Our Advisors

Our Advisors

The Financial Foundations Advisory Team

Financial Foundations comprises a team of unique dedicated professionals whose goals, individually and as a group, are to provide you with a wide range of services, including financial and estate planning, strategic retirement planning, asset management, wealth accumulation, and wealth protection.

Nicholas S. Cosentino, CFP®

CEO, President

Nick is the CEO and president and founder of Financial Foundations, Inc., an independent investment and financial services firm. He has more than years of experience in the financial services industry; is a 20-year participant in the Strategic Coach Mentor program, a Toronto-based mentor program for successful independent entrepreneurs; and serves as one of the wealth advisers for the firm. Nick has focused on providing sophisticated wealth planning and investment management strategies to affluent families, executives, and small business owners. His goal is to use his broad experience to help his clients maintain their lifestyles throughout their retirement years and pass this success onto the next generation.

Nick has the unique ability of inspiring his team and recognizing accomplishments that need to be made on a corporate, personal, and client-related level. His ability to push the people in his circle to grow, learn, and prosper has made him a successful wealth adviser, and a motivating mentor.

Earning a BS degree in finance from Bentley College, Nick then went on to obtain his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, from the College for Financial Planning in Denver, Colorado. Additionally, Nick maintains his FINRA Series 7, 24, 51, and 63 securities registrations, which are held through Commonwealth Financial Network®. He began his career in the financial services industry specializing in asset management, income tax and cash flow planning, estate planning, and insurance planning. He founded Financial Foundations in the summer of 2001. It is at Financial Foundations where Nick created the unique process that he named The Personal Foundation Builder®.

Nick is involved in various philanthropic work, has served on the Board of Delegates for Easter Seals, is a long-time supporter of Children International, is an active member of City on a Hill Board of Trustees, and regularly supports organizations, ncluding Birthday Wishes and various local community events.

Nick enjoys spending time with his wife, Dorothy, and their three children, Alex, Faith and Delaney. The Cosentino family resides in Southborough, Massachusetts, just three miles from the office. They love to bbq and swim in their backyard escape, and travel to warm destinations. Outside of Nick’s men’s golf league, Nick enjoys cooking, grilling, architectural design,and personal fitness.

Recent Honors
Celebrating his 25th year with Commonwealth Financial Network®, a leading broker/dealer for independent financial advisors nationwide, Nick has qualified for Commonwealth’s prestigious Leaders Conference and Chairman’s Retreat every consecutive year since their inception. A Chairman’s Level advisor carries a distinction based on annual production attained by just 3 percent of advisors affiliated with Commonwealth.

Chairmans_seal

 

Nicholas Cosentino is proud to have been recognized as a Chairman’s Level advisor for 2016—a distinction based on annual production attained by just over 3 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Chairman's Level advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Chairman's Level advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

 

 

Access printable link here

Bryan Amandolare, CFP®, CRPC®

Vice President, Wealth Advisor

As vice president, wealth advisor Bryan is committed to performing diligent research, immersing himself in the details, and creating long-term relationships based on transparency and trust. Bryan joined Financial Foundations as a registered representative of Commonwealth Financial Network® in May 2004. Bryan’s and his team’s integrated approach to wealth management offers a comprehensive array of financial services. When needed, Bryan works in tandem with your attorneys, accountants, and any of your other advisors to ensure that the suggestions you are given align with all of your goals.

Bryan earned a BA from Quinnipiac University in 1999, where he received an athletic scholarship to play Division I men's lacrosse. Upon receiving his degree, Bryan joined the financial services industry and has embraced his profession. After years of trading and a passion for the markets, Bryan developed a strong desire to shift from working with advisors to becoming one. His prior experience has been paramount to his success in developing and implementing actively managed solutions to complement the values and milestones of each client.

In accordance with FINRA regulations, Bryan has earned his Series 7, 63, and 65 registrations, in addition to his producer life insurance license. Bryan has demonstrated his dedication to the industry by obtaining the CFP® certification, making him a CERTIFIED FINANCIAL PLANNER™ professional. In addition, he has also attained the Chartered Retirement Planning CounselorSM (CRPC®) professional designation through the College for Financial Planning.

