Our People

Founder of Concierge Wealth Management™. Your Financial Concierge® helping high earners Plan. Prosper. Empower.® through personalized advice, not product pitches. CFP®, dad, CrossFitter, Celtics fan. Based in Needham, MA.

Meet Dina, our Operations Concierge! With 11+ years in financial services and a background in education, she’s the go-to for scheduling, paperwork, and account support. A Tampa native, she loves family time, cooking, and tennis.

Woof!  I'm Badger. JB named me after his Alma Mater, The University of Wisconsin Badgers.  My role at Concierge Wealth Management™️ is to bring a smile to your face.  You will often see me in Zoom...

David serves as the CEO & Founder of Flagship Harbor Advisors, a Registered Investment Advisor and separate entity from LPL Financial.Concierge Wealth Management leverages David's knowledge of over 3 decades as a leader and compliance...

Jay serves as the EVP & Chief Compliance Officer of Flagship Harbor Advisors, a Registered Investment Advisor and separate entity from LPL Financial.

In his role, Erik oversees the design and implementation of the firm's CORE Portfolios in addition to developing a variety content to support advisors and clients regarding macro-economics, capital markets and thought leadership.Erik...