Meet the professionals who can help
you advance your retirement.

We’ll be with you every step of the way, no matter where you are on your retirement journey.

Boston

Joe -- Boston

Joe MacDonald

Vice President, Financial Advisor

Growing up in Pepperell, Massachusetts, Joe received the gift of hard work from his father twofold. First, in that his father worked seven days a week to make enough money to send Joe to one of the best high schools in the Northeast and then on to Middlebury College. Second, Joe took his father’s work ethic to heart, not just in his DNA but in continuing his dad’s example of perseverance and community values. Since then, he has worked to give back by helping his fellow citizens and neighbors achieve their financial goals.

As a financial advisor, Joe focuses on clear communication with his clients and sharing effective ways to reach their retirement goals. He meets with clients for financial planning, asset management and insurance consulting, among other services.

Joe is a lifelong resident of Massachusetts and has lived in South Boston for the past three years. When not in the office, he enjoys reading, traveling and exercising. He also coaches youth baseball in his community.

Phil Simonides

Phil Simonides, CFP®

Senior Vice President

A CERTIFIED FINANCIAL PLANNER™ professional, Phil is passionate about helping you grow your wealth — and preserve it. He works primarily with high net worth executives and entrepreneurs who are looking for retirement planning, wealth management, tax diversification, divorce settlement planning and estate planning.

Phil got his start in the financial services industry in 1988 and joined McAdam in 2011. With so much market uncertainty these days, Phil is particularly focused on Safe Money Strategies — asset management solutions that offer no possible loss of principal and are specifically designed for use in volatile markets.

Phil has been featured in such media outlets as The Wall Street Journal, CNBC, Bloomberg Radio, Investment News and Financial Advisor magazine. He is also a regular contributor to the Kiplinger’s Wealth Creation platform.

Phil graduated from Middlebury College. He and his wife have three children and live in Great Falls, Virginia.

An avid tennis player and golfer, Phil also has coached many youth sports. What’s more, he’s spent over 23 years serving as a charity auctioneer, event emcee, and board member of several local and national charitable organizations. To date, he has raised nearly $2 million from live auctioneer activities alone.

Davis Wilson

Senior Manager, Financial Advisor

Chris DeGiacomo

Senior Manager, Financial Advisor

Matthew Donahue

Senior Manager, Financial Advisor

Drew Gerety

Senior Manager, Financial Advisor

Ian Helmus

Senior Manager, Financial Advisor

Alec Hartman

Financial Advisor, Wealth Management Advisor

Client Service Team

Patrick Oursler, CRPC®

Philadelphia District Manager, Financial Advisor

Chris Nguyen

Tysons Corner District Manager

Steven Schmuhl

Servicing Advisor

Tim Kindelin

Servicing Advisor

Ashton Hartman

Business Development Specialist

Nick Sabo

Business Development Specialist, Philadelphia

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