BWA Team
Compliance approval 1-867484 (7/2/2019)
Find anyone on the BWA Team by first or last name or just scroll down.
- Amy O'Connell
- Conor Coleman
- David Allen - CRPC, CLTC
- Heather Goddard
- Hunter Dempsey
- Jackson O'Connell
- Jameson Carroll
- Kierin Herr
- Leo White - CRPC, CLTC
- Max Harrigan
- Yvonne Franklin
With more than 25 years of experience, David knows what questions to ask and can uncover financial options that people aren’t aware of. It’s not about telling people what to do, but about helping them to understand what...
Leo White joined Balance Wealth Advisors in 2003 after running a private practice in Braintree, MA for three years. He prioritizes getting to know clients and understanding their financial goals to provide them with the best guidance....
Hunter graduated in May of 2019 from Connecticut College, where he majored in Economics and minored in Government. Hunter is a hard worker and quite a team player.
Amy has over 20 years of experience in the insurance industry. She had worked with David as well as many other Advisors throughout Massachusetts since 2008 with Ameriprise. Her extensive knowledge base helps her to review and assess...
Sophomore at Providence College - deferred for 1 semester per COVID. Time to learn some stuff in the "real" world.
Jackson O’Connell joined the team at Balance Wealth Advisors during the summer of 2020 as an intern and assistant to David Allen. Jackson studies finance at The University of New Hampshire and has been able to study on campus...
L to R: Hunter (Connecticut College 2019) - Brett (Indiana University Bloomington 2021) - Max (Bryant University 2020) - Brian (Boston College 2023)