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Rely on Our First-Hand Knowledge

At Boston Wealth Strategies, we have taken the steps to cultivate a caring, skilled, and seasoned team of financial professionals to support your needs and help you pursue your dreams.


Our Team

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Gregory J. Pinto, CFP®, ChFC®, CLU®, MBA

Senior Partner

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Patrick J. Hinton, CFP®, ChFC®, CLU®, AIF®

Senior Partner

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Daniel M. Wagner, AIF®, CRPS®, CPFA®

Senior Partner

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Jason Edinger, CFA®

Chief Investment Officer

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Coley O'Donnell, CFP®, ChFC®, CLU®

Financial Planner

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Jack Heintzelman, CFP®

Financial Advisor

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Valerie McClendon, QKA®

Retirement Plan Coordinator

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Caroline Knights

Director of Financial Planning Services

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Azadeh “Ozzie” Ward

Director of Client Services and Operations

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Daniel Berman

Client Service Associate

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Carolyn Denisi

Client Service Associate

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John Killeen, CRPS®

Retirement Client Service Associate

Gregory-Pinto-Headshot

“Every client’s situation is unique. It’s like a puzzle, the way all the pieces fit together. When I see that ‘a-ha moment’ in the client’s eyes—there is nothing more gratifying to me.”
– Greg Pinto

Gregory J. Pinto, CFP®, ChFC®, CLU®, MBA

Senior Partner

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Greg’s focus is with first-generation entrepreneurs and successful individuals and families. His personal experience in coming to the United States at the age of 21 from India and building his practice from the ground up allows him to identify with his clients and guide them in pursuing their goals. To ensure that he had the knowledge to back up his experience, Greg earned his CERTIFIED FINANCIAL PLANNER professional certification, and his ChFC® and CLU® certifications.

Growing up in Mumbai, India, Greg left to pursue a higher education. After graduating from Rochester University’s William E. Simon Business School with an MBA in finance and corporate accounting, Greg knew he did not want to be a CPA. He focused his efforts on the financial services industry, starting out with New England Financial in Rochester New York, where he enjoyed the process of resolving his clients’ financial concerns.

Greg is a regular speaker at the CEO FORUM, conducted by CEO Resources, Inc., a peer group in Southeastern Massachusetts and Rhode Island. He has also been a guest on Fidelity’s podcast series, FinPoint, where he shared his insights on investment outsourcing, portfolio construction, and other ways to increase value for clients. Greg is also featured in “Explaining Metal Prices,” a book written by Paul MacAvoy, former dean of Yale University’s Business School.

Greg and his wife, Julie, have been married since 1999. They have three kids and live in Newton, Massachusetts, where Greg is very involved in the community. Greg has worked with Newton youth soccer as a coordinator and coach. He and his family are active members of Our Lady’s Parish, where he works on several committees, teaches religious education, and volunteers with My Brother’s Keeper. Greg also sits on the board of trustees for the village of Craigville in Centerville, Massachusetts. In their free time, the Pintos enjoy spending time at their Cape Cod house, playing tennis, biking the rail trail, and being active.

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“I have always found it very fulfilling to help a client figure out a situation and give them a manageable process to help achieve their goals. I get a sense of purpose when I know that the work I have done has left a family able to feel financially sound.”
- Pat Hinton

Patrick J. Hinton, CFP®, ChFC®, CLU®, AIF®

Senior Partner

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As a CERTIFIED FINANCIAL PLANNER professional with more than 23 years of experience, Pat has a strong focus on the areas of retirement distribution, college funding, and overall investment management. He understands how to best use distributions from retirement accounts to help families address their income needs in retirement.

In addition to the CFP® certification, Pat also holds the ChFC®, CLU®, and AIF® certifications. In his role as senior partner, Pat oversees business operations. He is also a member of the FPA and strategic coach program.

Born and raised in Elkhart, Indiana, Pat graduated from North Central College in Illinois, where he played football and served as captain of the team during his senior year. He earned a degree in political science. His love of politics took him to Washington, D.C., where he served as an intern for the White House. He continued his political journey, working on local, state and national campaigns. Pat's last job in politics was serving as a press secretary for a Member of Congress.

