Kerrigan Mahoney Investment Group
Wealth management professionals
Client Strategies Team
The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.
Liz Jacovino, CPWA®, CFP®, CTFA, CRPC®
Echelon Wealth Strategist
Cathy Walker
Trust Consultant
Gerri Shea
Wealth Management Consultant
Janet Engels
Senior Vice President, Director of Portfolio Advisory Group
Darrin Treanor
Fixed Income Business Development Professional
Dan Sullivan
Wealth Strategist
Alexandra Goodelman, CFP®
Wealth Planning Associate