Map Out Your Best Path Forward
On a journey that's bound to include the unexpected, it helps to have guides along the way. And not just one — at Investmark Advisory Group, you have access to an entire team of wealth professionals. Each has the deep knowledge and experience to navigate any challenge you might encounter and find new opportunities. Your team will provide advice to help you identify your goals and map out the best path to help get you there.
Specialized Guidance, Precise Direction
We are a team of specialists, and each member brings specially designed knowledge and capabilities to help you successfully navigate the complex financial challenges you face.
Michael C. Kusick, CFP®
Managing Principal | CEO, CFO
For 30 years, Mike has been driven by his passion for holistic wealth management. He has dedicated his career to providing counsel and services that help our clients protect and grow their wealth to pursue lasting financial independence.
Mike’s journey at Investmark began as a newly registered financial advisor in 1995. In 2006, he fulfilled the educational, ethical, and examination requirements to earn the CFP® (CERTIFIED FINANCIAL PLANNER®) designation. In 2014, Mike assumed the role of CEO, relentlessly managing the company's primary objective: delivering indispensable service to clients.
Under his leadership, Investmark has continued to develop an exceptionally dedicated, client-focused team. Mike has cultivated the continuous pursuit of excellence through new ideas and teamwork that has become a cornerstone of Investmark's success.
On a personal note, Mike cherishes his time with his wife Traci and their three grown children: Hannah, Michael, and Kailey. The family loves escaping to their vacation home on Lake Winnipesaukee and enjoying spectacular sunsets, bass fishing, and boating. They are also diehard Green Bay Packers fans who treasure watching the games together.
Nicholas T. Christie, CFP®, AIF®
Managing Principal | CIO & COO
Nick specializes in the management of client portfolios and has been with Investmark for over two decades. Nick is a Managing Principal, and is also our Chief Investment Officer and Chief Operations Officer. Nick's primary areas of focus are portfolio strategy, implementation and providing exceptional financial planning solutions to his clients. Nick also serves as chairman of Investmark Advisory Group’s Investment Management Committee, which meets to review, discuss, and revise the firm’s investment strategies and objectives. Nick has also been distinguished as a Five Star Wealth Manager again for 2023.
Prior to Investmark, Nick was a portfolio analyst assisting in the management of private client equity portfolios and mutual funds at J.P. Morgan in New York. Before that, he was an accounting analyst at Fidelity Investments in Boston. Nick received a BS in finance from Syracuse University and holds FINRA Series 7, 31, 63, and 65 securities registrations, as well as life and health insurance licenses through Commonwealth Financial Network®. Nick is also a CERTIFIED FINANCIAL PLANNER® practitioner and an Accredited Investment Fiduciary® (AIF®).
In his spare time, Nick enjoys spending time with his wife, Sharon; and their children, Caroline, Julia, Mary Katharine, Ania, and Thomas. His other interests include reading, tennis, working in his yard, playing the drums, and traveling.
Jay M. Diamond
Managing Principal | Chief Market Strategist
Jay has been a guiding force at Investmark since 1990 and has served as senior advisor, senior partner, and now as managing principal. He has received several industry-related honors, including recognition by the Five Star Advisor program*, the Women’s Choice Award**, and has been invited to attend Commonwealth Financial Network®’s prestigious Chairman’s Retreat. Jay has also been featured in trade publications such as Research and Registered Rep.
In addition to his primary focus of providing financial planning and investment advisory services to the clients of the firm, Jay takes great pride in overseeing the development of the firm’s junior advisors. His wisdom and industry experience have inspired the next generation of financial professionals. Jay also serves as the firm’s chief market strategist, providing oversight and guidance for our overall wealth management process, which includes a quarterly webcast featuring an economic outlook.
Jay received his MBA from the University of Connecticut and graduated magna cum laude from UConn with an undergraduate degree in finance. He resides in Monroe, Connecticut, with his wife, Tina; and sons, Aaron and Stephen. Besides family and finance, Jay enjoys sports (tennis, skiing) and music (piano, guitar, singing). Jay is also a car enthusiast and active within the Connecticut chapter of the Porsche Club of America.
