Broker Check

BWA Team




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....

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Hunter graduated in May of 2019 from Connecticut College, where he majored in Economics and minored in Government.  Hunter became very interested in the Finance Industry shortly after he began Interning for Comprehensive Insurance...

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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...

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Jackson O'Connell

College Intern - University of New Hampshire 2024



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...

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Annie O'Neil

College Intern - Boston College 2025



L to R: Hunter (Connecticut College 2019) - Brett (Indiana University Bloomington 2021) - Max (Bryant University 2020) - Brian (Boston College 2023)