Team
Our team includes a number of dedicated professionals who are committed to serving our clients with the highest level of service.
Pat Cunnane brings more than 30 years experience as a corporate retirement specialist serving business owners and individuals seeking objective financial guidance from an investment fiduciary perspective.
William P. Garten
Investment Consultant
Bill Garten is a skilled advisor with more than 15 years of experience advising clients and retirement plans on investment strategies.
Jennifer L. Hope, AIF®
Vice President of Client Services
Jennifer (Jen) Hope joined Masters Consulting Group in 2004 and brings more than 18 years of financial services experience. She is adept in all aspects of corporate retirement plan servicing.
Bert Allan Covell
LPL Financial Advisor
Bert has over 25 years of experience in the fields of investments, retirement, insurance and educational planning.
Patricia A. Covell
Insurance Consultant
Pat Covell is an insurance consultant with over 20 years of experience in senior issues. She is adept in developing risk management strategies, and utilizing a broad range of products and services.
Mary Beth Cunnane
Operations Manager
Mary Beth Cunnane brings more than 25 years of combined business and office management experience to her role as Operations Manager for Masters Consulting Group.
Holly Snyder
Administrative Assistant
Holly Snyder joined Masters Consulting Group in 2008. Her knowledge, skills and attention to detail gained over three decades as an administrative professional translate to an exceptional customer service experience for our clients.
Meghan C. Ward
Client Services Specialist
440-285-3090
Meghan Ward is a Spanish language instructor and interpreter. She assists our financial advisors in delivering important plan education, information, and presentations to Spanish-speaking participant populations within the companies we...