Our People

Richard A. Shaw, CLU

Richard is a graduate of Quinnipiac College, CT, where he earned a bachelor of science degree in Health Services Administration.  In 1986, after working in the Health Services field for a few years, he transitioned his career path and accepted a position with John Hancock Financial Services as financial advisor serving families and businesses.  While there, he was promoted to Managing Associate where he trained financial advisors new to the business about product and salesmanship.

During a span of 18 years in financial practice, he has served on many boards.  He was elected to the board of directors of NAIFA (National Association of Insurance and Financial Advisors), Chairman of the Boston office United Way Campaign, and Greendale YMCA Committee of Management.  Richard has also instructed thousands of financial advisors on personal and business insurance.  He has conducted many seminars on financial planning to various groups including General Federation Women's Clubs of Massachusetts, The Retired Teachers Association and various company and fraternal organizations.

Richard is also a member of the Better Business Bureau of Central Massachusetts and the Wachusett Rotary, and he has repeatedly been a member of the prestigious Million Dollar Round Table reflecting outstanding service to clients.  He has also earned the esteemed CLU (Chartered Life Underwriter) designation.

Over the past several years, Richard has specialized his practice advising families and small business owners in the Central Massachusetts area and has dedicated himself to serving the financial  needs of our community.  As a financial consultant, Richard is uniquely qualified to help individuals build, maintain and protect their wealth.

Richard resides in West Boylston with his wife Marie, and their three children Allyson,  Elizabeth and Richard.

 

Dean D. Cudworth

Dean grew up in Worcester County and is a graduate of Assumption College in Worcester, Massachusetts where he earned a Bachelor of Arts degree in Business Administration.  Dean began his career in office equipment sales.  A few years later, he transitioned his career into the financial services industry with New York Life Insurance Company in 1990.

Dean continues to work in the financial services industry and is a trusted financial advisor, serving both families and businesses.  During the past few years, Dean has chosen to specialize his practice in the areas of small business planning and retirement planning.

Dean has also had the opportunity to serve on the Disability Advisor's Board for the city of Worcester.  He currently serves on the Alumni Association board for Assumption College.  He also has been a member of Business Networking International for the past three years.

As a financial consultant with many years of experience, Dean is uniquely qualified to help his clients protect their assets and to guide them during ever changing economic conditions.

Dean resides in Worcester, Massachusetts where he lives with his wife, Judy and their two children, Danny and Hannah.