Stephen Johnson, CFP®, CLU®, CLTC | Partner
A Partner at Commonwealth Financial Group, Steve has maintained an unparalleled enthusiasm and genuine passion for planning, investing and wealth accumulation for over a decade. Steve is a consummate professional who focuses on the individual needs of his clients. He excels in assisting clients bolster their financial standing by implementing sound and progressive investment strategies coupled with prudent risk management.
Steve graduated from Western New England University with a BSBA in Finance. Immediately following graduation, he knew he wanted to start his own financial practice and help others achieve financial confidence. Steve quickly moved into leadership, holding management positions of YP Unit Director, Field Director, and Managing Associate before becoming Partner.
Steve made the transition to Commonwealth Financial Group (CFG) with a goal of expanding his practice further. He specializes in serving those in the medical community as well as those who own closely held businesses.
Steve is an integral member of CFG’s SpecialCare Program and Business Planning Team. He is a firm believer that these demographics require the specialized skill set and training which he has obtained. Through his work with the CFG SpecialCare Program he is active in the community through volunteer work, education, and advocacy. He has served with organizations such as the Jewish Family & Children’s Service, Autism Alliance of MetroWest, and Special Olympics Massachusetts. Steve has also sat on the board of several charitable foundations raising money for both the Make a Wish Foundation and St. Jude.
Steve currently resides in Mansfield with his daughter Madison. He enjoys cooking, challenging himself in the world of health and fitness, and you will always find him in the middle of a book or two.
As the Practice Manager and Director of Client Services, NahJ is dedicated to optimizing our clients financial planning experience. She can help schedule your next appointment with Steve, guide clients through the application & underwriting process, assist with service on existing accounts, and provide the necessary forms for both beneficiary & banking changes.
Jack Priebe | CFP®
Director, Advanced planning
Jack specializes in providing case design support and training in Advanced and Business Planning along with continued production of Business Valuations as part of the CFG process. Jack holds a bachelor’s degree in applied mathematics from the University of Michigan as well as the CFP designation and a graduate certificate in Financial Planning from Boston University.
Perry Smith JD*, LL.M., CLU®, ChFC®, CFP®
Senior Partner, Business & Estate Planning
Perry provides technical, tax and legal support to our partners and brokers in both estate and business planning. Perry graduated with honors from Dartmouth College with an AB in policy studies and government. He then received his JD* at American University and LL.M. (Tax) at Boston University Law School. He also holds CLU, ChFC, and CFP® designations, and is a Licensed Insurance Advisor in Massachusetts.*Licensed but not practicing on behalf of CFG.
Dan Murphy | CFP®
Director, Design Center
Dan is a Senior Design Center Analyst. In his role, he works with the Design Center team, assisting in case analysis, as well as helping to implement eMoney as a financial planning and practice management tool. Dan graduated from Bentley University with a degree in finance and a Liberal Studies Major in Ethics and Social Responsibility.
Agency Supervisory officer
Ami earned her Bachelor of Science in finance at Bentley University. Ami serves as the Senior Agency Supervisory Officer (ASO). As the Senior ASO, she oversees the supervision of our Agency’s field force to ensure adherence to the rules and regulations set by the state and federal regulators, as well as our home office. In addition to her work in Compliance and as an Advisor, Ami is a member of Women in Insurance & Financial Services and the Society for Financial Services Professionals.
Bob is the Director of the Investment Division. He has been serving the investment needs of clients since 1983, after graduating from the University of Massachusetts with a bachelor’s degree in economics. He manages his own client base and provides all investment training and education to every registered representative at the firm. Bob holds his FINRA Series 7, 24, and 65 registrations.
Director, Marketing & Innovation
Andrew develops market strategies and oversees implementation of all marketing activities. In addition, he helps define and plays a major role in the integration of innovation at the firm, with a focus on everything from internal technology systems to the application of user-centered design to complex data analytics.
Steve Johnson enjoys a partnership with Commonwealth Financial Group and is able to take advantage of the resources provided through this collaboration.