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Team

Verbeek & Associates employs an experienced, qualified and dedicated group of professionals that possess a myriad of skills.

 

Gerard has been a financial planner since 1993 and is the Principal of Verbeek & Associates, operating under the arm of Sagemark Consulting / Lincoln Financial Advisors.

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Christopher K. Buelta, CFP®

Director of Financial Advisory Services

617 728-7438

After a formative experience with UBS, he joined Verbeek & Associates in Oct, 2001, where he’s responsible for financial modeling, analysis and the implementation of custom investment strategies.

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Jennifer rejoined Verbeek and Associates in 2019 following a 12-year hiatus during which she enjoyed other career opportunities in the health and education industries. She is currently relied on for the organizational responsibilities...

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Luca graduated Magna Cum Laude from The Universita' degli Studi dell'Aquila, Italy with a Master's degree in Philosophy.

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