When Pat’s wife, Kate, was pregnant with their twin girls, they moved to Kate’s home state of Massachusetts to raise their family. That’s when Pat decided to make a career change and follow his other passion: finance. A friend connected him with a local firm, where he met his long-time mentor, Tom Rogers, and they built a meaningful practice offering clients their respective areas of knowledge. Over a 25-year period, Pat and Tom still serve many of the same clients they began their relationship with.

Pat and Kate have been married since 1994 and have five children they raised in Walpole, Massachusetts. Pat is active in his community and church. He has coached youth football, soccer, and lacrosse, and serves as a town meeting member and a trustee for the Walpole Scholarship Foundation. Pat enjoys skiing, biking, reading, working out, and traveling with his family.

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“It struck me halfway through my career how much of a void there was in the retirement planning area and how I could help. It gives me a great feeling to be able to educate people so that they better understand the importance of retirement planning and saving early.”
– Dan Wagner

Daniel M. Wagner, AIF®, CRPS®, CPFA®

Senior Partner

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When Dan entered the investment business years ago as a stockbroker with E.F. Hutton, the last thing he thought he would be doing was managing retirement plans. Over time, he realized that many people he knew were in poorly designed plans and situations that would prevent them from retiring comfortably.

With more than 30 years of experience in financial services, Dan’s specialization is in designing and constructing the best corporate retirement plans for both plan sponsors and their participants. His goal is to ensure that fiduciary standards are being met and that plans generate better outcomes for sponsors and participants alike.

Dan’s role involves managing the firm’s corporate retirement department while exploring ways to enhance the services, strategies, and solutions we offer. He holds the AIF®, CRPS®, and CPFA® certifications.

Born and raised in Chicopee, Massachusetts, Dan graduated from the University of Massachusetts, Amherst with a degree in economics. After graduation, he started at E.F. Hutton. Upon completing his training, Dan experienced the market collapse of Black Monday, and E.F. Hutton was deemed insolvent. Dan was forced to pursue other opportunities, ultimately relocating to the Midwest, where he met his wife, Karen.

Dan and Karen married in 1994 and moved to Massachusetts. They have three children, Matt, Ryan, and Regan, and live in Westwood, Massachusetts. Dan has coached more than 60 sports teams for his kids, including soccer, hockey, basketball, and baseball. He spearheaded the fundraising efforts for an addition to their church, First Parish of Westwood. Dan is a member of the National Association of Plan Advisors and serves on the Commonwealth Financial Network® Retirement Advisory Council.

Dan enjoys spending time with his family (including his dogs), playing golf, hitting the beach, and traveling.

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“The investment world is complex and there is a lot to it. I like the intersection and alignment of interest in applying the same principles for yourself and your clients.”
– Jason Edinger

Jason Edinger, CFA®

Chief Investment Officer

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Jason’s focus and interest has always been on the research side of financial services. Even at a young age his interest was piqued by the stock market. He remembers fondly how one of his teachers told him that the only reason the stock market works is because of faith. He enjoys analyzing the connection between the economy and the markets, looking at trends and forecasting. Jason started his career at State Street as a financial analyst in 2010, working towards his CFA (chartered financial analyst) designation. He then shifted to TwinFocus Capital Partners in 2012 as a portfolio analyst, finishing and earning his CFA designation in 2014. In March of 2015, he began working at RINET Company as a senior research analyst and was promoted to director of research, where he stayed until early 2022. Jason made the move to Boston Wealth in March of 2022 where he was drawn to the opportunity to make a relatively large impact at a small firm.

Being the eldest child of parents who were both commissioned officers in the military, Jason learned discipline, structure, and love of country at a young age. Born in Stuttgart Germany, they relocated to the states when Jason was as a child, moving five times across the country before he was ten years old. His family than settled in Colorado, where Jason spent his teenage years until leaving for New York to attend college, where he would meet his future wife, Robin. Jason graduated summa cum laude from Syracuse University in 2005 with a degree in finance.

Following in his parent’s footsteps and aligning with his desire to serve his country, after graduating Jason entered active duty in the Army. He trained in the United States and served overseas in Baghdad, Iraq, where he received the bronze star for leadership in combat. He separated from the military in 2010 and made the move to Massachusetts, to begin his life with Robin in her home state and to start his finance career at State Street.

Jason and Robin were married in 2011 and reside in Byfield with their two wonderful children and are expecting their third child in July of 2022.

In his free time, Jason enjoys teaching and guiding his children on hobbies that he and his wife enjoy, like skiing. He is also an avid runner and really enjoys surfing.

