Matthew Devine, CFP
Certified Financial Planner
As a CERTIFIED FINANCIAL PLANNER™ professional, Matthew provides financial services to employees of school districts, law enforcement, and other non-profit organizations, as well as for-profit businesses and individual investors. He provides a variety of services including retirement planning, investment planning, life insurance & long-term care, pension analysis, estate planning, and tax preparation.
Following his in his father’s footsteps, Matthew began his career in the financial services industry in 2010. He has consistently qualified for PlanMember’s Leaders Conference since 2018. He was highlighted in U.S. Retirement Partner’s 2022 Advisor Spotlight and has led his office of 20+ advisors in gross sales for the past two years.
Matthew graduated from Bryant University in Smithfield, RI with a Bachelor of Science in Actuarial Mathematics, and a minor in Business Administration. He holds Series 7 & 63 securities licenses, as well as Life, Variable Annuity, and Accident & Health insurance licenses. He studied at Hofstra University and obtained his CFP® designation in 2018.
Matthew resides in Patchogue, NY with his wife. He enjoys golfing, traveling, and spending time with family. He is currently a member of the Financial Planning Association® and serves on the Board of Directors for the Suffolk County Police Athletic League, a non-profit organization that provides local youth with an abundance of programs such as sports leagues, mentorship, and other various special programs.
Charter Oak Financial
Nick Manolakis is a financial planner with Charter Oak Financial. Nick established his practice in 2012 after one of the firm’s senior planners, for whom Nick had been an intern, noticed his aptitude for the business.
Nick focuses on retirement planning and risk management for families, teachers, first responders and small businesses. His continued passion and success have earned him recognition as a rising young leader within the firm and among his peers at MassMutual.
Nick graduated Magna Cum Laude from the University of Massachusetts Isenberg School of Business with a degree in Finance. He is active member of the Wilbraham community, Nick is a volunteer with his local chapter of Big Brothers Big Sisters, serves as the chairman of the Capital Planning Committee of Wilbraham; and is an active member of the town’s Senior Center Feasibility Study Committee and its finance Committee.
Danaher Miller Financial Advisor New York Life
Danaher Miller attended Bryant University in Smithfield, Rhode Island where he played division 1 football. After experiencing some injuries, he transferred to Hofstra University on Long Island where he received his degree in Finance. Danaher has been with New York Life since December of 2021 and has found early success in his career achieving Executive Council status and qualifying for a Million Dollar Round Table membership in his first year.
Danaher focuses on helping clients understand their options and achieve their goals which makes his job so rewarding. Every client is unique, so together we can develop a personalized approach that meets today’s needs and tomorrow’s as well.
Justin Wong Won
Wealth Management Financial Advisor
Justin began his career at Northwestern Mutual as a college intern in 2012 as a summer lives winner and power of ten qualifier. He led his internship unit as a team captain, finishing among the top in the company’s Mike Gish competition. In Justin’s first year, he broke his agency record accomplishing the coveted pacesetter 40, writing 74 lives in his first 6 months followed by pacesetter second 60, with 134 lives. He went on to qualify for the Million Dollar Roundtable and Lives Leader Summit. He is currently a Wealth Management Financial Advisor where he leads a team of nine advisors.
Justin resides in Connecticut with his family and is a graduate of the University of Connecticut where he studied Economics and Finance. He remains very active on campus as part of the Alumni association and was a Co-Founder of Creating Economic Opportunities- a non-profit organization focused on bringing together the brightest minds to generating entrepreneurial ideas and making them a reality.
Being actively involved in the community and serving others is extremely important to Justin and his family. In his spare time, he loves to give back his time and energy to the community by staying active in various community organizations and groups.