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Team

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 the CEO of Byrne Financial Freedom, LLC which is an independent investment management firm located in Franklin, MA. Joe has a comprehensive approach to helping his clients. He does not believe in a “one size fits...

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J. Gary Walsh

Comprehensive Wealth Advisor

Gary began his career in the investment business Kidder Peabody & Co. He worked as a back-office clerk, institutional trader, and a municipal bond trading specialist. He became an investment advisor at Kidder Peabody and then moved on...

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Jason S. Weiss

Proactive Wealth Advisor

Jason is a Proactive Wealth Advisor. Prior to joining the team, Jason worked at Santander Bank (formerly Sovereign Bank) for 6 years where he held the role of Vice President of Investments Services. Prior to that time, he spent 4 years...

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Janet R. Pultz

Director of Client Services

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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Carol has over 25 years of experience in the financial services industry. She was employed by State Street for many years as a Business Analyst, Quality Assurance Analyst, Programmer, and Documentation Specialist. She left State Street...

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Brian is an Relationship Manager and has been with Byrne Financial Freedom since 2017. He holds his Series 7 registration with LPL Financial, and is in the process of obtaining his Series 66 registration and Certified Financial Planner...

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Chris joined Byrne Financial Freedom, LLC in 2019 as a Relationship Manager. He holds his Series 7 and series 63 registrations with LPL Financial. Chris works as a liaison between clients and our team of advisors. He is dedicated to...

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Louise has over 25 years of experience in the financial industry and has been with Byrne Financial Freedom, LLC since June 2020. Louise’s financial career began at Fidelity Investments, working one-on-one with clients and...

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Shellie LaVerde

Director of Women’s Client Relations

Shellie joined Byrne Financial Freedom in 2020 as the Director of Women’s Client Relations. Her lifelong experiences with business and personal challenges have made her an exceptional resource for our widowed, single and divorced...

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