Brian Saranovitz: Co-founder and CEO of Your Retirement Advisor, Inc. Brian has over 35 years of experience helping clients with their finances and retirement. Known as the “retirement geek”, his post University of New Hampshire life landed him in the arena of professional football. Most notably he played on the offensive line for a brief a stint with the New England Patriots. After his football career, Brian found his next true calling, helping protect not quarterbacks, but people…their money and their retirement. When Brian’s not reading white papers or books on retirement, Brian juggles spending time with his significant other (YRA co-founder Lynn Toomey), their brood of kids ranging in age from 22 to 37, and his large family and group of friends…many of whom are clients too! Read more about Brian here.
Jayne El-Ghoul: Office Manager & Client Service Coordinator. Jayne has been with the company for over 25 years and has been a true and loyal team member. She’s dedicated her career in financial services to making sure clients needs are always met…with a smile. Jayne has been instrumental in the growth of Your Retirement Advisor. The team, and clients, love her. Outside the office, Jayne LOVES spending time with her grandchildren, family and friends.
Jake DiBattista: Advisor Assistant. Jake has ten years of varied professional work experience complemented by a degree in economics from Boston University. He provides new and existing client service support and has been instrumental in improving processes, efficiencies and YRA’s tech stack. In his spare time, Jake enjoys working out, Jiu Jitsu and music production.
Colleen Smith: Registered Servicing Advisor. Colleen brings a wealth of experience and expertise to the team. Colleen has her Series 7 license and is a registered investment advisor. Colleen is also an ASL interpreter, mom and wife. She enjoys time with family and friends, and making clients happy.
Finley (aka the Finster): Chief Rollover Specialist. Finley is a four-year-old Pit Bull/Boxer rescue from Puerto Rico and Brian’s faithful furry sidekick. Everyone loves Finley, and Finley loves everyone on two and four feet. A sweetheart cuddle bug, he likes to greet prospects and clients on Zoom (with a friendly bark or two) or in our Leominster headquarters. If you meet him in-person he may lick you to death. And he loves everything about retirement planning.
Also notable are…
Norman Saranovitz: Founder of Saranovitz Capital Management, Inc. (SCM), and father of Brian Saranovitz. Norman started SCM in the 1960s while working as a full-time art teacher. Norm later retired from teaching and operated SCM full time. Brian joined Norm in the early 1990’s and in 2013, Brian and Lynn renamed the firm, Your Retirement Advisor. At 95 years young, Norm still provides the team some strategic direction…mostly, “Take care of your clients and have fun.”
Lynn Toomey, C0-Founder of Your Retirement Advisor, Inc. Lynn was instrumental in shaping the company’s early branding, marketing, and operational strategy. While she is not involved in client advisory services or day-to-day operations, Lynn continues to provide strategic insight to the firm’s leadership team.
Download the About Us & FAQ document here
*Portraits hand-drawn by Lynn’s daughter, Emma Marinchev.
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