Sharat Bail

Hi, I am Joe, I have chosen to be a financial planner because I care deeply about helping people achieve an even greater future with their finances. I specialize in working with corporate professionals and families planning for a future in retirement. I have a lot of experience with employees at public Biotechnology and Defense Contracting Firms. I often see people start to work with me around 45-60 to get a head start on their future, but also have a variety of others I work with as well. I offer ongoing financial planning and investment services as well as one time plans. Utilizing my unique planning and investment philosophy, we can explore valuable financial opportunities, uncover blind spots, and build a plan that makes your money work harder for you. Parkmount Financial Partners has been featured well recognized publications such as Bloomberg, Investment News, iHeartRadio, Financial Planning Magazine, and GoBankingRates.com Reach out and schedule time for free initial consultation

I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.

David Kopack is a financial advisor with Boston Investment Trust Management, Inc. in Bridgewater, MA, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Boston Investment Trust Management since 2006. Boston Investment Trust Management provides discretionary portfolio management, written financial planning, and consulting services to individuals, including high-net-worth clients, and business clients. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis to develop individualized investment policies and manages a diverse range of securities, including oil and gas partnership interests, serving both U.S. and notable non-U.S. clients.

Kevin Williams is a CFP® with 10 years of industry experience and is the principal advisor at Full Life Financial Planning in Pembroke, MA. His prior roles include positions at W.H. Cornerstone Investments Inc., Powder Point Wealth Management, LLC, and Damon Diodati, Inc. He serves as Treasurer/Clerk for the Financial Planning Association of Massachusetts in a volunteer capacity. Full Life Financial Planning is an independent, fee-only advisory firm serving individuals, including high-net-worth clients, and corporate clients. The firm employs a goal-based process integrating passive and active investment strategies, providing a range of financial planning and wealth management services alongside in-house tax preparation and bookkeeping.

William O'Donnell is a financial advisor at Donal Fiduciaries with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Alan Biller and Associates from 2015 to 2017. Donal Fiduciaries provides ongoing investment advisory services to individuals, trusts, and institutional clients, including pension plans and endowments. The firm offers customized recommendations through a process that combines strategic asset allocation, macroeconomic and technical analysis, and fundamental security selection, primarily operating on a non-discretionary, consultative basis.

Francis Decker Jr. is the principal of Decker Capital Management, LLC in Duxbury, MA, with nine years of industry experience. He holds Series 63 and Series 66 registrations and has been involved with Andes Capital Group, LLC since 2017 and Real Estate Fiduciary Services, LLC from 2007 to 2018. Outside of his advisory work, Decker serves as treasurer of the Waterbend Condominium Owners Association and manages DuPage County Properties, LLC, an investment vehicle owned by three pension funds. Decker Capital Management provides investment management and consulting primarily to institutional and pooled-vehicle clients, focusing on public and private real assets such as real estate, farmland, and timber. The firm employs an analytical, tailored approach that includes cash-flow modeling, capital-structure analysis, risk identification, and active management with periodic reviews and reporting.