Financial Professional Network

An accomplished Financial Services professional, Albie has over 17 years of serving clients as a financial service professional with Concord Wealth Management. Albie’s career and focus in her practice is in promoting seminars on Financial Literacy.

Donna Shelton-Monkus created Simple Financial Solutions in fall of 2020 with a strong purpose; to simplify finances for hard-working individuals. She’s both the founder and CEO of this company that utilizes their simple stage process...

Paul Carag is a life insurance producer who is a career agent with Concord Wealth Management, a member of the Million Dollar Round Table (MDRT) and owns an insurance brokerage firm with his wife Esther since 2009. They specialize in helping families, small business owners...

Stephen D. Chaput is a retired Deputy Chief of Police from the Dracut Police Department where he worked from 1987-2021. Stephen was a member and served as Commander of NEMLEC SWAT and Regional Response Team. Stephen was a member and served as Commander...

Alex began working in the financial services industry in 2009 and has developed a comprehensive understanding of insurance and financial services through his time working alongside successful advisors in the financial planning industry. Alex works closely with...

As a financial professional with Concord Wealth Management, Jim helps his clients prepare for a secure financial future with strategies that are focused on individual needs. Jim has been in the financial services industry for more than 20 years and specializes in the areas...

Sam recently joined Concord Wealth Management this year. His company, Integrated Risk Management Services (IRMS) specializes in life and disability insurance. He also holds licenses in property/casualty, commercial, and health- making IRMS a one stop...

Will achieved a Bachelor’s in Culinary Arts Management from Johnson and Wales University. After years as a professional chef, including showings on the Food Network and the show “Chopped,” he had a traumatic event pivot his career path.

Brian began working in the financial services industry in 1978 with American Mutual out of Wakefield, Ma. and has developed over the years a comprehensive book of business including business owners, CPA's and Lawyers. Outside of his role as a financial professional...

Jeremy joined the Concord Wealth Management in late 2019. Having previously been a broker with Mass Mutual while working with Rebecca Rice and Associates. Jeremy and his wife are also owners of Assisted Living Homes...

Scott joined Concord Wealth Management in 2020 and has been a Financial Advisor since 2009, having previously worked as a Manager at UPS for 20 years. Scott works with small package transportation management sort out their financial lives so they can enjoy...