Jason has been published in City Wire magazine regarding portfolio construction, had several white papers published on the RINET website, wrote or co-wrote the quarterly market outlooks for RINET’s client base and been a guest speaker on many different forums to financial professionals regarding market outlooks.

Jason is a member of the CFA society and BSA society (Boston security analyst). He has also served as the treasurer of the Boston chapter for the Syracuse club and on the development committee of Veterans legal services.

He is currently pursuing his SIE (securities industry essential) and the FINRA Series 7 examinations, which he plans to finish in 2022.

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“This business is always evolving. I feel passionate about what I do and the fact that the ever-changing landscape allows me to constantly learn and grow, so I can help my clients in the best possible way.”
– Coley O’Donnell

Coley O'Donnell, CFP®, ChFC®, CLU®

Financial Planner

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Coley enjoys working with individuals, families, and business owners to help them pursue their financial goals and dreams.

Coley is a CERTIFIED FINANCIAL PLANNER professional who got his start at a Boston-based wirehouse. When Coley lost his father at a young age, he focused on the holistic financial planning approach, ensuring that when life deals our clients unexpected financial transitions, families will be well-prepared for the aftermath. In addition to his CFP® certification, Coley has also attained his CLU® and ChFC® certifications to help ensure he remains well-versed in the key areas of financial planning.

Growing up in Sudbury, Massachusetts, Coley earned a baseball scholarship to attend Providence College, where he won a Big East Championship in the final year of the school’s program. He graduated with a bacheor’s degree in history. He then went on to Northeastern University to earn a master’s in political science.

After graduating from Northeastern, Coley met his wife, Cara. They married in 2009 and have two daughters, Katie and Caroline. Coley and his family live in Hingham, Massachusetts.

Coley loves coaching and volunteering for his daughter’s youth sports teams. He also looks forward to playing a round or two of golf when the opportunity allows. Coley enjoys spending time with his family, and he loves the time they spend at their beach house in Narragansett, Rhode Island.

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“When I interned with a financial advisor early in my college career, I was immediately drawn to this industry. I became passionate about the opportunity to positively impact clients’ lives. It brings me great satisfaction to help educate and guide our clients through their major financial decisions.”
– Jack Heintzelman

Jack Heintzelman, CFP®

Financial Advisor

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Jack focuses his work on young families looking for assistance with saving for a first home, managing student loans, or planning for college education. He also enjoys working with family business owners. Jack was raised in a third-generation family business, which helps him understand the emotional challenges of being an entrepreneur. He also works closely with our senior partners to develop generational planning strategies for our clients and their children.

Raised in Middleton, Massachusetts, Jack grew up in a family of entrepreneurs and he observed the experience of establishing a business from the ground up. This motivated him to want to manage his own business. He attended Saint Anselm College, where he earned a soccer scholarship and played all four years, serving as team captain during his senior year. He was the treasurer of his class and vice president of the finance club. Jack earned a degree in finance.

In 2018, Jack joined our team and began his career as a paraplanner. He managed our financial planning process, working alongside our advisors to develop base plans and recommendations. This helped him gain the experience that led him to become a financial advisor, working directly with clients and their comprehensive financial planning needs. Jack completed the two-year financial planning program at Boston University and achieved his CERTIFIED FINANCIAL PLANNER certification in 2021.

Jack stays involved at Saint Anselm College, serving as a member of the alumni board. Previously, he was a volunteer coach for the men’s soccer team at his alma mater. Jack is also a member of the Financial Planning Association. He spends his winters on the ski slopes and his summers on the golf course. Jack also enjoys spending time with his family at their lake house in New Hampshire.

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“There are so many moving parts associated with a 401(k) plan and what I’ve seen within the last 24 years is employers constantly getting frustrated. I enjoy cutting through that and making it easier for an employer to sponsor a plan.  My favorite part is when we can use the plan to get client deductions to help them not write a check to the government at the end of the year.”  
– Val McClendon

Valerie McClendon, QKA®

Retirement Plan Coordinator

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Valerie got her start in the industry at 19, simply because she needed a job while attending college.  She became a clerical assistant for a Third-Party Administration firm called QBI and fell in love with both the company and the retirement space.  Working full time while in college she continued to move up in a compliance and consultant role, where she stayed for twenty years.  In 2017, Valerie moved to a sales role for QBI, before departing and joining Boston Wealth in 2022 as our Retirement Plan Coordinator. 

