Shannon Rein Trask

Brady, Shannon, Kali, Kyle, & Gary

Brady, Shannon, Kali, Kyle, & Gary

Kali, Shannon, Brady, & Kyle

Kali, Shannon, Brady, & Kyle

Shannon Rein Trask

CLIENT SERVICE ASSISTANT

Although I love a fresh-cooked meal and night on the couch watching a movie with my family, I am far from a homebody. I am always on the go with my three teenagers, Kyle, Brady, and Kali. Singing, basketball, baseball, skiing, tennis, lacrosse and gymnastics are just a few of the activities that the children are devoted to. I am very passionate about health and wellness too and enjoy yoga, Barre, Pilates, and Taekwondo where I have obtained my black belt!

I was born and raised in Beverly, and still live there today with my husband of twenty years, Gary, also a lifelong resident of the Garden City. We both enjoy traveling to new places. Some of our favorite destinations are Kauai, Hawaii, Wine Country in California and Aruba, One Happy Island. We also enjoy packing the car for a sunset dinner at the beach or for a ski trip to the mountains with family and friends.

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.

Before joining Doble LeBranti Financial Group, I worked at a GE-affiliate as an Agency and Customer Relationship Specialist and earned my Property and Casualty Insurance license while there. At DLFG, my role is all client service, and my goal is to help our clients in any way I can.

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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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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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