Lauren J. DiNitto

Director, New Business
Boston

 

BIO

Lauren DiNitto joined Financial Architects Partners in June 2008 as an Associate in the New Business Department. In her current role as Director of New Business, Lauren's primary responsibilities include managing cases from the informal application process through portfolio implementation. This includes guiding clients through the application process, cultivating relationships with life insurance carriers, and negotiating with carrier contacts to ensure the best underwriting for our clients.

 

Prior to joining Financial Architects Partners, Lauren was involved with various business management and marketing internships, where she carried out financial planning, competitive analysis, and in-store marketing projects. 


EDUCATION

Bachelor of Arts in Business Administration, Bryant University

CONTACT

Prudential Tower
800 Boylston Street, 26th Floor
Boston, MA 02199
617-259-1900

Joel L. Turcotte

Director, Finance
Boston

 

BIO

Joel Turcotte joined Financial Architects Partners in 2007 as an Associate in the Design and Marketing Department. Joel transitioned into the Finance Department in March of 2008 and has now assumed the role of Finance Director. As a part of managing the firm's financial accounting, monitoring and reporting systems, Joel is responsible for processing deposits and producer commissions, handling invoices and managing vendor relationships, month end closing procedures and operational reporting to the management team, budget planning and variance analysis, firm tax reporting, and developing department process and procedures to maintain best in practice accounting practices and standards.

 

Joel is an active runner and ski enthusiast who resides and enjoys his free time on the New Hampshire Seacoast.


EDUCATION

Bachelor of Science in Accounting, University of Rhode Island

CONTACT

Prudential Tower
800 Boylston Street, 26th Floor
Boston, MA 02199
617-259-1900

David T. Valcourt, CFP®

Vice President, Client Planning

Boston

 

BIO

David Valcourt joined Financial Architects Partners in 2008 as an associate in the Design & Marketing department. In his current role of Vice President of Client Planning, Dave is responsible for overseeing the Portfolio Construction and Portfolio Administration departments. While deeply involved in the design, planning, and implementation of complex cases, Dave is tasked with bringing the two teams in alignment with their client facing outputs and is heavily involved in the process development and training of both areas. At a broader level, Dave is involved in many firm initiatives to help drive process and efficiency for the benefit of client planning and production.

 

Prior to joining Financial Architects Partners, Dave worked as a 401(k) Design Specialist with Fidelity Investments. Dave is a member of the Boston Estate Planning Council. He is a sports enthusiast and loves spending time with family.


EDUCATION

Bachelor of Arts in Mathematics, Merrimack College

CONTACT

Prudential Tower
800 Boylston Street, 26th Floor
Boston, MA 02199
617-259-1900

Cheryl Dyer

Senior Coordinator, New Business
Boston

 

BIO

Cheryl Dyer joined Financial Architects Partners in March 2004 as a Coordinator in the New Business Department. As Licensing Coordinator, Cheryl manages all licensing obligations for the firm and its employees, working to satisfy carrier and state requirements. Additional responsibilities include managing cases from the informal application process through coverage implementation. Cheryl brings substantial industry experience to the firm and serves as a mentor in her department.

 

Prior to joining Financial Architects Partners, Cheryl worked with David Freeley at Westport Worldwide in the Private Client Group. She also spent 13 years with New England Life in their Brokerage Department. Cheryl is very active at her sons' school, serving as Treasurer of the Parent Teacher Organization. She and her family enjoy camping and fishing.


EDUCATION

Degree in Liberal Arts, University of Massachusetts, Boston

CONTACT

Prudential Tower
800 Boylston Street, 26th Floor
Boston, MA 02199
617-259-1900

Sam Filipe

Associate, Portfolio Administration

Boston

 

BIO

Samantha Filipe joined Financial Architects Partners in November 2018 as an Associate in the Portfolio Administration department. One of her primary responsibilities is to help manage communications between clients and life insurance carriers. She collects policy information and illustrations from these carriers in order to prepare annual reviews, reports, and premium reminder notices for clients. 

Prior to joining Financial Architects Partners, Samantha studied at Bryant University where she graduated with a concentration in Marketing and minors in communication and psychology. Sam had previously gained valuable internship experience at Natixis Global Asset Management working in their marketing department. During her junior year of college, she studied abroad in Italy and visited over 11 countries. In her free time, Sam enjoys traveling and spending time with family and friends.

