2022 Awardees
Robert Basiri, RICP
Centinel Financial Group, LLC
Robert Basiri is a financial advisor with Centinel Financial Group, LLC. Robert attended Roger Williams University in Bristol, Rhode Island and graduated with a Bachelor of Science in Finance. Robert was raised in Framingham and currently resides in Chestnut Hill, MA with his wife Ashley, where he plays an active role in his local community as a member of the Financial Management Association and NAIFA.
Drake Richey, AIF, CEPA
Financial Planner
Commonwealth Financial Group
Bush & Company
Drake holds over 15 years of experience in the financial services industry. He began his career as an Analyst at Fitch Ratings in the Residential Mortgage-Backed Securities and Public Finance groups, writing and publishing independent credit research on 50 companies annually. He then transitioned to Wells Fargo where he worked as a Commercial Banking Senior Vice President. He was the chief credit officer and lead credit strategist for public power utilities across the United States, overseeing a portfolio of $4.5 billion in loans and letters of credit.
In 2015, Drake moved to Boston and joined his father-in-law’s multi-purpose advisory firm, Bush & Company, to help expand its financial planning and investment management service offerings. Drake was attracted by the opportunity to provide tailored financial advice to individuals and families rooted in economic principles and driven by each client’s personal values.
After graduating from Trinity College with a bachelor’s degree in economics, Drake and his wife spent two years working for the Fellowship of Christians in Universities and Schools (FOCUS) in Hartford, CT. Drake has served on several charitable boards in Boston, including DEAF Inc., International Fellowship House, and Young Life Boston. He is active at Park Street Church in Boston, serving on the nominating committee and teaching 3rd and 4th grade Sunday school. He and his wife live in Charlestown, MA and with their three children.
Phoebe Story, MS
Partner & Financial Advisor
Northwestern Mutual/Legacy
Financial Group
Phoebe, originally from Concord, NH, joined Northwestern Mutual after completing her master’s degree in Finance and working in the pharmaceutical industry. It is her passion to help others develop a strong sense of financial security while building meaningful relationships. She enjoys working with business owners, entrepreneurs, influencers, content creators, and those of-the-like.
She has always had a passion for helping people grow and as an advisor she’s able to do just that. Helping others meet their goals is what she is meant to do. Outside of advising, Phoebe has a family that she loves spending time with. Her husband, two children, and their two dogs, enjoy adventuring outdoors to the mountains or beach. Traveling is a major passion. Quality time with loved ones is incredibly important to Phoebe and her family.
Andrew Altenbach
Managing Associate & Financial Advisor
The Bulfinch Group
Andrew provides financial, business and estate planning solutions for professionals and businesses nationwide. He guides clients regarding investments, insurance, retirement planning, wealth transfer and asset protection solutions, business continuity and exit planning, executive retention programs, and sophisticated risk management techniques.
Outside of his practice, you can find Andrew playing golf, swimming, writing, or performing as a classical musician. He is the Music Director of the Brookline Symphony Orchestra and is an active chamber musician in the Boston area. Andre, his wife (Julia) and son (Henry) are happy residents of Wellesley.
Professional:
- Guardian’s Leaders Club – 2020 – 2021
- Guardian’s Client Builder Diamond Award – 2020