Life, Disability, Long Term Care Insurance:
Richard S. Sentnor
Richard Sentnor is a financial professional who specializes in developing and implementing insurance and financial strategies for physicians and their practices. Rich specializes in designing insurance solutions for individuals and business owners and has been implementing these plans with physicians at all levels of their careers since 2001. He spent six years as an audit manager with a Big 5 accounting firm, and also worked as an institutional sales executive for Fidelity Investments in Boston. Rich received his bachelor’s degree in accounting from the University of Massachusetts–Amherst. He holds Series 7, 63 and 66 licenses, and is a Massachusetts-licensed insurance broker. Rich enjoys golf and skiing, and lives in Hanson, Mass., with his wife, Lee and 3 children. Contact Rich Sentnor.

Stephen S. Crosby, LUTCF
Since 1998 Steve has designed advanced insurance strategies for Physicians and Business owners in the New England Region.
Steve is licensed for life, health and disability insurance and maintains a series 6 & 63 registration with the NASD. He is an annual member of the coveted Million Dollar Round Table, Leap Licensed, a recipient of the National Quality Award and member of NAIFA. A native of Concord, Steve now calls North Grafton home along with his wife and 4 children. Steve enjoys time with family, golf and 2-man beach volleyball. Contact Steve Crosby.

Michael Halloran, CFP, LIA
Michael Halloran is a Certified Financial Planner and an authority in the fields of financial planning, asset protection, risk management, tax, life insurance and long term care. He holds a Bachelor of Science degree in Electrical Engineering from Cornell University and a Master in Business Administration from Harvard University. He sits on the Board of Advisors of Boston University’s Program for Financial Planning, is a Trustee of the Catholic Foundation of the Archdiocese of Boston, has been a Trustee of Montrose School, and is active in the Planned Giving Group of New England. He and his wife Mary Lou live in Wellesley, MA and have 7 children. Contact Mike Halloran.

Financial Planning, Employee Benefits:
Katie B. Weigel, CFP
Katie is Founder and Managing Director of LongPoint Financial Planning. She is a CERTIFIED FINANCIAL PLANNER™ professional dedicated to independence and objectivity. PIAM has partnered with LongPoint to offer MMS members financial planning services.

Katie has over ten years of investment services experience, with particular emphasis on designing and delivering critical evaluation tools to institutional investment clients. Katie was Vice President and Senior Product Manager of the Russell Indexes™, a world-renown set of indices benchmarking the various segments of the US financial markets, and quoted widely in the Wall Street Journal, New York Times , Newsweek and other popular media outlets.

Prior to that, Katie was a Senior Financial Manager of Data Services and Products at Ibbotson Associates, the preeminent capital markets research consulting firm, famous for its Stocks, Bonds, Bill and Inflation ™ data series, tracking the performance of various financial asset classes from 1926 forward.

From 2002-2004, Katie was a vice president at Thomas Partners , a boutique investment management firm, specializing in advising high net-worth individuals, and designing separately-managed dividend-growth portfolios to meet their goals and objectives.

Katie’s educational background includes a Bachelor’s degree in Economics from the University of Wisconsin-Eau Claire , and a Masters degree in Applied Economics and Statistics from the University of Minnesota . She completed her Certified Financial Planning program at Boston University. Contact Katie Weigel.