Kareen C. Blake

Registered Representative | Financial Planner


Kareen Blake has provided insurance and financial advisory services to individuals, public school teachers' and local labor unions for more than a decade. Her clients are confident about their financial future because she understands their goals and has built long term trusted relationships with them.

She has written for Unity First Magazine and she is a regular contributor to Brockton Parents Magazine. Kareen has a Bachelor of Science degree in Accounting from Pennsylvania State University and completed Boston University's financial planning program. She continues to participate in advanced courses on estate, tax, investments, and risk management, and she regularly conducts corporate and college seminars and community roundtable events.

Kareen lives on Massachusetts' South Shore with her husband and her two greatest accomplishments - her son and daughter. In her spare time, she enjoys Zumba, spinning classes, canoeing, and watching Penn State and New England Patriot's football games. Additionally, Kareen enjoys being a Girl Scouts Troop Leader as well as a Sunday School teacher within her community. 

Sabrina McConnell

New Business and Client Service Coordinator


Sabrina joined our firm in April 2018 as our New Business and Client Service Coordinator. One of her many responsibilities includes cultivating long-lasting client relationships by offering first-class support and customer service. Sabrina works with clients to ensure that all paperwork is completed and in the proper order, accounts are established, and account transactions are processed expediently. 

After graduating from Providence College with a Bachelor of Science Degree in Accounting, Sabrina worked for Fidelity Investments in various roles within their Accounting and Communications departments for six years before leaving the workforce to start a family with her husband.  She is excited to have been given the opportunity to work on Kareen's team now that her children are a little older.

Sabrina is a life-long resident of Massachusetts and enjoys traveling with her family to destinations both near and far.

Leanne Phillips

Senior Marketing Coordinator


Leanne joined our team in September 2019 and is responsible for managing and coordinating all our marketing and event activities.  She brings with her nearly 20 years of broad marketing, customer and event management experience across mostly the medical diagnostic and financial industries. Leanne has spent much of her career developing and managing various multi-media, PR and marketing campaigns, producing website content and promotional print materials while getting more involved in recent years with blogging as wells digital and social media campaigns. Leanne also has a strong background in organizing and executing client appreciation events and educational workshop seminars. Leanne has had the pleasure of working for both large, global organizations such as Bayer Diagnostics and Siemens Healthcare Diagnostics as well as smaller, local marketing and financial firms within Massachusetts. 

This vast experience has allowed Leanne the opportunity to work with colleagues and customers of different cultures and backgrounds from around the world. Understanding the needs of the customer and providing a solution to meet those needs in a user-friendly way has always been her passion.  Leanne also has her Bachelors in Business Administration with a concentration in Marketing from the University of Massachusetts Amherst. 

Leanne lives on Massachusetts' South Shore with her husband and two children.  Leanne has several hobbies that include biking, hiking, and portrait sketching.  She also enjoys volunteering her time at her children's schools as well as with their extra-curricular activities like Girl Scouts.