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Our Leadership

Our team members have the reputation, experience, and credentials you deserve and will conduct themselves with integrity, confidentiality, and professionalism.

For our clients’ benefit, we are committed to providing our associates with opportunities for professional growth and development—in fact, we insist upon it. In the end, the continuous investment into our staff translates into a better experience for you.

Please take a moment to review our team's biographies and credentials. With over a century of combined experience, your future is in good hands with us.
John E. Freiburger CLU, ChFC, CFP®, AEP, MSFS Managing Partner	Jim Beverley CLU, ChFC, CFP® Financial Advisor
James E. Bey CLU, ChFC Financial Advisor	Jason Mirabella Director of Analytics
Daniel J. Sommers CPA, CFP® Managing Director of Client Experience	Ann Bonfiglio Office Manager
Libby L. Grant Ed.D. Client Service Manager	Sue Montalto Executive Assistant to the Managing Partner
Stacy Novotny Information & Efficiency Manager

Securities and Investment Advisory Services offered through NFP Securities, Inc. (NFPSI), Member FINRA-SIPC. Partners Wealth Management is a member of PartnersFinancial, an affiliate of NFPSI. Partners Wealth Management and NFPSI are not affiliated. NFPSI does not provide tax or legal advice. Registered representatives and investment advisor representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all members of Partners Wealth Management offer securities or investment advisory services.