Bryan has the support of his beautiful wife, Kristine, whom he met while they were both enrolled at Quinnipiac. They have two children, Anthony Joseph (AJ), born in 2006, and Alexa Leigh, born in 2008. In his free time, Bryan enjoys working out, coaching lacrosse and basketball and being a dad.

Recent Honors

Bryan was named a Five Star wealth manager in 2014 and 2015 and also qualified for Commonwealth’s Summit Club conference in 2015. 

SummitClub_seal

Bryan is proud to have been recognized as a Summit Club advisor for 2016—a distinction based on annual production that places him among the top 22 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Summit Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Summit Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

 
BryanAmandolare_Emblem_Horizontal-email

 

Bryan is proud to have been recognized as a Five Star, Wealth Manager for 2014 & 2015

 

 

*Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes President’s Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. President’s Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

**Five Star Award is based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,542 Boston wealth managers were considered for the award; 801 (23 percent of candidates) were named 2015 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

 

Access printable link here

Jason Reesey, CFP®, CRPS®, AIF®

Vice President, Wealth Advisor

Jason has over a decade experience as a financial advisor and leader at Financial Foundations and more than 15 years in the financial services industry. He has extensive experience in managing corporate 401(k) plans and providing sophisticated wealth planning and investment strategies to affluent families, executives, and small institutions. Solutions include investment selection, retirement planning, estate planning, business planning, college planning, taxation planning, and risk management. His experience in these areas leaves him well qualified to make suggestions, identify needs, and assess solutions quickly and with confidence.

Jason earned a BS from the University of Massachusetts Amherst, where he majored in managerial economics. He began his career in the financial services industry at Commonwealth Financial Network®, where Jason was the bi-coastal director of retirements. He believes this experience laid the ideal foundation for his work today.

In accordance with FINRA regulations, Jason has obtained his Series 7, 24, 53, 55, and 66 securities registrations, in addition to his producer life, accident, and health insurance licenses. During his career, he has earned the Certified in Long-Term Care (CLTC), the American Society of Pension Professionals and Actuaries Qualified 401(k) Administrator (QKA), and the College for Financial Planning Chartered Retirement Plans Specialist® (CRPS®) professional certifications. He capped off his education when he obtained the CERTIFIED FINANCIAL PLANNER™ certification. In 2008, Jason was published in InvestmentNews magazine as a featured financial advisor on the topic of up-and-coming advisors in a volatile industry.

Jason married his beautiful wife, Kerri, shortly after his arrival at Financial Foundations and is the father of three boys. Away from the business, he can be found on the sidelines coaching one of his sons, working on automobiles, or enjoying the great outdoors.

Recent Honors

 

Jason was names a Five Star wealth manager in 2014 and 2015 and also qualified for Commonwealth’s President’s Club conference in 2015.  His most important honor is being voted Dad of the Year by his family.


 

SummitClub_seal

Jason Reesey is proud to have been recognized as a Summit Club advisor for 2016—a distinction based on annual production a distinction based on annual production that places him among the top 22 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the broker/dealer–RIA that helps us process investment transactions on your behalf, recognizes Summit Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Summit Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.

 

5 star

 

Jason is proud to have been recognized as a President's Level advisor for 2015—a distinction attained by just 17 percent of advisors affiliated with Commonwealth Financial Network**.

 

 

**Five Star Award is based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,542 Boston wealth managers were considered for the award; 801 (23 percent of candidates) were named 2015 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.

Access printable link here

Christina Mitkonis, CFP®, MSFP

Financial Advisor

Christina’s career as a financial advisor is based on a strong foundation of family and community values. Her passion for helping others, along with her determination, charismatic personality, and analytical nature, empowers her to work with clients who are at a pivotal financial point in their lives. Whether on the brink of retirement, changing jobs, buying a home, or gaining an inheritance, Christina offers her clients tactical solutions and long-term financial strategies that ultimately help them reach their individual goals.

