Shannon Rein Trask

Alison Wilcox

MARKETING AND PLANNING ASSISTANT

My family and I reside locally in Reading, where my husband and I are raising our three children and enjoying an active lifestyle. We like to take advantage of the diverse New England landscape, spending time on the ski slopes in the winter and on the beach in the summer. We really love this area and the many activities and opportunities it provides. When we have the chance, we love to travel and visit family. Some other activities we enjoy are biking, playing golf, reading, baking, and attending live theater.

I am a native New Yorker, growing up in the beautiful Hudson valley with New York City a short train ride away. My family spent many summers traveling to Cape Cod, where I was first introduced to such native Massachusetts terms as “wicked cool” and “rainbow jimmies,” and learned the value of a dollar at my first summer job. My conversion to the Bay State continued after high school, when I attended Holy Cross College in Worcester. I majored in English, but also took advantage of the study abroad program, which afforded me the opportunity to spend my junior year at L’Université de Bourgogne in Dijon, France, where I lived with a French host family.

After college, I began my career in financial services, working at first for Fidelity Investments, and then subsequently at Standish Mellon Asset Management, where my focus was in the area of compliance. I earned my MBA at Suffolk University’s Sawyer School of Management where I found business law classes to be the most intriguing. At this time, I also met and married my husband, Jonathan, and started a family.

I took an extended hiatus from the working world when my children were born, and most recently spent a few years working in a marketing and human resources capacity at a childcare center. I am excited to be back in the world of financial services here at Doble LeBranti Financial Group, where my goal is to add value to our clients through my role as Marketing and Planning Assistant. I look forward to the chance of working with you.

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We have been working as advisory partners since 2002. In 2010, we co-founded Doble LeBranti Financial Group with the goal of educating individuals, businesses and families on how to achieve their most important goals. We do not believe value-added advice can be garnered without knowing as much as possible about one’s personal, business, and financial life. So we focus and train ourselves to ask the right questions. In-depth discussions, one-on-one communications both in the office and socially translate into our best advisor-client relationships.

We believe our role is to be a lifelong educator that supports you through many of life’s challenges and transitions. Acting as your financial quarterback, we think it is important that all your advisors (CPA, estate attorney, etc) are communicating for your benefit and working as one, cohesive unit to help ensure that your goals and dreams are realized. Please enjoy reading about our family, our background, and our interests below and visit our Contact page to send us a message or schedule a time to talk about your goals and situation.

Dennis Doble

Dennis Doble, CFP®

PARTNER, FINANCIAL ADVISOR
My path to financial advisory started in New York in 2001. While working as an Associate in Goldman Sachs’ Investment Banking department in New York, I woke up one day and could not envision a life where I didn’t live in Boston and own a business. So I walked into my Managing Director’s office and submitted my resignation letter. No one ever left Goldman without a significant banking job already lined up, so my bosses were a bit shocked. My work friends did not believe I would follow through at first, but the timing was right and I did not waver.
Rich LeBranti

Rich LeBranti, CFP®

PARTNER, FINANCIAL ADVISOR
I graduated from Stonehill College with a BS in Biology in 1998. On track for medical school, with a life-long dream of becoming a doctor and helping others, I realized in my Junior year, that medicine did not suit me. Since I still had a desire to help people, I decided that financial planning would be a great profession. Thanks to a life mentor, who I still credit today with much of my personal and professional success, I had the chance to fulfill that desire of helping people and took a job at OneCore in 2000, working under my mentor, as the first stepping stone to building a financial planning practice. 
I earned a Bachelor of Science degree at Fitchburg State University and started my professional career working in the booming high tech industry during the late 1990s as a systems engineer and technical marketing specialist for start-up software companies. As we started a family, I launched my own photo greeting card and gift basket business Kali Kards, named after my daughter. I then worked in the wellness industry as an independent consultant promoting Arbonne and Zrii products lines and became very active with North Shore Women in Business.
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  • 5 Burlington Woods, Suite 102
  • Burlington, MA 01803

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© 2019 DOBLE LEBRANTI FINANCIAL GROUP LLC. All rights reserved.

This communication is strictly intended for individuals residing in the states of CA, CO, CT, DE, FL, IL, MA, MD, ME, NC, NH, NJ, NV, NY, OR, RI, TX, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.

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