Partnership Announcement

Allworth Financial + Sachetta, LLC

Greetings from Lynnfield, MA

All of us from Sachetta are right where we’ve always been, here in Lynnfield, MA, though we’ve recently formed an exciting new partnership with Allworth Financial.  

Founded more than 30 years ago by Californians Scott Hanson and Pat McClain, Allworth takes an integrated approach that brings together investment management, tax planning, legacy planning, and insurance guidance under one roof, giving clients a full-picture perspective for confident decision-making. Allworth is committed to client satisfaction, financial well‑being, and personalized service.

As mentioned above, our office remains at 600 Market Street, Suite 684 Lynnfield, MA 01940. 

You can continue to contact us by phone at (781) 233-4138. We have new email addresses listed under Our Team.

You’ve been redirected to the Allworth Financial website, where you’ll find the entire Sachetta team—ready and excited to continue supporting you. Whether you're planning for the future, navigating life transitions, or working toward your financial goals, we’re here to help every step of the way.

Most importantly, thank you for the trust and confidence you’ve placed in us. We’re honored to continue serving as your partner, advisor, and friend.

Please let us know if you have any questions. We look forward to seeing you soon!

You can learn more about our partners at Allworth Financial, here.

Our Team


 

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Steve Ahern

Partner Advisor, Tax Specialist, CPA/PFS, CFP®, AEP®, MST

Steve.Ahern@AllworthFinancial.com 

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Matt Ahern

Service Associate


Matt.Ahern@AllworthFinancial.com 

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Jeff Aron

Partner Advisor, Tax Specialist, CFP®, MSFP, TPCP®

Jeff.Aron@AllworthFinancial.com 

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Mike Callahan

Partner Advisor, Tax Specialist, CPA, CFP®, MST

Mike.Callahan@AllworthFinancial.com 

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Emily Diezemann

Tax Advisor, MBA

Emily.Diezemann@AllworthFinancial.com 

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Mia DiStasio

Service Administrator

Mia.DiStasio@AllworthFinancial.com 

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Diane Fabbo

Executive Office Administrator

Diane.Fabbo@AllworthFinancial.com 

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Nick Forgione

Financial Advisor, Tax Specialist, CFP®, CPA, MSA

Nick.Forgione@AllworthFinancial.com 

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George Liakakis

Partner Advisor, Tax Specialist, CPA, CFP®, MSA

George.Liakakis@AllworthFinancial.com 

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Domenica Lurvey

Financial Advisor, Tax Specialist, CFP®, MSM

Domenica.Lurvey@AllworthFinancial.com 

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Janice McGarry

Financial Advisor, Service Specialist

Janice.McGarry@AllworthFinancial.com 

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Lois Passemato

Bookkeeper

Lois.Passemato@AllworthFinancial.com 

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Hanna Quill

Executive Office Administrator

Hanna.Quill@AllworthFinancial.com 

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Ann Sachetta

Director, CPA, MSA

Ann.Sachetta@AllworthFinancial.com 

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Eric Sachetta

Partner Advisor, Tax Specialist, CHFC®, CFP®, TPCP®

Eric.Sachetta@AllworthFinancial.com 

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Joe Sachetta

Partner Advisor, Tax Specialist, CFP®, CPA/PFS, MBA, MST

Joe.Sachetta@AllworthFinancial.com 

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Steve Sachetta

Partner, Tax Specialist, CPA, MST

Steve.Sachetta@AllworthFinancial.com 

Kevin Sanchez (1)

Kevin Sanchez

Service Associate

Kevin.Sanchez@AllworthFinancial.com 

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Alison Simons

Financial Services Project Lead, MBA

Alison.Simons@AllworthFinancial.com 

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Matt Stead

Partner, Operations Specialist, MSFP

Matt.Stead@AllworthFinancial.com 

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Cailin Suvarna

Sr. Tax Advisor, CPA, MSA

Cailin.Suvarna@AllworthFinancial.com