2014-2025 Five Star Wealth Manager Award, created by Five Star Professional. This award was issued on 11/01/2025 by Five Star Professional (FSP) for the time period 02/01/2025 through 08/01/2025. 3641 Connecticut-area wealth managers were considered for the award; 236 (6 % of candidates) were named 2025 Five Star Wealth Managers. Not indicative of advisor’s future performance. Your experience may vary.
2014-2026 Women’s Choice Award, created by Women Certified Inc. Presented on a rolling basis based on data as of Dec. 31, annually. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Please visit https://womenschoiceaward.com/financial-advisors/diamond for more award information and important disclosures.
Joseph P. Jandreau, CFA®, AIF®
Senior Wealth Advisor | Principal
Joe joined Investmark in 2004 and has more than 16 years of experience in the investment business. He specializes in providing comprehensive wealth management services to clients and is an Accredited Investment Fiduciary® (AIF®) for retirement plans. Prior to Investmark, Joe was affiliated with the HSBC Group—one of the world’s largest financial services companies—where he held various senior positions in investment management, corporate finance, and credit risk, and also managed private equity portfolios for institutional investors. As seen in Connecticut Magazine, Joe has also been selected as a Five Star Wealth Manager* 12 times, most recently for 2023.
Joe's broad professional expertise adds a valuable dimension to the management of client portfolios for affluent families and individuals. He received a BBA in accounting from the University of Louisiana at Monroe and holds FINRA Series 7 and 63 securities registrations through Commonwealth Financial Network®. Joe is a Chartered Financial Analyst® (CFA®) charter holder and has completed the certified public accountant (CPA) examination. In addition, Joe is a member of both the CFA Institute and the Hartford CFA Society and is a former trustee for the City of Bristol Municipal Employees Pension Fund.
In his spare time, Joe enjoys spending time with his wife, Jodie; and their two sons, Daniel and Matthew. He is an avid New England Patriots fan. His other interests include golf, traveling, and gardening.
2014-2025 Five Star Wealth Manager Award, created by Five Star Professional. This award was issued on 11/01/2025 by Five Star Professional (FSP) for the time period 02/01/2025 through 08/01/2025. 3641 Connecticut-area wealth managers were considered for the award; 236 (6 % of candidates) were named 2025 Five Star Wealth Managers. Not indicative of advisor’s future performance. Your experience may vary.
Robert P. Iannazzo, CFP®
Senior Wealth Advisor | Principal
Investmark Advisory Group welcomed Rob Iannazzo, CFP® to our outstanding team of wealth managers in 2019. Rob is a Certified Financial Planner™ with over 30 years of financial planning expertise. He was previously with the IST Group at Morgan Stanley.
Rob’s primary focus at Investmark is guiding his clients through the financial planning process. He listens carefully to develop a roadmap that fits each client’s unique vision for their financial future. He begins by discussing and defining goals such as retirement, educational planning, planning for important life events and goals, and creating a legacy. Rob's process also includes a review of each client's current financial situation, including net worth, income, investments, and asset allocation. He will also review health care costs during retirement and have a discussion on long-term care planning.
Rob had served as vice president at both Merrill Lynch and Morgan Stanley and is also a Chartered Retirement Planning Counselor℠.
Douglas E. Kerr, AIF®
Senior Wealth Advisor | Principal
Doug has four decades of experience in the financial sector and brings a depth of experience in developing and implementing comprehensive financial strategies for business owners, corporations, and successful individuals across the country. Having run several large companies, he is particularly attuned to the needs of business owners. His goal is to help smart, successful people that care about their families to grow, protect, and ultimately distribute their wealth.
He has served on the board of directors of numerous industry and nonprofit organizations. Doug is a frequent speaker on financial and economic topics. He holds FINRA Series 7 and 63 securities registrations through Commonwealth Financial Network® as well as various insurance licenses.
