John Carroll is a seasoned wealth management professional with over 33 years of experience in the financial services industry. As a CERTIFIED FINANCIAL PLANNER^® practitioner and registered investment professional since 1991, John delivers advanced expertise in comprehensive wealth planning, investment management, and estate planning strategies tailored to high-net-worth individuals and multigenerational families.

John specializes in designing tax-efficient investment portfolios, legacy planning solutions, and corporate financial strategies, helping to ensure clients achieve their long-term financial objectives. He leverages the robust capabilities of Wells Fargo Advisors Financial Network and the cross-disciplinary resources of The B.C. Group Private Wealth Management to deliver sophisticated services, including custom credit solutions, trust and philanthropic planning, and complex estate structuring.

A forward-thinking advisor, John continuously expands his market insights by researching emerging industries and technologies to better inform his strategic approach. He enhances client experience by conducting ongoing educational forums and investment strategy briefings that empower clients with clarity and confidence.

John holds a Bachelor of Science in Finance from the University of Lowell and a Master of Science in Business Administration from Endicott College. He resides in Beverly, MA, with his wife and three children and is actively involved in charitable organizations supporting ALS, MS, and the Spectrum House. Outside of work, John enjoys golf, travel, and time with family.

CA Insurance Producer License 0C44982 Resident State MA

Daniel Bukkhegyi possesses over three decades of financial advisory experience, having served as a registered investment professional since 1990. Dan’s expertise lies in holistic wealth planning, combining in-depth knowledge of capital markets, economic trends, and portfolio risk management with a highly personalized client approach.

Dan excels in constructing integrated wealth plans that incorporate retirement income strategies, estate investment planning strategies, cash flow optimization, and education funding solutions. He also provides specialized advice on strategic credit utilization to help clients align their borrowing needs with broader wealth objectives.

As the lead in risk management and portfolio construction for The B.C. Group, Dan applies a disciplined, data-driven methodology to investment selection, adapting portfolios to changing market conditions and client life stages. He is committed to building long-term, multigenerational relationships, fostering trust through active listening, tailored solutions, and timely progress reviews.

Dan earned a Bachelor of Science in Business Management from Fitchburg State College and a Master of Business Administration from Endicott College. An avid cyclist and cancer research fundraiser, Dan is also active in his local community and church. He and his wife Lisa have two daughters and reside in Hamilton, MA.

CA Insurance Producer License 0C47216 Resident State MA

With more than 35 years of experience in financial services, Lesley is a highly accomplished advisor who specializes in retirement income planning, investment strategy, insurance solutions, and corporate retirement plan consulting. She brings a strategic, client-centric perspective to every engagement, helping individuals, families, and business owners secure long-term financial success.

Lesley’s strength lies in her ability to translate complex financial situations into actionable, customized plans. Her disciplined approach includes a deep discovery process to understand each client’s values, goals, and risk tolerance—enabling her to design and implement strategies that are both comprehensive and sustainable.

As a CERTIFIED FINANCIAL PLANNER^® professional, Lesley holds Series 7 and Series 66 registrations, along with licenses in life, accident, and health insurance. Her academic background includes a Bachelor of Arts in International Studies from Trinity College in Washington, D.C.

Lesley is a respected community leader and advocate. She has served in organizations such as the Rotary Club of Marblehead Harbor, which funds global initiatives including Polio Plus, and currently serves on the North Shore Advisory Committee of the Anti-Defamation League of New England. She is also a committed civic participant, supporting local and state initiatives aligned with her values.

After living in Boston, Denver, and Washington DC, Lesley returned to her native town of Marblehead, MA where she currently resides.  She enjoys spending time with her family and her dog Luke.


CA Insurance Producer License 0K27587 Resident State MA

As Operations Manager, Karen plays a mission-critical role at The B.C. Group Private Wealth Management. Karen joined The B.C. Group in 2021. With over 25 years of global business experience, Karen is the engine behind the team’s operational excellence, ensuring that every client interaction is seamless, responsive, and executed with precision.

Karen’s leadership in business operations, client service, and administrative strategy is central to the team’s ability to scale and maintain a high-touch, concierge-level experience for every client. She oversees the entire client administration lifecycle, streamlining workflows and optimizing back-office systems to meet the complex and evolving needs of a sophisticated client base.

Karen’s professional foundation—built through decades of leadership in a global technology company—equips her with a rare blend of technical acumen, organizational rigor, and client-first intuition. Her role is far more than administrative; she is a key architect in the team’s client service model, ensuring that The B.C. Group consistently delivers on its promise of excellence.

Karen earned her Bachelor of Science in Business Management from Endicott College. She and her husband currently reside in Essex, MA and have two daughters. Deeply community-minded, she actively supports local fundraising efforts as well as for the Dana-Farber Cancer Institute and Boston Children’s Hospital. Outside of work, Karen enjoys following all New England sports, exercise, and spending time with her family.

Lystra is the cornerstone of The B.C. Group’s client service infrastructure, with more than 25 years of industry experience and over 20 years of dedicated service to the team. As Senior Registered Client Associate, she is essential to the success of the practice ensuring that every client relationship is supported with operational excellence, proactive service, and strategic coordination.

Lystra leads all aspects of client administration, systems management, and service innovation, collaborating closely with advisors and clients to create an environment of trust, efficiency, and results. Her influence extends beyond administrative support, she is the strategic liaison between clients and the advisory team, translating financial strategies into flawlessly executed solutions.

With a focus on continuous improvement, Lystra has spearheaded the implementation of customized service platforms and technology-driven process enhancements, directly contributing to the team’s high standard of care and long-term client retention. Her attention to detail, dedication, and deep understanding of client expectations make her an indispensable force behind The B.C. Group Private Wealth Management reputation for elite service.

Lystra holds a Bachelor of Science in Business Administration and a Master of Business Administration from Endicott College. She resides in North Andover, MA with her husband, and is a devoted member of her church and community.

Michael Carroll is a member of our team at The B.C. Group Private Wealth Management. He comes to The B.C. Group with a strong background in mathematics including econometrics, econometric modeling, generational economics, macroeconomics, cost benefit analysis, and quantitative analysis.

Michael received his Bachelor of Science in Economics from Boston University. While at Boston University he remained active in several organizations including Phi Alpha Delta, a Co-Educational Pre-Law Fraternity. Michael has also earned his Master of Science in Finance from Johns Hopkins University. Additionally, this degree is STEM designated due to a concentration in Financial Econometrics. Michael enjoys traveling, golf, padel, horology, and spending time with his dog Dolly. Currently Michael resides in Beverly Farms, MA.