Christina graduated cum laude from Bentley University, earning a BS in managerial economics, with a focus in international business and a second degree in liberal studies, concentrating in global perspectives. She double-minored in law and information design/corporate communication. In 2012, Christina completed her MS in financial planning at Bentley University's McCallum Graduate School of Business.

Christina is a CERTIFIED FINANCIAL PLANNER™ professional. In accordance with FINRA regulations, in addition to the CFP®, she has obtained her FINRA Series 7 and 66 securities registrations and producer life, accident, and health insurance licenses through Commonwealth Financial Network®.

Being raised by an entrepreneurial family, she learned that hard work is paramount to success at a young age. At 12, she began helping her parents with the family businesses and continues to be a key component to their overall success. Christina is actively involved in the Greek community and currently sits on the Association of Greek American Professional Women (AGAPW) and Hellenic American Women’s Counsel (HAWC).

Outside the office, Christina enjoys traveling and exploring new places and returning to Greece to see family.

Access printable link here

David Anderson, AIF®

Associate Advisor

David works closely with Bryan Amandolare and Jason Reesey, both vice presidents and wealth advisors at Financial Foundations. David assists with the development and implementation of clients’ financial plans and is a main point of contact for clients.

David joined Financial Foundations in 2015 as an associate advisor and registered representative of Commonwealth Financial Network®. Prior to joining Financial Foundations, David worked as a financial assistant at another Commonwealth office where he gained valuable experience in the financial services industry.

In accordance with FINRA regulation, David has earned his Series 7 and 66 registrations, in addition to his producer life insurance license. David has also obtained the Accredited Investment Fiduciary® (AIF®) designation.

David graduated from the College of the Holy Cross where he majored in economics with a concentration in environmental studies. While at Holy Cross, he rowed on the varsity crew team and coached the St. John’s High School junior varsity crew team. David grew up in Webster, Massachusetts, enjoys traveling, and is an avid car enthusiast.

 

Access printable link here

Blake Dawson

Associate Advisor

As an associate advisor, Blake is instrumental to his advisory team. Blake focuses on helping to create financial plans for our clients, and works closely with our tax, insurance, and investment teams to assure that he is giving consistent timely service to our clients and our advisors.

Blake began working at Financial Foundations as a financial planning intern in the summer of 2015 and continued to work throughout his senior year while obtaining his BS from the University of Massachusetts Amherst, where he studied economics with a concentration in business. During his undergrad studies Blake discovered his passion for the markets, which led to him pursuing a career in the financial services industry.

Blake supports our advisory team by providing quick and efficient solutions to satisfy our clients’ financial needs. In accordance with FINRA regulations, Blake has obtained his Series 7 and 66 securities registrations through Commonwealth Financial Network®. Blake is currently preparing for his CERTIFIED FINANCIAL PLANNER™ designation.

In his free time Blake enjoys spending time with friends and family, golfing, and vacationing on Cape Cod.  

Access printable link here

Emily Levine

Associate Advisor

Emily’s passion for creating a positive experience for each client is infectious. She excels at building relationships and understands the unique needs associated with each client. Emily graduated from Florida State University with a BS, double-majoring in business management and human resources.

In May 2016, Emily joined Financial Foundations as an associate advisor and registered staff member of Commonwealth Financial Network®. Prior to joining Financial Foundations, Emily spent seven years at Eaton Vance where she worked on large client relationships, including retirement plans and high-net-worth accounts. Earlier in her career, Emily held client service and marketing positions at State Street Global Advisors and BNY Mellon Wealth Management. In accordance with FINRA regulations, Emily has earned FINRA Series 7, 63, and 65 securities registrations through Commonwealth Financial Network.

Emily resides in Hopkinton with her husband, Evan, and her two children, Julia and Drew. Outside the office, Emily enjoys spending quality time with family and friends and traveling to warm destinations.

Access printable link here