He is a member of the New Hampshire Estate Planning Council and the New England Business Brokers Association. Doug is an Accredited Investment Fiduciary® (AIF®) and has held numerous other designations. He received a Master of Management degree from the Kellogg Graduate School of Business at Northwestern University and a BA in economics from St. Lawrence University. Doug has been the recipient of the Five Star Wealth Manager Award for the past eight years.
He resides in Grantham, New Hampshire, and enjoys volunteering with local charities, as well as skiing, golfing, and sailing with friends and family.
2017-2024 Five Star Wealth Manager Award, created by Five Star Professional. The 2024 award was presented in September 2024 for the time period 1094 New Hampshire-area wealth managers were considered for the award; 87 (8% of candidates) were named 2024 Five Star Wealth Managers. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit https://www.fivestarprofessional.com
Drew N. Bowman, AIF®
Senior Wealth Advisor | Trading Manager
With more than 20 years at Investmark, Drew works directly and indirectly with all of the firm’s clients, helping to guide them through all aspects of the wealth management process. Drew is an Accredited Investment Fiduciary® (AIF®) and is instrumental in our Retirement Plan Services area, working with small to medium-sized businesses to provide appropriate strategies and helping owners keep those plans in compliance with Department of Labor regulations.
Drew also works with our strategic partners to fulfill critical components of our due diligence process, stay abreast of new developments, and ensure that their objectives remain in line with the objectives of our clients. With a prior background in information technology and financial planning software, Drew provides operational oversight and support to ensure the delivery of “best-in-breed” account reporting and financial analysis to best serve our clients.
Drew is a graduate of the Pennsylvania State University, holds FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network®, and is licensed for life and health insurance. Drew enjoys spending time with his family, exercising, and listening to music.
Nick Giammattei, CFP®
Wealth Advisor
Nick is a CERTIFIED FINANCIAL PLANNER® practitioner and works closely with his own clients and with Investmark’s senior advisors. He is responsible for preparing financial plans, retirement projections and portfolio reviews. Nick received a BS in finance with a concentration in wealth management from Coastal Carolina University.
Before joining Investmark in 2019, Nick served as a financial professional with AXA Advisors and Mass Mutual. He holds FINRA Series 7, 63, and 65 securities registrations, as well as life and health insurance licenses. Nick enjoys spending time with his family, working out, sports and travelling.
Scott K. Williams
CCO, Director of Operations | Principal
Scott is a veteran of Investmark, having served with us for more than 27 years and is currently our Chief Compliance Officer and Director of Operations. Scott spearheads many of our business development and marketing initiatives by employing his extensive knowledge of corporate communications and information technology to promote Investmark and its mission. In addition to his marketing and technology roles, Scott manages our human resource operations by overseeing the acquisition of new team members, implementing comprehensive training programs, and seeking new educational opportunities for Investmark employees.
Scott is a graduate of the University of Pennsylvania and worked at the Wharton School of Business prior to joining Investmark. Scott enjoys spending time with his family. He is also an avid guitarist who performs regularly in the area (and at some Investmark functions!).
Kimberly Lopez
Operations Manager
Kim joined Investmark in February 2014, bringing a wealth of knowledge and leadership skills from her previous role as a Client Services Manager in the financial services industry. At Investmark, Kim oversees all aspects of client service and relationship management, collaborating closely with our wealth advisors to ensure an outstanding experience for each client. Additionally, she is primarily responsible for the administrative aspects of our ReInsuranceMax program for automotive professionals, acting as the key liaison between dealers, trustees and advisors .
Kim adds immense value to our operations, and we are confident you will enjoy working with her. She resides in Stratford, Connecticut, with her husband and two young sons.
Danielle Goncalves
Wealth Management Coordinator
Danielle joined the Investmark team in 1999 and has witnessed and contributed to the firm’s evolution throughout her tenure. She began as an administrative and support specialist and has taken on a more demanding role as a client service advisor. Danielle brings years of experience and industry knowledge to the team. With her outstanding work ethic and leadership qualities, we have been able to build upon our service model to offer more solutions to a more diverse group of clients.
