Skip to main content
About Us

Johnson Brunetti is an independent Retirement and Investment Specialty firm, built on the foundations of integrity, trustworthiness and creating a sense of confidence for our clients as they approach their retirement years.

Who We Are

Founded in 2003, Johnson Brunetti began with the goal of creating value for others before all else. Since then, we’ve grown to a dedicated team of over 50 employees who work together to address the unique needs of those in and approaching retirement.

Led by Joel Johnson, CFP®, our experienced fiduciary professionals have successfully helped over 7,000 families navigate the retirement planning process. As fiduciaries, our financial advisors are legally and ethically bound to act in the best interest of our clients.

At Johnson Brunetti, we take pride in caring for our clients and our community. Through educational workshops, special events, and an unwavering commitment to community service, we aim to make a positive impact on the lives of others.

Giving back is at the core of who we are. Since launching our Community Service Program in 2021, we’ve dedicated over 1,770 volunteer hours to support incredible organizations such as The Salvation Army, Dress for Success, Journey Home, Save the Sound, Make-A-Wish®, and many more.

Creating Value for Our Clients & Communities

We deeply value the relationships we build with our clients and the opportunity to make a meaningful difference in the communities we serve.

    • Joe D.
      Joe D. is a client of Johnson Brunetti and received no compensation for his statement.

      “Your model is working well, continue to keep your focus on your clients. The podcasts are an effective way of communicating information and real life stories. Your business is supporting your clients’ many different real life stories.”

      Testimonials received in response to Johnson Brunetti survey conducted in 2024.  Please click here for a description of the survey and the overall results. 

    • Jackie L.
      Jackie L. is a client of Johnson Brunetti and received no compensation for her statement.

      “I love how everyone in the company makes us feel. Like we are one big happy family. I wouldn’t change anything! “

      Testimonials received in response to Johnson Brunetti survey conducted in 2024.  Please click here for a description of the survey and the overall results.

    • John L.
      John L. is a client of Johnson Brunetti and received no compensation for his statement.

      “We are extremely please with J&B. Referring back to our one word, Family, we trust your firm, advisors, and services as we would a member of the Family. Thank you for everything!”

      Testimonials received in response to Johnson Brunetti survey conducted in 2024.  Please click here for a description of the survey and the overall results. 

    • Laura H.
      Laura H. is a client of Johnson Brunetti and received no compensation for their statement.

      “Your corporate values and mission have stayed constant which we’d say is the primary reason we are so satisfied. We believe that mission should never change.”

      Testimonials received in response to Johnson Brunetti survey conducted in 2024.  Please click here for a description of the survey and the overall results. 

    • Barbara S.
      Barbara S. is a client of Johnson Brunetti and received no compensation for her statement.

      “We are very happy with Johnson Brunetti. It has really taken a load off our shoulders. Thank you.”

      Testimonials received in response to Johnson Brunetti survey conducted in 2024.  Please click here for a description of the survey and the overall results. 

    • Christine Q.
      Christine Q. is a client of Johnson Brunetti and received no compensation for her statement.

      “Your services are exemplary and greatly appreciated by my husband and myself to live out our retirement years feeling safe and secure. Thank you!”

      Testimonials received in response to Johnson Brunetti survey conducted in 2024.  Please click here for a description of the survey and the overall results. 