Valerie’s shift to BWS stems from her feelings that she could better help employers in the advisory space.  After seeing firsthand all the moving parts associated with 401(k) plans, it became apparent there was not enough guidance or support given to Employers and their staff.  Valerie felt that she could make the complicated easier for employers through better plan oversight and design, coupled with a better overall experience for the plan participants.

Born and raised in Los Angeles, California, one of three kids, Valerie always had an affinity towards animals and always had dogs growing up.  After graduating high school, she attended college at California State University Northridge and graduated in 2003 with a Bachelor of Science in Business Administration.  After thirty years in CA, Valerie moved to the east coast for family and settled in NH, where she lives today with her two children and two dogs. 

Valerie loves yoga, snowboarding in the winter and kayaking in the summer with her family.

Valerie is Involved with WIPN – woman in pensions network – a group that connects females in this industry to help, inspire, mentor, and promote each other.

She has been a part of multiple podcasts where she has spoken about different ways employers can best utilize their qualified plans through the tools given by the IRS.  Valerie has also been a guest speaker on many different forums, a national webinar and a handful of local ones, always being brought in as the expert on qualified plans. 

Valerie recently completed her SIE and FINRA Series 7 and is working towards achieving the series 66 in 2022, so she can continue to educate herself on the best ways to support and guide employers.

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“My parents made me open a checking account at a young age, and my brother pushed me to open a Roth IRA. These measures helped me to be financially sound when disaster struck in 2020. I want to help others do the same thing.”
– Caroline Knights

Caroline Knights

Director of Financial Planning Services

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Caroline joined Boston Wealth Strategies and this industry after the COVID-19 pandemic hit, and she, like many others, had to step away from a non-profit teaching role. She realized that although she had her finances in order, many of her friends and colleagues were struggling.

Caroline decided to get certified with eMoney, a wealth management planning software owned by Fidelity. She realized how much she enjoyed the software’s capabilities, which would allow her to help others achieve their goals and manage their financial roadmap. This set Caroline on a path towards pursuing her CERTIFIED FINANCIAL PLANNER™ certification through Boston University.

Caroline completed her Series 7, SIE, state exams and the CFP® examinations in 2021, with Boston Wealth, as our paraplanner. Today, as the director of financial planning services, Caroline heads up our planning department.

Growing up in Hopewell, New Jersey, Caroline graduated from George Washington University with a bachelor’s degree in human services and social justice. She went on to earn her master’s degree in education from the University of Oklahoma. She has traveled the world, teaching in the United States and Taiwan, where she also coached youth soccer. She is conversational in Spanish and Chinese.

Caroline is a member of Pi Beta Phi’s Boston Chapter, Teach for America Boston alumni group, and the Financial Planning Association. She enjoys traveling internationally, hiking, scuba diving, reading, and being outdoors.

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“Being able to help both financial professionals and their clients has been a draw for me for years. I love knowing that the client, advisors, and the practice can rest assured that when something is in my hands, it is going to be taken care of with precision and finesse."
– Ozzie Ward

Azadeh “Ozzie” Ward

Director of Client Services and Operations

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Ozzie has been in the financial services industry for over 20 years. She oversees operations and client services for Boston Wealth. Ozzie came into this industry by default. She started out when she was 16-years-old, working for a paramedical company after school and continued on there during college breaks. She built strong relationships with many of the advisors she would speak to.

After graduating from the University of Massachusetts, Amherst, with a degree in communications, Ozzie followed her dream of becoming an anchorwoman. She earned a coveted role with Susan Wornick of Channel 5/ABC as a production assistant. She later landed a role to produce the weekend news at ABC, in Manchester, New Hampshire.

After commuting from Needham, Massachusetts to Manchester, New Hampshire for a few months and earning an incredibly low salary, she knew she was unable to make the necessary sacrifices to continue in broadcasting. Ozzie went back to her connections through the paramedical company, and started her financial services career at New York Life, where she worked for 13 years. Her roles included helping to hire and train advisors, working as a consultant for the senior and managing partners, and for her last eight years running the practice of the top-producing advisor.  She joined Boston Wealth in January of 2015, where she could use her skills and expertise to help the company grow. Ozzie has spoken at several industry events, and she was a speaker on a panel of practice managers at Carson Wealth Coaching in Omaha, Nebraska.

