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.  

Certain appropriately licensed individuals of Financial Architects Partners are registered to offer Securities through Kestra IS or Investment Advisory Services through Kestra AS.  This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872.  Check the background of this firm on FINRA's BrokerCheck.

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

Amy Giannini

Director, Sales & Marketing Operations

Boston

 

BIO

Amy Giannini joined Financial Architects Partners in December 2013 as Executive Assistant to the CEO, David Carroll. Her responsibilities include proactive calendar management and travel arrangements as well as extensive project management. In addition to providing support to the CEO, Amy assists the Sales & Marketing Operations team on various projects.

 

Prior to joining Financial Architects Partners, Amy was an Office Manager for a web development firm. She has gained several years of administrative experience in a wide array of fields such as design, finance and health services. Amy enjoys oil painting, New England summers, and planning her next trip.


EDUCATION

Bachelor of Arts in Studio Art, Southern Connecticut State 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

Kathleen Corrigan

Director, Portfolio Construction
Boston

 

BIO

Kathleen Corrigan joined Financial Architects Partners in September 2013 as an Associate in the Portfolio Administration department and was later promoted to Account Manager. In that role, she was responsible for the active management of client portfolios and served as a liaison between clients, their advisors, and life insurance carriers.

 

Kathleen transitioned to the Portfolio Construction department in February 2015. In her current role as Manager, she is responsible for the review and analysis of clients' existing insurance, evaluating portfolio efficiencies and identifying areas for improvement, as well as new portfolio design for prospective clients. She works with producers to collaborate on advanced case design and analysis, leveraging life insurance as an estate planning technique for ultra-high net worth clients.

 

Prior to joining Financial Architects Partners, Kathleen gained valuable financial experience as an investment banking intern, during which time she worked on numerous financial research assignments for public sector clients. Kathleen is a native New Yorker and enjoys traveling, running, and spending time with family and friends.


EDUCATION

Bachelor of Arts in Economics, College of the Holy Cross

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 Partner, 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

Bobby Gallahue

Senior Analyst, Portfolio Construction
Boston

 

BIO

Bobby Gallahue joined Financial Architects Partners in December, 2014 as an Associate in the Design and Marketing Department. In his current role, Bobby is responsible for conducting analysis for reviewing existing portfolios of new and potential clients as well as case design analysis. He also creates innovative presentation materials for use in marketing and client meetings.

 

Bobby studied Economics at Trinity College and minored in Legal Studies. Prior to joining Financial Architects Partners, Bobby gained valuable internship experience in the finance sector. He also gained valuable corporate experience interning at Seyfarth Shaw, a law firm.


EDUCATION

Bachelor of Arts in Economics, Trinity College

CONTACT

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

Jennifer Gallo

Associate, New Business
Boston

 

BIO

Jennifer Gallo joined Financial Architects Partners in May 2018 as an Associate in the New Business Department.  Her responsibilities include collecting and interpreting Attending Physician Statements, updating the company databases, preparing documents and materials for clients, and supporting the New Business team throughout the informal underwriting process.

 

Prior to joining Financial Architects Partners, Jennifer supported several senior employees as an Administrative Assistant at an investment banking firm.  Jennifer graduated summa cum laude from West Chester University of Pennsylvania, where she earned her bachelor’s degree in marketing.


EDUCATION

Bachelor of Science in Marketing, West Chester University of Pennsylvania

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

Ileana Ponce

Business Administrator
Palo Alto

 

BIO

Ileana Ponce

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

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

Emily Tristao

Executive Assistant

Palo Alto

 

BIO

Emily Tristao joined Financial Architects Partners in October of 2017 as a Business Administrator. Her current responsibilities include general office management, administrative support as well as employee and clientele support. Emily handles the reception, and acts as the first point of contact for the firm. She also provides backup support for the CEO and Senior Executive Assistant. 

Prior to joining Financial Architects Partners, Emily attended Vanguard University of Southern California where she studied psychology. During her time in school, she was awarded the Psychology Savant Award of 2017 and earned a lifetime membership in the International Honors Society in Psychology. While earning her degree, Emily also gained valuable experience as a personal assistant to a family and their three children. 


EDUCATION

Bachelor of Arts; Psychology, Vanguard University of Southern California

CONTACT

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