      Our Advisors
      • Joel Johnson, CFP®

        Joel Johnson, CFP®

        Managing Partner
      • Eric Hogarth, CFP®

        Eric Hogarth, CFP®

        Senior Partner
      • Heath Grossman, CFP®

        Heath Grossman, CFP®

        Partner
      • Heather Atkins, CFP®, CRPC®

        Heather Atkins, CFP®, CRPC®

        Financial Advisor
      • Marlin Breard, CFP®, RICP®

        Marlin Breard, CFP®, RICP®

        Financial Advisor
      • Nicholas J. Colantuono, CFP®

        Nicholas J. Colantuono, CFP®

        Financial Advisor
      • Jake Doser, CFP®, CPWA®

        Jake Doser, CFP®, CPWA®

        Financial Advisor
      • Ian Fergusson, RICP®

        Ian Fergusson, RICP®

        Financial Advisor
      • Alex Hubbard, RICP®

        Alex Hubbard, RICP®

        Financial Advisor
      • Jennifer Killilea

        Jennifer Killilea

        Financial Advisor
      • Brett Larocque, RICP®

        Brett Larocque, RICP®

        Financial Advisor
      • Doug Miller

        Doug Miller

        Financial Advisor
      • Maxwell Miller

        Maxwell Miller

        Associate Financial Advisor
      • Matt Pastor, RICP®

        Matt Pastor, RICP®

        Financial Advisor
      • Ray Radikas

        Ray Radikas

        Financial Advisor
      • Matthew Salem

        Matthew Salem

        Associate Financial Advisor
      • Sjaun Sanderson

        Sjaun Sanderson

        Financial Advisor
      • Matt Scott

        Matt Scott

        Financial Advisor
      • Jakob Hudanish

        Jakob Hudanish

        Associate Financial Advisor
      • Josh Altman, CRPC®

        Josh Altman, CRPC®

        Financial Advisor
      • David Shapiro

        David Shapiro

        Regional Director of Wealth
      • Jeff Woodcock

        Jeff Woodcock

        Associate Financial Advisor
        Our Team
        • Laurie Tobias

          Laurie Tobias

          Chief Operating Officer & Chief Marketing Officer
        • Karen Purslow, CPA

          Karen Purslow, CPA

          Controller
        • Kevin Crawford

          Kevin Crawford

          Chief Compliance Officer
        • Robin Lentz

          Robin Lentz

          Client Relationship Manager
        • Alexander Curylo

          Alexander Curylo

          Client Relationship Coordinator
        • Marisol Handren

          Marisol Handren

          Client Service Specialist
        • Bridget O’Sullivan

          Bridget O’Sullivan

          Client Relationship Coordinator
        • Kevin Shin

          Kevin Shin

          Client Relationship Coordinator
        • Richard Ukele

          Richard Ukele

          Client Relationship Coordinator
        • Diana Levsky

          Diana Levsky

          Director of Business Development & Retention
        • Linda Walter

          Linda Walter

          Regional Operations Manager
        • Jeff Sobon

          Jeff Sobon

          Senior Client Service Specialist
        • Margaret Aguirre

          Margaret Aguirre

          Senior Client Service Specialist
        • Chandler Colberg

          Chandler Colberg

          Client Service Specialist
        • Caleb Ennin

          Caleb Ennin

          Client Service Specialist
        • Max Gordon

          Max Gordon

          Client Service Specialist
        • Hillary LaMalfa

          Hillary LaMalfa

          Client Service Specialist
        • Gabriella Muraca

          Gabriella Muraca

          Client Service Specialist
        • Nick Miller

          Nick Miller

          Client Service Specialist
        • Tanner Debowsky

          Tanner Debowsky

          Manager of Investment Planning & Operations
        • Benjamin Carlson

          Benjamin Carlson

          Financial Planning Support Specialist
        • Michael Gurney

          Michael Gurney

          Financial Planning Specialist
        • Brendan Stafstrom

          Brendan Stafstrom

          Financial Planning Specialist
        • Annie O’Rourke

          Annie O’Rourke

          Director of Digital Marketing
        • Madeline Cano

          Madeline Cano

          Marketing Events Manager
        • Dani Cantamessa

          Dani Cantamessa

          Event and Fulfillment Coordinator
        • Chloe Capuano

          Chloe Capuano

          Marketing Content Creator & Copywriter
        • Doug Horn

          Doug Horn

          Digital Marketing Specialist
        • Christine Hurley

          Christine Hurley

          Marketing Coordinator
        • Michele Matera

          Michele Matera

          Marketing Administrator
        • Mikaela Parlapiano

          Mikaela Parlapiano

          Digital Marketing Coordinator
        • Liz Stefanski

          Liz Stefanski

          Marketing Events Coordinator
        • Lorain Tenore

          Lorain Tenore

          Workshop Event Manager
        • Shane Sullivan

          Shane Sullivan

          Accounting Manager
        • Linda Kaider

          Linda Kaider

          Lead Director of First Impressions
        • Lena Adams

          Lena Adams

          Office Administrator
          FAQs
          What is a fiduciary?
          A fiduciary is an individual or organization with a legal and ethical obligation to put their clients’ interests above their own. As fiduciaries, our financial advisors are required to always act in your best interest. You can trust that they will provide objective, honest guidance, ensuring that every recommendation is made with your financial well-being as the top priority.
          Is a meeting right for me?

          You would benefit from a meeting if you…

          • Want to create a plan for your financial future
          • Are interested in paying less in taxes
          • Want to earn a reasonable rate of return on your money
          • Wish to minimize taxes on your Social Security income
          • Want to keep the IRS out of your will
          • Are concerned about running out of money in retirement
          I already have a financial advisor – why should I meet with Johnson Brunetti?

          Many people who come in to visit us have an existing financial advisor. We’re not trying to steal you away, but rather offer a fresh perspective on your investments and how they align with your goals. Just like seeking a second opinion at a doctor’s office can provide clarity and reassurance, our advisors can provide important insights to help you make informed decisions about your financial future. Plus, the initial consultation is complimentary.

          How do you get paid?

          We work on a fee which is based on the assets you entrust to us, or we can use products that pay us a finder’s fee or commission from the companies where we invest your money.

          What should I bring to the in-person meeting?
          • Your latest financial statements (Mutual Funds, CDs, life insurance policies, annuity policies, retirement accounts [IRA, 401(k), TSA, 403(b)], trusts, etc.)
          • A copy of last year’s tax return, if possible
          • Your completed Family Information Sheet, which will accompany your confirmation letter
          • Any information relating to your concerns
          • Any questions or topics you would like to discuss
          What happens at the meeting?

          During this meeting, we’ll engage in meaningful conversations and gain a deep understanding of your specific concerns to accurately evaluate your needs and aspirations. We’ll then provide personalized recommendations tailored to your unique situation as well as conduct a comprehensive analysis of your current financial status. Keep in mind, this is an exploratory meeting focused on gathering relevant information rather than a sales pitch.

          What are my obligations after the initial visit?

          There is absolutely no charge or obligation following our first meeting. Many times, we can reassure folks that everything looks great, and no changes are needed.

          Our Locations
          Johnson Brunetti
          Welcome to Our New Website!
          Everything was designed with you in mind, making our retirement planning resources more easily accessible to you.
          Check out your new resource center, where everything can be organized by article type or topic
          Are you ready to speak with a financial advisor?
          Skip to content