynn | 781-534-3950 | |
| Richard | Biagiotti | Personal Financial Management Plus | Lynnfield | 781-477-0451 | |
| Michael | Rioux | Personal Financial Management Plus | Lynnfield | 781-477-0451 | |
| Mary Ann | Clancy | MA Credit Union League | Marlboro | 800-842-1242 | |
| Paula M. | Dion | MA Credit Union League | Marlboro | 800-842-1242 | |
| Janice | McQuaid | ETR Marlborough | Marlborough | 508-786-0928 | |
| Patricia | Konetzny | The Practical Planner | Maynard | ||
| Maureen | Demers | FPA | Methuen | 978-685-8423 | |
| Linda | Saitta | Sovereign Bank | Methuen | 978-975-0904 | |
| Tommi | Craig | Grafton Suburban Credit Union | N. Grafton | 508-839-5493 | |
| Jessie | Foster | Waterstone Retirement | Needham | 781-453-9600 | |
| Andrew | Witherbee | Newburyport Bank | Newburyport | 978-462-3936 | |
| Judy | Ludwig | Braver Wealth Management | Newton | 617-969-0223 | |
| Tracy | Beaudoin | Sovereign Bank | North Andover | 978-686-5761 | |
| Dalia | Diaz | Merrimack Valley Federal Credit Union | North Andover | 978-975-4095 x2112 | |
| Gloria | Foley | Putnam Investments | North Andover | 978-689-4734 | |
| Deb | Campbell | Conway Financial Services | Norwell | (781) 261-5354 | |
| Patricia | Hanifey | Seaport Credit Union | Salem | 978-744-1153 | |
| April | Healey | Central One Federal Credit Union | Shrewsbury | 508-842-7400 | |
| Thomas | Collins | ING | Springfield | 413-262-9796 | |
| Gary | Fishlock | STCU Credit Union | Springfield | 413-732-9812 | |
| Barry | Lefkov | MA Society of CPAs | Stoughton | 781-341-4585 | |
| Cherylanne | Novinsky | Mortgage Solutions | Stoughton | 781-297-5688 | |
| Jillian | D'Elia | Taunton Federal Credit Union | Taunton | 508-824-6466 | |
| Susy | Tavares | Taunton Federal Credit Union | Taunton | 508-803-6457 | |
| Maria | Marchand | Sullivan Bille, PC | Tewksbury | 978-970-2900 | |
| Nicholas | Costas | GMAC Mortgage | Topsfield | 617-571-1234 | |
| Deborah | Maloy | Maloy Financial Services | Wakefield | 781-245-3466 | |
| Roger | Moulton | Calibre Advisory | Waltham | 781-392-2843 | |
| Regina | Ballinger | Ballinger Financial Services | Wellesley | 781-431-7711 | |
| Diane | Lapon | Lapon Financial Services | Wellesley | 781-235-3310 | |
| Eileen | Salhab | Sovereign Bank | Wesford | 978-692-1900 | |
| Wendy | Brown | Unibank | Whitinsville | 508-234-8112 x3002 | |
| Chris | Foley | Unibank | Whitinsville | 508-234-8112 | |
| Diane | Thompson | Unibank | Whitinsville | 508-234-8112 | |
| Linda | Vincent | Unibank | Whitinsville | 508-234-8112 | |
| Paul D. | Tisdale | Mutual Federal Savings Bank | Whitman | 781-447-4488 x220 | |
| Elaine | Mistretta | MDC Associates, LLC | Wilmington | ||
| Paul | Young | Young Investment Research Group | Winchendon | 978-297-4646 | |
| Karen | Busanovich | Karen Busanovich, CFP | Woburn | ||
| Rosemarie | Boyd | Boyd Financial Strategies, Inc. | Worcester | 508-754-3226 | |
| Laura C. | Cummings | AllCom Credit Union | Worcester | 508-754-9980 x211 | |
| Karen E. | Duffy | Worcester Credit Union | Worcester | 508-853-9966 x118 | |
| Ruth | McClure | Worcester Credit Union | Worcester | 508-752-1468 | |
| Jennifer | Simes | Boyd Financial Strategies, Inc. | Worcester | 508-754-3226 | |
| Lisa | Steinbring | Worcester Credit Union | Worcester | 508-595-1333 |
This content was provided by the Office of Consumer Affairs.