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At Byrne Financial Freedom, LLC, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of advisors and other staff members work hard to assist clients with their needs.

Feel free to call (508) 528-9366.

Joseph G. Byrne

Proactive Wealth Advisor and CEO of Byrne Financial Freedom, LLC

Joe is a proactive wealth advisor and CEO of Byrne Financial Freedom, LLC which is an independent investment management firm located in Franklin, MA.

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J. Gary Walsh

Comprehensive Wealth Advisor

Gary joined LPL Financial and Byrne Financial Freedom, LLC in 2007. Gary’s specialties are fixed income management and managed accounts.

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Bill is a Proactive Wealth Advisor with Byrne Financial Freedom, LLC.  He specializes in retirement planning, college planning, and asset management.

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Matt has over 12 years of experience as a financial advisor and has been united with Byrne Financial Freedom, LLC since 2009. Matt was previously a financial advisor at John Hancock Financial Network.

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Jason S. Weiss

Proactive Wealth Advisor

Jason recently joined Byrne Financial Freedom, LLC as a Proactive Wealth Advisor.  Prior to joining the team, Jason worked at Santander Bank for 6 years.

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Janet R. Pultz

Chief Operations Officer

Janet has worked in the financial services industry for over 6 years. She has extensive client service and project management experience with Putnam Investments.

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Brenda L. Wheatley

Director of Client Services

Brenda has over 11 years of experience in the financial services industry. She was employed by Money Strategies, Inc. in Melbourne, Florida as a broker’s Sales Assistant.

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Carol A. Donnelly

Director of Marketing and Business Development

Carol has over 20 years of experience in the financial services industry. She was employed by State Street for 13 years.

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Brian joined Byrne Financial Freedom, LLC as a Relationship Manager. He works closely with advisors and clients to determine their needs and goals. He understands that all clients have different needs.

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Byrne Financial Freedom, LLC firmly believes in the importance of investing in our future global leaders and business developers. Therefore, we are in the process of advancing and improving our internship program. Our interns are given the opportunity to be exposed to every aspect of business including finance, operations, marketing and customer service. We are excited to announce this summer’s interns and eager to learn just as much from them as they will learn from us.

Christina Cunningham – University of New Hampshire, Class of 2018

Christina is responsible for managing the intern program as well as assisting with upper level managerial projects. She recently graduated from the Peter T. Paul College of Business and Economics with a degree in Business Administration and a focus in Marketing. She returned to Byrne Financial Freedom because she “values the company culture, especially her colleagues, and looks forward to coming in every day because no day is ever the same.” In her free time, she enjoys hiking in the White Mountains, going to Cape Cod and spending time with her family, friends and dog.

David Carchedi – Sacred Heart University, Class of 2020

As a Finance and Accounting double major at Sacred Heart University in Fairfield, CT, David was an obvious choice for our intern program.  David loves sports and played basketball and golf at Bishop Feehan High School.  He was the captain of both the basketball and golf teams his senior year in high school.  At Sacred Heart he is a member of the Delta Tau Delta fraternity. David lives in Mansfield and he enjoys playing intramural sports, spending time with his friends and enjoying the outdoors. 

Brendan Robinson – Bryant University, Class of 2018

Intern/Client Services Associate

Brendan is a senior at Bryant University who plans on graduating in December with a Bachelor of Science degree in Finance and Analytics. Brendan has an extensive and well-rounded employment, leadership and community service background. He plays on the Men’s Soccer team which is Division I.  He is certified in Bloomberg Market Concepts and has worked as a bank teller, bar back and woodworker for the past few years. He is eager to begin his internship with the goal of making Byrne Financial Freedom a better business by applying what he has learned at Bryant while also gaining experience.  Brendan lives in Medway.

Kyle Smith – State University of New York New Paltz, Class of 2020

Kyle is a sophomore at SUNY New Paltz.  Kyle has an outstanding background. He is a Finance and Accounting double major and he has already completed an internship at St. Joseph’s Hospital in New York. He is a member of the debate team and has immersed himself in various clubs and activities, like the debate team and investment club that will help him grow as a young professional.  In addition, he is highly active in his community as both a volunteer for his church and for a number of other charity events. He is relocating from New York State for this position so we consider ourselves very fortunate to have him with us for the summer.

Securities offered through LPL Financial, Member FINRA/SIPC

Investment advice offered through Byrne Financial Freedom, LLC, a registered investment advisor and separate entity from LPL Financial.