top of page

ABOUT US - Commonwealth Retirement Consulting Services Team

Our partnership with Commonwealth Financial Network®, leading Registered Investment Adviser–broker/dealer, provides us access to a team of knowledgeable and experienced retirement professionals at Commonwealth who assist us in our efforts to provide you with the best possible service. Each of the members on this team brings a breadth of experience in the industry and within his or her own specialization.

Karen Distasio - cw site 3-30-23.png
ThomasCrutchfield-65305crop_1680199395 3-30-23.png

Karen DiStasio

Vice President, Strategic Retirement Solutions

  • Leads the Strategic Retirement Solutions team.

  • Drives the Strategic Retirement Solutions team’s strategic initiatives for all facets—including marketing, operations, sponsor relations, and client experience—to ensure that advisors have the highest degree of products, services, and support to serve the retirement plan market

  • Holds FINRA Series 6 and 63 securities registrations

  • Holds a degree from UMass Amherst

  • Has prior experience at Putnam Investments, New York Life, and John Hancock in various sales, marketing and channel management roles

Mat Powers, CFA®, AIF®, AIFA®

Director, Strategic Retirement Solutions

  • Leads efforts working across teams to execute on department goals and ensure quality project execution

  • Directs Commonwealth’s plan investment services, including Commonwealth's 3(38) fiduciary plan service, PlanAssist Investment Management

  • Sets the strategic direction of Commonwealth’s plan investment platform, investment service development, and associated resources and tools

  • Is a Chartered Financial Analyst® (CFA®) charterholder and holds the Accredited Investment Fiduciary® (AIF®) designation, as well as the AIFA® designation

  • Earned a bachelor’s degree from Syracuse University and a master’s degree in investment management from Boston University

  • Has prior experience at Fidelity Investments, BNP Paribas, and Loomis, Sayles & Co

Thomas Crutchfield, CFP®, AIF®, PPC™, CPFA

Manager, Strategic Retirement Solutions

  • Responsible for strategic initiatives through collaboration with internal departments and third-party service provider firms

  • Serves as a member of the National Association of Plan Advisors (NAPA)

  • Holds the CERTIFIED FINANCIAL PLANNER™ professional certification, as well as the Accredited Investment Fiduciary® (AIF®), Professional Plan Consultant™ (PPC™) and Certified Plan Fiduciary Advisor (CPFA) designations.

  • Holds a BS in finance from the University of Houston

  • Has prior experience as the director of financial planning programs at Merrimack College, where he managed all aspects of the CFP® certification curriculum

bottom of page