Ozzie and her husband, Michael, have a daughter, Roya. They look forward to being able to travel with Roya and expose her to different cultures. Growing up in Iran and immigrating to the United States as a child, Ozzie has always felt it is important to see, understand, and appreciate the world, its people, and cultures. She is raising her daughter to be bilingual so that her own culture and traditions are not lost through the generations.

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“I was drawn to this role because a lot of the attributes needed to do my job directly aligned with my strengths, which are organizational skills and attention to detail.”
– Dan Berman

Daniel Berman

Client Service Associate

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Dan’s background in financial services started in 2001. Having joined our team in 2018, Dan is Boston Wealth’s veteran client service manager. He works closely with an assigned group of clients, managing their day-to-day service needs and any account-related questions they need guidance with. His goal is to be their point person and work closely with the advisors and partners to plan and prepare for their meetings.

Dan started his career in retail management, managing an Enterprise and a movie theater, working nights and weekends, which did not allow for a lot of freedom. Wanting his quality of life back and always enjoying stocks and bonds, Dan made the career change into the financial services industry. He started at Commonwealth Financial Network®—our Registered Investment Advisor-broker/dealer partner—where he worked for 13 years, managing the transfer of assets department. That’s where he met his wife, Thuy.

Dan grew up in Stoughton and graduated from the University of Massachusetts, Amherst, where he earned a degree in sports management.

Dan and Thuy married in 2012 and live in Holliston, Massachusetts, with their daughter and son. Dan enjoys spending time with his family, golfing, and exercising.

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“Getting to know people, building relationships with them, and helping them to make the best decisions possible is what drew me to this field.”
– Carolyn Denisi

Carolyn Denisi

Client Service Associate

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Carolyn got her start at Putnam Investments in 2005 as a service rep in the variable annuity department. In 2006, she was promoted to a product hotline specialist for retirement plans and in 2009 became a premier representative at Putnam, working with all lines of business.

In 2021, Carolyn joined the Boston Wealth team as one of our client service managers. She is pursuing the FINRA Series 7 securities registration and has attained the SIE and life and health.

Carolyn was born in Washington, D.C. and traveled extensively with her family to places like Colorado, New Hampshire, and Virginia, before ultimately settling in Massachusetts in 1993. She graduated from Regis College, where she earned a degree in english.

Active in her community, Carolyn has coached youth soccer for seven years and is currently on the soccer board of directors in Bellingham, Massachusetts. She has been featured on 101.3 FM, a local radio station for her efforts to coordinate a food pantry drive to combat the need for food in Bellingham due to COVID-19 and school closures.

In her free time, Carolyn loves watching movies, reading, cooking, and spending time with family and friends. She would like to start traveling again, both domestic and abroad, and enjoys spending time with her family at their Waterville Valley, New Hampshire home.

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"I have gone to several educational meetings for clients. Attending these meetings has given me a sense of satisfaction, knowing I was able to make a difference in their lives."
– John Killeen

John Killeen, CRPS®

Retirement Client Service Associate

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John enjoys all levels of 401(k) planning. After 22 years at Fidelity Investments, John was ready for a change and joined Boston Wealth Strategies in 2019 as our retirement client service manager. He brings with him the experience of managing more than 60 client accounts where he worked alongside the investment specialists to perform fund reviews and conduct educational meetings.

In his role with Boston Wealth, John assists the advisors with sales, service, plan, and participant administration. He maintains internal systems, coordinates trustee and education meetings, and provides detailed follow-ups for our clients.

John entered this industry when his dad was retiring from Prudential after 36 years and was offered the opportunity to take over the practice, which focused on insurance. He was always more passionate about the retirement side of the business, so he made a shift, and during his tenure at Principal Life Insurance, he started to work with and sell small 401(k) and SIMPLE IRA plans. When he went to work at Fidelity, he had the opportunity to be an internal 401(k) wholesaler, which gave him a great education and allowed him to work directly with the companies they were servicing. John holds his FINRA Series 6 and 63 securities registrations and he completed his CRPS designation in 2021. He has been a speaker for various 401(k) plan discussion panels during his tenure at Fidelity.

John and his wife, Kathy, married in 1982 and live in Whitinsville, Massachusetts. They are very proud of their son, Michael, who is the chief fire inspector for Grafton, Massachusetts. In his free time, John enjoys golfing and is a skilled woodworking craftsman.