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Advanced Planning Team

The Wealth Consulting Group provides access to a team of highly trained professionals organized strategically to solve problems and create solutions to advanced areas of wealth management and corporate finance. Your advisor can put into action a team of professionals who have extensive backgrounds in advanced estate planning, money management, charitable planning, multigenerational family planning, business succession planning, executive/employee benefits and retirement planning. Ask your advisor about how to have our team start working for you.

Dave Cechanowicz, J.D., MSFS, ChFC®, CLU®
Lisa Pro, J.D., LLM

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1: denotes Financial Planner, Financial Advisor, and Registered Representative of New England Securities 2: denotes Financial Advisor and Registered Representative of New England Securities 3: denotes Registered Representative of New England Securities. *NEF CCU and NEF Advanced Markets are home offi ce associates. NEF is the registered mark for New England Life Insurance Company.