Michael Krisko is a founder and managing partner of Lignum Wealth Management. He is a lifelong resident of Massachusetts’s North Shore, where he resides with his wife, Carolyn, and two girls, Gabriella and Alexandra. Locally, Michael and his family enjoy being outdoors whenever possible and are regulars to the shore’s many beaches. The family’s true passions lie outside of the borders of Massachusetts and in their travels both near and far.
Michael brought his decade of experience in portfolio management, wealth creation, retirement planning, education funding, and protection advice to help found Lignum Wealth Management in 2013.
Christopher Wakeman is a founder and managing partner of Lignum Wealth Management. After growing up in Westchester, New York, Chris first planted his roots in the area in 1997 when he attended Northeastern University. He thanks the university not only for his education but also for introducing him to his wife, Anne. After 20 years of marriage and counting, they have two beautiful children, Vivian and Carter.
Family is everything to Chris, and today they live in Boxford, Massachusetts, which they have called home since 2010. Chris has had the opportunity to give back to the community where his family has grown. Six years ago, Chris started on Boxford’s finance committee and is now vice chair of the committee and liaison to the elementary school and fire department budgets. Chris enjoys giving back to his community and finds the delicate balance of providing the best town services while limiting taxpayer impact an extremely rewarding goal.
Outside the Lignum and Town Hall offices, Chris enjoys anything that gets him outdoors. He loves spending time gardening
around the house and hiking with his children through the many trails in the Boxford State Forest. Chris has recently been able to move his father into their new home in Boxford to join the family as they watch Vivian and Carter grow.
Chris also loves anything with two wheels. He is a motorcycle enthusiast and owns road and off-road bikes. He commutes to work in the summers and has done many rides throughout the country. Some of these include riding from Scottsdale, Arizona, to the Grand Canyon with a stop in Sedona, and traveling all the way up the coast of California from San Diego to San Francisco on a Harley Davidson.
After graduating from Northeastern University in 2002, where he majored in business and finance, his passions led him to pursue a career that incorporated both investments and entrepreneurship. Because of this, he searched out American Express Financial Advisors and then Ameriprise Financial, where he spent 10 years gaining invaluable experience and building a client base that he would eventually bring to his own private practice. In 2013, Chris and his four partners felt it was time to create Lignum Wealth Management, which would give them the flexibility and independence to offer the best products and services to clients. Chris believes in a tailored approach, and that successfully reaching your retirement and investment goals should always start with a strong plan, which provides a blueprint for success. #PlanToAchieve
Mark Felt is a founder and managing partner of Lignum Wealth Management. Mark was born and raised in Massachusetts and has called Waltham home all his life. Today Mark is lucky enough to live in the very neighborhood he grew up in, allowing him to recount great childhood memories while making new ones living with his girlfriend, Kelly, and golden retriever, