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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. Earlier, she operated a chain of the largest Hispanic travel agencies providing unprecedented service within the Hispanic community for discounted travel and corporate travel to and from South and Central America.

In addition to working in financial services education, Albie is very active in Boston area non-profits to include serving as: a Board Member of the Latino Council at Children’s Hospital, the past Chairman of Board of the Hispanic American Chamber of Commerce in Boston; the past President of The Greater Hispanic Lions Club; and currently serves on the board of Casa Nueva Vida, The Institute for Global Youth Development Programs, and The New England Argentine Association.

Albie Cote

617 901-6855

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 Social Workers and Mental Health Professionals to help them organize their finances, protect their wealth, understand their retirement options, and prepare for their future.

Alex’s vision goes beyond using products as solutions and emphasizes financial success focuses effectively on, integrating and coordinating financial decisions.

Outside of his role as a financial professional, Alex is actively involved in his community as a member of the local Rotary Club. He currently lives in North Branford, CT with his wife, their dog and two cats, and is expecting a baby boy this summer! Alex has successfully officiated soccer at the professional and NCAA Division One College levels prior to starting his family and is still involved in the soccer community. Alex currently enjoys spending time with family and friends, hiking, biking, kayaking and being outdoors. He is passionate about food, enjoys cooking and trying new things!

Alex’s current licenses include Life, Accident, Health, Property & Casualty insurance licenses. Alex is currently working toward additional licenses and designations in financial services.

Alex Casella

203-433-3415

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, Brian has been actively involved in public service in his community of Springfield, Ma.for the past 45 years as member of the Springfield City Council, Election Commissioner and Western Mass Liason for the Secretary of State's office. Brian has also been Board Chairman of the Springfield Mass. Parks Commission for over 12 years. Brian recently became Chief of Staff Golden Years Homecare Services with his brother Vincent and his best friend Cesar Ruiz Jr. as CEO.They currently employ over 600 people and are one of the fast growing, privately held Homecare Companies in Massachusetts

They recently launched Golden Years Behavioral Health and Golden Years Staffing LLC.

Brian's current licenses include Life, Accident, Health,Massachusetts Real Estate License and is studying for his Series 7 Finra licence along with his SCSA designation.

Brian is married and lives in Springfield, Ma. and his daughter Dr.Briana Santaniello, MBA lives in Newport Rhode Island.

Brian Santaniello

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 to navigate their client’s financial situations. Donna connects deeply with her clients to understand not only what they want, but what they need. She’s a strong believer in the fact that if you do the right thing for someone, you will have no regrets.

Donna was born in raised in Louisiana. She graduated from John Brown University in Little Rock, Arkansas in 2005 with her Bachelor’s Degree in Organizational Management. Her past work experiences include being a surgical rep, medical product specialist, and Allstate Agency Owner. She has receieved several awards during her time at AllState, including Rookie agent of the year, agent of the year, etc. She currently resides in Arkansas where she is married to Roger Monkus, has 5 kids, a grand total of 16 grandkids ranging from one to twenty years, and four dogs.

“With a well-rounded background in the medical and financial fields, Donna understands hard work and the value of a dollar. With her diverse skills, she’s able to connect with any type of person and apply her knowledge in order to help them. This is why she created Simple Financial Solutions. Donna wants to simplify finances for any client that needs help. Finances can be extremely complicated and stressful, but they don’t need to be. Donna created her own Simple Stage Process to help navigate clients through their financial journey, so they can ultimately achieve life goals. She cares about her clients as if they were her own family members, and believes that trust and accountability come first.”

Donna Shelton-Monkus

501-831-4441

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 of insurance, estate planning, and retirement planning. Prior to joining Concord Wealth Management, Jim worked with MetLife in their management training program, where he was responsible for many successful recruiting efforts. He served in the U.S. Marines before moving to Massachusetts, and established a successful military career, earning three meritorious promotions. Jim completed two competitive Marine Corps college programs and obtained his Associate’s, Bachelor’s, and Master’s degree while in the service. His Bachelor’s degree was conferred by Worcester State University, and his MBA by Mary Washington University. Jim is very involved in the community as an elected City Councilor, and a member of numerous charitable Boards. Jim resides in Newton, Mass. with his wife, Albie, children and grandchildren.

