Partnerships

Tomas Colugherty
Attorney Thomas P. Clougherty, Esq. CFP®, CELA* has been practicing law for over 15 years. Licensed in both Massachusetts and New Hampshire, he has developed one of the largest client bases in the area, helping thousands of families with complex legal* and financial** plans, accessing the many benefits that cover elder care costs, and protecting estates from probate and long term care costs. Also a Certified Financial Planner™, he established a multidisciplinary firm in an effort to fully service and implement the best plan for his clients from a legal* and financial** perspective. Tom has also achieved the CELA (Certified Elder Law Attorney) designation through the National Elder Law Foundation (NELF), the only organization approved by the American Bar Association to offer certification in the area of elder law. Families and referring professionals can be assured that they will receive guidance from an attorney with an in-depth, working knowledge of the legal issues that impact the elderly and disabled. Tom is also recognized in Boston Magazine as a Four Year (2011, 2012, 2013, 2014) Five Star Wealth Manager. *Certified as an Elder Law Attorney by the National Elder Law Foundation.
rita evans
Rita Evans, RN-CCM® practiced clinical nursing for over 20 years, including 17 years as an award winning nurse in the Emergency Department at Brigham & Women's Hospital. In 2001 she was asked to develop a nurse case management role within a multidisciplinary elder advisory group in Quincy, and since then has obtained her Certification in Case Management from the Commission for Case Management. Rita brings over 10 years of experience coordinating care plans based on the complex issues that affect seniors and their ability to access to valuable benefits. Her unique experience and ability to collaborate and connect with multiple professionals in the community offers the most comprehensive support and advocacy available to families.

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