Danielle resides in Trumbull with her husband, Jason; and their two daughters, Madison and Gracie. Danielle’s interests include spending time with her family, reading, and vacationing at Disney World.
Michael F. Kusick
Paraplanner
Michael Kusick recently graduated from Merrimack College with a bachelor’s degree in Business Administration. Michael is new to the team and works closely with our advisors in his role as a paraplanner. Michael enjoys watching sports, working out, listening to music, and having a good time with his family.
Caroline Christie
Paraplanner
Caroline Christie graduated from Benedictine College in 2022 with a BA in Theatre Arts and a minor in Elementary and Secondary Education. From 2022-2023 she served as Fine Arts Director for Maur Hill-Mount Academy, an international, college-preparatory, boarding high school in Northeastern Kansas. Caroline joined Investmark in 2023 and works closely with advisors in her role as a paraplanner. She is an avid reader and enjoys graphic design, performing on stage, and spending time with her family.
Lisa Walsh
Senior Administrator | Office Manager
Lisa joined Investmark in 2014 and brought a wealth of financial services industry experience to our team. She is currently responsible for a wide variety of administrative functions, including scheduling and helping with client requests for information and support. As Office Manager, she makes sure the office is running smoothly, oversees all reception activities, and also helps with accounts payable and vendor management. She is an invaluable contributor to our office operations.
Lisa lives in Fairfield with her husband. She has two adult sons and two dogs. Lisa enjoys exercising, going to the beach, and spending time with family.
Bailey Barnum
Client Services Associate
Bailey joined Investmark in 2018. She is also currently pursuing a degree at Housatonic Community College, studying business and psychology. She is responsible for a wide variety of client service tasks. Bailey enjoys hiking and spending time outdoors.
Lisa Parisi
Administrative Assistant
Lisa joined our team in May 2023. She is a bookkeeper with over two decades of experience and has also been a Tax Preparer for seven years. At Investmark, Lisa assists with a wide range of administrative duties and is the first friendly voice you hear when you call our offices.
Lisa enjoys spending time outdoors with her family, being active, and exercising. She is also an avid fan of country music.
Keith Anderson, CPA
Controller | Tax Advisor
Keith has been affiliated with Investmark for more than two decades. During that time, he has taken on a variety of functions, including lead tax advisor, co-director of our CPA Strategic Alliance Program, and, now, as our controller. He is an exceptional resource for our clients and their CPAs, as his diverse background in accounting and investment management bridges a gap between these two distinct yet highly correlated fields.
Keith works closely with our clients to analyze the tax implications of their investment strategies and coordinates with our advisory team to ensure that all portfolios are designed with the appropriate tax codes in mind.
Lisa J. Coba, CPA
Tax Advisor
Lisa has been a CPA professional since 1987. She has been a guiding force for Investmark's clients seeking tax planning services as they relate to the development of their investment portfolios. She has been with us since 2011 and has worked closely with Keith Anderson as co-director of our CPA Strategic Alliance Program. This program was specifically designed to allow us to team up with regional accounting firms in order to provide a continuum of financial planning solutions to each firm’s clients. To date, we have partnered with multiple accountants to bring our wealth of financial services to their practices, creating a network for high-net-worth individuals who seek the guidance of a variety of skilled professionals under one roof.
Lisa holds a BS in accounting from Sacred Heart University and an MS in taxation from the University of New Haven. She has served as a treasurer for various school PTOs and has volunteered as a Girl Scout leader and school coordinator. She has been actively involved in the American Cancer Society's Relay for Life (Shelton) in the past and was a co-founder and sponsor of Hope Luncheon for several years, which raised money to benefit breast cancer research. Lisa lives in Huntington with her husband, Rick; and daughter, Brianna; and enjoys reading, exercising, gardening, cooking, baking, and traveling.