My Team

I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.

If you need to schedule an appointment or request any other service, please let us know. We will respond promptly.

Rachel O Lear

Rachel O Lear

Director of Investments and Planning
Office 617-742-6200

Rachel is originally from Glastonbury, CT but moved to Boston to attend Boston University where she graduated Magna Cum Laude in 2016. She has worked at Northwestern Mutual for 3 years and obtained Life, Health and Accident licenses as well as Series 6, 7 and 63 licenses. She is currently working toward her CFP® designation. In her free time she loves skiing, playing soccer, and walking dogs.


Allan F Koswick, CLU®, CFP®

Wealth Management Advisor


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