Our Team

Everything you need to know about retirement and protecting your assets at one source.

Richard Pelletier, J.D.

West Springfield/Worcester

Senior Associate, Investment Adviser Representative
Attorney, Medicaid and Asset Preservation HTR Specialist

Richard Pelletier is an Investment Adviser Representative, insurance professional, author, and attorney who serves as a Financial Adviser specializing on Asset Preservation.

Professional Credentials

  • National Academy of Elder Law Attorneys, Membership taken in 1999
  • Co-author of two text books: “Tax Strategies for the Highly Compensated’ and “Advising Elders in Crisis” published in 2001 by Massachusetts Continuing Legal Education M.C.L.E.”
  • Life and Health Insurance Licensed in MA, CT and FL
  • Investment Adviser Representative (Series 65)
  • Over 30 Years of Experience in Insurance, Estate Planning, Medicare & Medicaid Issues, and Designing Retirement Strategies
  • Guest Speaker on the Topics of Elder Law, Long-term Care, and Retirement Issues
  • Former Adjunct Faculty Member- UMass Amherst, and Western New England University, also Lectured at Elms College and Holyoke Community College
  • J.D. Law Degree Western New England University’s School of Law, B.S.B.A. Western New England University

Matt Dunn, CFEd®

Worcester/West Springfield

Investment Adviser Representative
Public Sector Employees, Social Security Maximization Specialist

Matt Dunn is part of the Help to Retire Group where he serves as an Investment Adviser Representative for his clients. Drawing on 18 years of experience. He has lectured on Federal Facilities educating public sector employees on their unique retirement programs and benefits. He is also nationally recognized speaker on Social Security benefits.

Licenses and Professional Experience:

  • Investment Adviser Representative (Series 65)
  • Public Speaker on topics covering: Retirement, Income Planning and Social Security
  • Lehman Brothers Vice President
  • CitiCapital Vice President
  • Certified Financial Educator (CFEd®)

Dominika Zielinska, MBA

Worcester

Life Insurance Tax Strategies Specialist

Dominika Zielinska is a licensed Life & Health agent with the Help To Retire Group who plays an instrumental role in developing life insurance solutions for individuals, families, and small business owners throughout Massachusetts.

  • MBA, Marketing & Management of Corporations – University of Economics, Katowice, Poland (2004)
  • RE Wine & Spirit Education Trust, London, United Kingdom (2015)

Noel Fadden, MBA, CRC®

Plymouth, MA

Investment Adviser Representative
Fiduciary Investments

Noel Fadden, MBA, is a FINRA Series 65 licensed investment adviser representative specializing in retirement income planning and legacy protection. As a Certified Retirement Counselor® (CRC®) with over 25 years in the finance and insurance industry, Noel’s passion is to help his clients solidify their retirement plans and ensure a smooth transition from working years to golden years.

As a fiduciary, Noel’s duty is to always act in the best interest of his clients, offering fee-based investment advice only.

Residing in Duxbury, Massachusetts with his wife of 25 years and their three children, Noel enjoys coaching and playing soccer, and can often be found outdoors biking, fishing, or skiing with his family.

Marcia Bernstein, LCSW, CLTC

Avon, CT

Investment Adviser Representative
Hybrid Long Term Insurance Alternative Specialist

Since 2000, Marcia has helped people integrate strategies to accumulate and preserve financial resources for lifelong income and security. With nearly 20 years of experience as a healthcare provider and rehabilitation unit administrator, she is motivated by her passion to help people optimize their quality of life. 

Selected Professional Licenses/Certifications/Affiliations/Memberships:

  • FINRA Registered Investment Adviser Representative (IAR)
  • Licensed Insurance Agent (Life, Accident, and Health)
  • Licensed Clinical Social Worker (LCSW)
  • Certified in Long-Term Care Planning (CL TC)
  • Long-Term Care Partnership Certified

Barry M. Strom, RICP®

Stamford, CT

Associate
Retirement Income Planning Specialists

Barry M. Strom is an independent insurance agent based in Stamford, Connecticut that specializes in working with individuals and families to educate them on saving and planning for their futures.

As a designated Retirement Income Certified Professional® (RICP®), Barry has proven his knowledge in working with seniors to create and execute strategies for generating sustainable income from available resources.

Professional Credentials & Education

  • Life & Health Licensed
  • RICP®, Retirement Income Certified Professional
  • Member, NAIFA, National Association of Insurance & Financial Advisors
  • Founder & President, Communications Design Group

George R. Repasky, CFEd®

New Milford, CT

Investment Adviser Representative
Employer’s Resource for Company Financial Education Workshops

George R. Repasky is an Investment Adviser Representative and insurance professional based in New Milford, CT. George concentrates his efforts on creating retirement strategies for his clients that help them to achieve financial security through risk management and careful planning.

Education & Licensure

  • Bachelors of Science, Finance & Accounting, Western Connecticut State University (1989)
  • Masters of Business Administration, Information Systems Management, Fordham University (1996)
  • Series 65 Licensed
  • Life & Health Insurance Licensed
  • Certified Financial Educator (CFEd®)

Jeff Harder

Worcester/West Springfield

Medicare Specialist

Jeffrey has a client base of over 750 households in New England, his extensive knowledge of Medicare Plans and Options plus the many supplemental insurance programs makes him  a valued addition to the internal expertise available to our retires planning their retirement health coverage.

Professional Credentials

  • Licensed Life and Health Insurance Agent & Registered Representative
  • University of Vermont, BS in Business, 2000
  • University of Queensland (Australia), 1999>

Patricia Mederian Fay

West Springfield

Director of Client Relations

Tricia brings a unique skill set and life experience to this vital position here at the Help to Retire Group.

Her term at Mercy Hospital Development Department submerged her into the critical health cost provider’s challenges. She also spent over six years caring for her late husband Bob on a 24/7 basis, and was forced to experience first-hand the financial and emotional cost of home care for the elderly.

Personally, running the gauntlet of social services, care providers, and public assistance’s inflexible rules and requirements, especially as they apply to the typical middle class population, proved overwhelming for Tricia, and in 2010, she was referred to Richard J. Pelletier J.D. by The Greater Springfield Senior Services.

Working with Richard to preserve her assets and provide superb care for her husband Bob, and ultimately gaining him admission to the Soldiers Home in Holyoke, MA, opened her eyes to the services the Help to Retire Group can provide our clients in time of crisis. She provides real EMPATHY and insight for what we offer our clients, which is both truly unique and valuable.

Her empathy strikes the ‘right cord’ with clients’ concern as they age in place, deal with increasing needs, and seek compassionate advisors who know what they are enduring.

Roy Balfour

Shrewsbury, MA

High Net Worth Client Specialist

Roy Balfour has more than 30 years experience as a success.ful business owner and financial professional. His focus is to help individuals develop strategies for their tax and retirement income planning. Roy is considered an “advisor to the advisors,” working with high net worth business owners to provide options not previously considered nor knew were available. Roy is now working to provide access to those same strategic financial resource tools for the general public.

Professional Membership & Licensing:

  • National Insurance Producer Registry/NIPR
  • State of Massachusetts Health & Life Insurance License
  • State of New York Life Insurance License
  • State of Texas Life Insurance License

Looking to learn more?

Get in touch today!