Interested in learning how I can help you take control of your financial future? Come in for a complimentary meeting to discuss your financial goals. Please complete this form and I will get in touch with you shortly.

James Cote, MBA

781-966-2983

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 in Scottsdale Arizona. Prior to getting into the financial services industry Jeremy spent twenty plus years in the hotel and hospitality industry. During that time, he worked with the Clinton Global Initiative, The Waste Management Phoenix Open, and Barrett-Jackson Collector Car Auction to name a few.

When he is not helping seniors or financially educating clients with creative money moves. You can find him hiking or Mountain biking in the mountains around Phoenix or just spending quiet at home with his wife and pets.

Jeremy Wassermann

480-703-8499

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 and real estate investors increase their cash flow, mitigate taxes, and maximize retirement income – ensuring more time for more life.

Paul entered the financial industry as a banker and lender in 1989 for a Savings & Loan bank in Redwood City, CA. He transitioned to Washington state and US Bank in 1995 as a Vice President, Small Business Banker, as well as an Investment Representative to become the top producer in the state on the retail side. The 2000 crash and an introduction to permanent insurance as an asset class saw him leave the financial industry to start his own mortgage brokerage business, which he closed at the end of 2010 to focus solely on the insurance industry.

Paul and Esther live in Renton, Washington with their two teenage children who are 14 and 15 respectively…I know. His passions are attending their basketball and track events, fellowship with his brothers in Christ, playing golf, archery or firearms, watching movies, reading business, sales, mystery, thrillers, and comic books but most especially, spending time Esther and the kids.

Paul Carag

866-247-4861

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 shop for all of his client’s needs.
Sam’s number one priority with Concord Wealth Management and Integrated Risk Management are his clients. What sets Sam apart in this industry is his wealth of knowledge and superb customer service. Sam specializes in finding the right product for clients’ individual and unique needs.
In his spare time, Sam enjoys spending time with his wife and two dogs. He is also an avid snowboarder and rock climber.

Sam Russell

702-985-2694

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 the lifestyle they want today while creating a retirement plan for tomorrow.
Scott graduated from the University of Minnesota in 1989 in Business while earning a football scholarship with the Golden Gophers. In 2000, obtained his M.B.A. from Robert Morris University.
Scott resides in North Huntingdon, PA with his wife Colleen and 3 daughters. He loves football and golf. In his community, Scott sits on the Board of Directors and Executive Committee for Westmoreland Community Action which works to reduce poverty.

Scott Guldin

724-590-5661

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. He responded to 2 Presidential Inaugurations, the Boston Bombing, Watertown Incident and over 1000 critical incidents with NEMLEC and DPD. He was awarded the George L. Hanna Award for Bravery in 2006 by the Governor of Massachusetts.

Stephen was a member of the Massachusetts Army National Guard from 1981-1987, and taught Criminal Justice at Hesser and Mt. Washington Colleges as an Adjunct Professor for 10 years.

Stephen joined CWM in 2021 after retiring from law enforcement. He brings the same passion and professionalism to developing financial strategies for clients as he did in his dedicated career in law enforcement. He was awarded the Platinum Pacesetter Award from Penn Mutual in December 2021.

Stephen lives in Dracut, MA and enjoys fitness activities, sports and spending time with friends and family.

Stephen Chaput

978-866-3262

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. Will’s dad passed away due to a long journey that stemmed from an episode involving medical negligence in a local hospital. This opened Will’s eyes to the fact that most people are unprepared for events of uncertainty, which is exactly what his family experienced. This event caused Will to do some research on Medical Professionals which led him to believe that a lot of people in the medical profession do not have a stable financial plan for their future. Will decided that he wants to help medical professionals since he believes there is a direct relationship between financial health and physical health for both providers and patients.

Will takes pride in his ability to be a problem solver who also exhibits detail oriented work. He is readily available for his clients despite their challenges at hand. He looks forward to rehabilitating his client’s feelings and opinions toward their financials.

Will grew up in Mayport, Florida, and now resides in Littleton, Massachusetts. In his personal time he enjoys playing with his two-year-old daughter, reading, working out, meditating, and listening to podcasts.

William Salazar

773-673-4773

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