EDUCATION

Bachelor of Science in Business with a concentration in Marketing, Bryant University

CONTACT

Prudential Tower
800 Boylston Street, 26th Floor
Boston, MA 02199
617-259-1900

Gianna Gerace

Senior Administrative Assistant, Sales & Marketing Operations
Boston

BIO

Gianna Gerace joined Financial Architects Partners in September 2018 as a Senior Administrative Assistant in the Sales and Marketing Operations team. She supports the production and management teams and facilitates the day to day operations of the office. 

 

Prior to joining Financial Architects Partners, Gianna studied English Communications at Salve Regina University, obtaining a Master’s degree in Innovation and Strategic management while working at the university’s think tank as a Communications Assistant. She spends her free time traveling both domestically and internationally, as well as volunteering with various animal rescue organizations.


EDUCATION

Bachelor of Arts in English Communications, ​Salve Regina University

Masters of Innovation and Strategic Management, Salve Regina University 

CONTACT

Prudential Tower
800 Boylston Street, 26th Floor
Boston, MA 02199
617-259-1900

Phoebe Long

Associate, Portfolio Administration
Boston

 

BIO

TBD


EDUCATION

Bachelor 

CONTACT

Prudential Tower
800 Boylston Street, 26th Floor
Boston, MA 02199
617-259-1900

Ileana Ponce

Business Administrator
Palo Alto

 

BIO

Ileana Ponce joined Financial Architects Partners in November 2018 as a Business Administrator.  She is the first point of contact for the Palo Alto office, and her current responsibilities include general office management, administrative support, and handling the reception. She also provides backup support for the CEO and SalesOps team. 

Prior to joining Financial Architects Partners, Ileana assisted in opening up a restaurant located in her home town of Palo Alto.  She gained valuable knowledge in the food and wine industry, helped with event coordination and also provided assistance to ownership.  In her free time, she might be tackling her goals with CrossFit, helping host open houses for a top broker in her area, or spending time with her son, Mason.

CONTACT

260 Sheridan Avenue
Suite 401
Palo Alto, CA 94306
650-252-1700

Jenna Ragusa

Account Manager, Portfolio Administration

Boston

 

BIO

Jenna Ragusa joined Financial Architects Partners in February of 2016 as an Associate in the Portfolio Administration department. As Account Manager, her primary responsibilities include preparation of client reports and annual reviews, collecting illustrations and information from life insurance carriers, facilitating communication between carriers and clients, as well as premium invoicing.

Prior to joining Financial Architects Partners, Jenna gained valuable experience working with high profile clients such as doctors and nurse practitioners at Medicus Healthcare Solutions in the credentialing department as a liaison between the clients and hospitals. Jenna also worked as a Resident Assistant in college and was an active member of her community and dance team.


EDUCATION

Bachelor of Science in Psychology concentrating in Counseling and Clinical Research, Liberty University

CONTACT

Prudential Tower
800 Boylston Street, 26th Floor
Boston, MA 02199
617-259-1900

Kevin Ramani

Associate, Portfolio Construction

Boston

 

BIO

Kevin Ramani joined Financial Architects Partners in June 2019 as an Associate in the Design and Marketing department. Kevin’s responsibilities include reviewing existing client insurance, designing portfolios with variable coverage options, and creating meeting materials. Additionally, he puts together marketing presentations and builds pricing models to provide clients with total coverage transparency.


Prior to joining Financial Architects Partners, Kevin studied Finance and MIS at Northeastern University and gained valuable internship experience while supporting institutional investors, testing financial software, and auditing internal business processes. Kevin is a sports enthusiast and played intramural basketball and flag football during his years in undergrad. He also enjoys snowboarding and playing chess with his father. 

CONTACT

Prudential Tower
800 Boylston Street, 26th Floor
Boston, MA 02199
617-259-1900

Christina Terry

Senior Analyst, Portfolio Construction
Palo Alto

 

BIO

Christina Terry joined Financial Architects Partners in July 2012 as an Associate in the Design & Marketing Department. Prior to joining the design team, Christina gained invaluable experience interning for Financial Architects and it has allowed for a natural transition into her new role. Christina studied Business Management at Babson College, with academic concentrations in Finance and Economics.

 

Christina gained recognition for her dedication and success in her business studies when she was inducted into the Beta Gamma Sigma international honor society. This membership is internationally regarded as one of the highest acknowledgements of academic achievement a business student can receive internationally.


EDUCATION

Bachelor of Science in Business Management, Babson College

CONTACT

260 Sheridan Avenue
Suite 401
Palo Alto, CA 94306
650-252-1700

Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA/SIPC. Investment Advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Financial Architects Partners is not affiliated with Kestra IS and Kestra AS.  Neither Kestra IS nor its affiliates provide legal or tax advice and is not a Certified Public Accounting firm.  

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