Shawn M. Wrisley, CEO
Shawn has worked for over a decade in the Payroll Industry before committing to becoming a financial adviser. He now focuses on assisting others with wealth preservation and lifetime income volatility control, primarily serving those living in Massachusetts and Connecticut. Shawn passed his Series 65 Securities exam and holds his Life & Health and Property & Casualty licenses for both Massachusetts and Connecticut. Shawn is certified in Social Security Claiming Strategies and is a Chartered Federal Employee Benefits Consultant. He earned his Associates degree in marketing from the University of Phoenix, and has been featured in the media for his financial guidance, including Business West, the business journal of Western Massachusetts. Shawn lives in Wilbraham, Massachusetts, with his wife, Heather. they are proud parents to two young children, Ryan and Ella, and one dog named Frodo. When Shawn isn’t at the office, he enjoys spending time with his family, playing baseball and auto racing.
Investment advisory services offered through AE Wealth Management, LLC. Securities offered through Madison Avenue Securities, LLC. Member FINRA/SIPC. Dale A. Frank Financial Group and Madison Avenue Securities are not affiliated entities.
DARREN THOMAS, COO
Darren started in the Payroll Industry in the year 2000 shortly after graduating from American International College in Springfield. His career in Payroll began first as a customer service representative and then moving into management. Darren has worked for local, regional, and national Payroll Services since beginning his career. After 11 years on the operations side of the business he moved to sales for the last 7 years of his career. He has now decided to take those experiences and apply them as an owner. Darren lives in Holyoke, Massachusetts, and is a proud parent to two young girls, Addyson and Cora. When Darren isn’t at the office, he enjoys spending time with his family and riding his motorcycle.