Broker Check

Our Team

Michael Moran

Managing Director | Senior Partner

Mike is Managing Director of CFG Brokerage Network. He is dedicated to supporting advisors and financial institutions by providing the best possible solution for their clients.Mike began his career as a financial advisor in 2002...
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Richard A. St. Jean, Jr.

CEO & Managing Partner

Rick is a graduate of Fordham University and started out in Financial Services as a producer, developing a very successful private practice.As his practice grew, Rick took on the challenge of sales management by helping others around...

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Michael V. Pappalardo

Director, Finance and Operations

Mike joined Commonwealth Financial Group in 2011 as the firm's Director of Finance and Operations. His core focus is to manage the overall performance of the firm. Prior to joining CFG, he held numerous roles in the area of finance,...

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Albert W. Bud Schram, CLU

Brokerage Director

Bud has been with Commonwealth Financial Group for over 30 years and started with the firm as a recruiter, trainer and supervisor of new agents.Bud assists agents of other companies and independent brokers in the sale of MassMutual...

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Kevin B. Rose

Brokerage Director

Kevin joined CFG Brokerage Network in April of 2016 when his Southern New England agency of MassMutual merged with CFG. Kevin has been a Brokerage Director for 2 years with MassMutual. In his role as a Brokerage Director, Kevin assists...

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Pete Smellie

Brokerage Manager

Prior to joining CFG Brokerage Network, Pete worked at Guardian Life Insurance Company of America as an Internal Wholesaler, Multi Life Disability for the past five years. In his role, Pete focused on educating brokers about the...
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Jessica Fahey

Business Development Coordinator

Jessica joined CFG Brokerage Network in 2014 and is the Business Development Coordinator. She is responsible for developing marketing strategies for our brokers and overseeing the client relationships. She also supports the Managing...
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Molly Gustafson

Business Development Coordinator

Molly has been at CFG Brokerage Network in April of 2016. Prior to joining, she was running a Real Estate photography and marketing Company called Remark Visions. In her role as Business Development Coordinator, Molly focuses on the...
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Thomas Carroll

New Business Development Coordinator

Thomas joined CFG Brokerage Network as a New Business Coordinator in 2016. In his role as New Business Development Coordinator, he is responsible for business submission and underwriting. Prior to joining CFG, Thomas worked at John...
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Kerri Casey

Coordinator, New Business

Kerri joined Commonwealth Financial Group in 2010 and she now serves as New Business Coordinator for Brokerage. In her role she is responsible for New Business submission and underwriting, as well as Contracting and Licensing.Prior to...
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Perry M. Smith, JD*, LL.M., CLU, ChFC, CFP ® 

Senior Partner- Estate & Business Planning

Perry M. Smith received his Bachelor of Arts Degree (honors) in Government and Policy Studies from Dartmouth College in 1980. He received his J.D. from American University (1984) and his LL.M. in Taxation from Boston University School...

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Jack Priebe, CFP ®

Director of Advanced and Business Planning

Jack joined Commonwealth Financial Group in 2005 from Baystate Financial Services, where he was an analyst for 2 years performing estate planning analyses. He developed and managed our Design Center with a Financial Planning Dept for 9...

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