Meet Our Team

With a relentless commitment to client service, we specialize in comprehensive and customized financial planning, focusing on both long and short term goals.

A robust and healthy dialogue is the key to our success. We pride ourselves on the commitment necessary to help each of our clients to meet their unique needs and goals. Deep understanding of one's circumstances, preferences and concerns is essential. Our hope is that every one of our clients feels more confident and rests assured that they have control over their financial destiny.

Jeffrey Hanson, CFP®

Managing Member, Chief Investment Officer

With 23 years in the financial services industry, Jeff brings a wealth of knowledge and experience to his client relationships. A Certified Financial Planner since 2007, he spent the first 21+ years of his career at Fidelity Investments, 18 years of which supporting high net worth and ultra-high net worth clients out of the Northern NJ office. A seven-time President’s Circle recipient, he is both tireless and passionate about helping his clients achieve their unique financial objectives. The son of an engineer, he is a natural problem solver, who believes attention to detail, close communication and collaboration are critical attributes of a healthy partnership.

Born and raised on Cape Cod, Jeff is a graduate Fairfield University (B.S. ’00) He and his beautiful wife Courtney live in Ridgewood, NJ with their two young sons, Declan and Reid. When he is not spending time with the family you can catch him on a long run, relaxing at the beach or with his head buried in a book (only non-fiction) given his intellectual curiosity. Though he has been in the Tri-state for many years he is an avid Boston sports fan given his Massachusetts roots.

jeffrey.hanson@breakwatercapitalgroup.com

(339) 502-4200

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Madeline Barconi, CFP®, ChFc®,CDFA®

Partner, Head of Financial Planning

As head of the firm’s financial planning efforts, Madeline is directly responsible for the design and implementation of the firm’s wealth management experience. A passionate professional who takes great pride in her work, Madeline has an uncanny ability to take complex concepts and relate them to clients in a digestible format fostering further trust and engagement. In addition to helping clients enact systematic discipline to their financial lives, she heads the firm’s Environmental, Social & Governance (ESG) investment committee.

Prior to joining Breakwater, Madeline worked for a boutique investment adviser in Boulder Colorado after having spent the prior six years with Fidelity Investments in various roles. At the Boston based financial behemoth, she helped individuals and families with the various aspects of their financial lives, from planning for retirement to devising the proper investment strategies, all the while plowing through the rigorous curriculum to earn Chartered Financial Counselor (ChFc®), CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Divorce Financial Analyst® (CDFA®) designations.

Constantly on the go, she is happiest when exploring new places with her husband Derek. Depending on the season, they are most likely hiking, cross country skiing, rafting, or traveling across the globe though they will also tell you a relaxing weekend with their dog Twyla can be pretty special too. While she calls Colorado home, she spends a fair amount of time in the Garden State visiting her family.

madeline.barconi@breakwatercapitalgroup.com

(720) 817-8723

Schedule Time With Madeline

Tom Mullen, CFP®, CFSLA

Partner, Chief Operating Officer, Sr. Wealth Management Advisor

Over the last 20+ years in financial services, Tom has worked both directly with clients and advisors to develop and implement comprehensive financial plans to address their goals and most complex financial needs. Tom spent over 21 years at Fidelity Investments primarily working with clients directly and in leadership positions. Tom spent the bulk of his 21 years focusing on two areas. Eight years in the managed accounts group focused on the real world application and implementation of portfolio management and a total of eleven years in wealth planning offices both in northern New Jersey and in Boston. While in Boston, Tom co-led a multi-billion dollar wealth planning office where he led a team of financial planners. His days were spent hiring, coaching, mentoring and leading his team to achieve successful outcomes for clients through financial planning and investing.

After leaving Fidelity, Tom served as the Chief Operating Officer of a start-up digital marketing company.

Tom has been a Certified Financial Planner, CFP® since 2005 and also attained the College Funding & Student Loan Advisor, (CFSLA). The CFP is foundational to the broad based planning that Tom and Breakwater Capital Group provide. The CFSLA allows Tom to specialize in an area that proves to be a financial challenge for many families and young professionals.

Tom lives in Norfolk County with his wife and three children. Outside of the office, Tom can be found either coaching or cheering on his children in their many athletic, musical or academic activities. Tom is an avid Boston sports fan.

thomas.mullen@breakwatercapitalgroup.com

(339) 502-4200

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