Meet the Team
Adam M. Sachs CFP®, CLU®, ChFC®, CLTC, AIF®
Financial Planner
Since 1993, clients have chosen to work with Adam Sachs because of his knowledge, honesty and sincere desire to serve. What this means is that Adam invests the time to understand your unique situation and shares a process that helps inspire you to take action. The real benefit is the confidence and certainty you will gain in putting your intentions and most important relationships first.
Adam Sachs began his financial practice with Centinel Financial Group, LLC after graduating from Babson College in Wellesley, Massachusetts. Shortly after joining the firm, he acquired the CERTIFIED FINANCIAL PLANNER™ certification and has built his practice using comprehensive financial strategies to assist his clients in reaching their goals. Adam's planning process centers around gaining an understanding of his client's current financial situation, taking into consideration their goals and objectives. He then makes recommendations and assists in implementing strategies tailored to each client's unique circumstances and needs. Personal relationships are Adam's main focus, as he prides himself on being a resource to his clients and on building long-lasting relationships. As a financial advisor, Adam is able to provide a wide array of wealth management, investment and insurance strategies. Through his extensive network of CPA's, attorneys and other experienced professionals, he is able to design strategies for the various stages of his clients' lives.
In addition to working with clients, Adam is actively involved in serving his local community and industry. He is the past-President of the National Association of Insurance and Financial Advisors (NAIFA) of Massachusetts and currently serves as the Government Relations Chair. He has participated for the past several years in the Cycle for Life, a bicycle ride to raise money for the Cystic Fibrosis Foundation. In his town, Adam served as the president and scholarship chair for the Ashland Business Association and is a member of Temple B'nai Shalom.
Adam was born and raised in Worcester, Massachusetts and currently resides in Ashland with his wife and three children. He loves sports, cooking and being an advocate for others. Adam can be reached at 781-446-5006 or asachs@centinelfg.com.
Adam Sachs began his financial practice with Centinel Financial Group, LLC after graduating from Babson College in Wellesley, Massachusetts. Shortly after joining the firm, he acquired the CERTIFIED FINANCIAL PLANNER™ certification and has built his practice using comprehensive financial strategies to assist his clients in reaching their goals. Adam's planning process centers around gaining an understanding of his client's current financial situation, taking into consideration their goals and objectives. He then makes recommendations and assists in implementing strategies tailored to each client's unique circumstances and needs. Personal relationships are Adam's main focus, as he prides himself on being a resource to his clients and on building long-lasting relationships. As a financial advisor, Adam is able to provide a wide array of wealth management, investment and insurance strategies. Through his extensive network of CPA's, attorneys and other experienced professionals, he is able to design strategies for the various stages of his clients' lives.
In addition to working with clients, Adam is actively involved in serving his local community and industry. He is the past-President of the National Association of Insurance and Financial Advisors (NAIFA) of Massachusetts and currently serves as the Government Relations Chair. He has participated for the past several years in the Cycle for Life, a bicycle ride to raise money for the Cystic Fibrosis Foundation. In his town, Adam served as the president and scholarship chair for the Ashland Business Association and is a member of Temple B'nai Shalom.
Adam was born and raised in Worcester, Massachusetts and currently resides in Ashland with his wife and three children. He loves sports, cooking and being an advocate for others. Adam can be reached at 781-446-5006 or asachs@centinelfg.com.
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Adam P. Marino, CFP®, CLTC |
Adam Marino works closely with Adam Sachs in continuing to help clients reach their financial objectives. Adam builds significant relationships based on genuine caring, patience and respect. He creates a safe environment for clients to share their goals and dreams and introduces a process that will allow clients to align their intentions with their actions. The real benefit is the clarity, the confidence, and the excitement clients feel in having a strategy in place. Adam is an active member of NAIFA-Mass, the Masons, and is a volunteer for Cycle for Haylee, Cystic Fibrosis Foundation. Adam can be reached at 781.446.5032 or amarino@centinelfg.com.
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Kathy Maher |
Kathy helps facilitate the team's client experience model through ongoing service and communication to ensure a high-level service experience for each client. She is the dedicated contact for our clients when it comes to coordinating review meetings, maintaining and updating client information and responding to questions and concerns. Kathy lives in Dedham with her husband, Jim, and their son, Andrew. Kathy can be reached at 781.446.5020 or kmaher@centinelfg.com.
Samantha Pashoian
Client Services Associate
Samantha supports the practices of the Sachs/Marino Team. She is a graduate of Wheaton College where she double majored in Economics and Creative Writing. She comes to Centinel Financial Group with experience in client relations, administration, and sales. Samantha can be reached at 781.446.5047 or spashoian@centinelfg.com.