John Carroll is a CERTIFIED FINANCIAL PLANNER™ practitioner and has been a registered investment professional since 1991. John’s financial investment background is well versed, spanning individual asset management, estate planning and corporate planning services. Offering clear and concise guidance to his clients and their families, John provides tax efficient investment and estate planning strategies to meet their long-term objectives.

John expands his market reach and knowledge through analyzing market research in emerging businesses and technologies. Leveraging the vast resources of Wells Fargo Advisors Financial Network as well as the expansive knowledge of The B.C. Group Private Wealth Management team members, John can provide specialized trust philanthropic services to help nonprofit organizations, individuals, and families to strategically achieve their charitable goals.  He can also create custom credit solutions for clients with complex lending needs. To further enhance the client experience, John also provides ongoing educational and investment strategy seminars.

John has his Bachelor of Science in Finance from the University of Lowell and his Master of Science in Business Administration from Endicott College. John lives with his wife and three children in Beverly, MA. He enjoys playing golf, traveling, and attending his children’s sporting events. John is active in supporting ALS and MS charity organizations, as well as being actively involved in the Spectrum House.


CA Insurance Producer License 0C44982 Resident State MA

 
Wells Fargo Advisors Financial Network is not a legal or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.

Daniel Bukkhegyi has been a registered investment professional since 1990, continually training and broadening his knowledge of capital markets and economic trends. Dan implements wealth management strategies for clients by balancing their needs for retirement planning, estate investment planning, cash flow management, and education funding. Dan also provides clients with advice on using credit strategically to meet their current needs and wealth plan goals.

The B.C. Group Private Wealth Management utilizes the talents of one another to help provide effective planning advice for each client’s unique set of circumstances. Dan’s focus is on investment and risk management within the team. Dan is versatile and objective in his approach to investment recommendations. Dan is firmly committed to developing and maintaining long-term, multigenerational relationships. To accomplish this, he listens intently to clients’ values, goals, aspirations, and concerns while at the same time realizing the importance of frequent client contact and reassessment of goals and objectives.

Dan is a graduate of Fitchburg State College earning his Bachelor of Science degree in business management. He went on to earn his Master of Business Administration from Endicott College. He is an avid cyclist and cancer fund raiser. Active in his community and church, Dan and his wife of 31 years Lisa, have two daughters, all active in sports, community and church.

Dan holds series 7 and 63 registrations.

CA Insurance Producer License # 0C47216 Resident State MA

For more than 20 years, Lesley has helped individuals, families, and business owners pursue financial freedom and investment success. As a Financial Consultant, with The BC Group Private Wealth Management, she brings considerable experience in the areas of investment and retirement income planning, insurance products, and corporate retirement plans--both large and small. Her approach is to understand a client's complete financial picture first, and then develop the strategies needed to help each client meet their goals. Lesley believes that a client's plan has a greater chance of long-term success if it is based on a solid foundation. The best way to build that foundation is through advice based on the sound principles of risk and reward.

Lesley is a CERTIFIED FINANCIAL PLANNER™, and has her Series 7, and Series 66 registrations as well as her license in life, accident and health insurance. She also holds a B.A. in International Studies from Trinity College, Washington DC.

Lesley has been active in many local organizations including Rotary Club of Marblehead Harbor which funds worldwide humanitarian programs such as Polio Plus.  She is currently a member of the North Shore Advisory Committee for the Anti-Defamation League of New England. Lesley has also participated in many local and state campaigns helping to advance candidates and causes she believes in.

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

 

CA Insurance Producer License # OK27587 Resident State MA

Karen joined The B.C. Group Private Wealth Management in 2021. With over 25 years of experience working for a global technology company, Karen is a resolute professional with considerable experience in the areas of client service, management, marketing, and administration. As Operations Manager, Karen is pivotal in helping to ensure the smooth and efficient functioning of business processing.

Our growth at The B.C. Group is charted to continually serve our clients at the highest level. Karen is responsible for all aspects of client administration, focused on enriching services to our existing clients while cultivating relationships with new ones. She shares our collective belief that the foundation of financial services is to understand each client’s unique situation and aspirations. With her organizational skills, meticulous nature and experience, Karen will take immense pride in putting the client first and strive to exceed expectations. Karen holds a Bachelor of Science in Business Management from Endicott College.

Karen and her husband have two daughters and reside in Essex, MA. She enjoys following all New England sports teams and spending quality time with family and friends. Karen is active in giving back to her community and participates in fund raising events for Dana Farber Cancer Institute and Boston Children’s Hospital.

Lystra has been in the financial industry for over 25 years and with The B.C. Group Private Wealth Management for over 20 years managing all aspects of client administration. She prides herself in providing comprehensive administrative support for client solutions with the goal of delivering an unparalleled client experience.

Lystra has multifaceted duties, which includes day-to-day client administration, implementing business management systems through computer-based research and restructuring business models to increase client service quality.

While Lystra is involved with the administrative aspect of the business as liaison between client and operations, she continually develops service platforms helping improve on The B.C. Group’s goal of broad-based investment planning. She holds a Bachelor of Science degree in business administration and Master of Business Administration from Endicott College.

Lystra is actively involved in church and community residing with her husband in North Andover, MA.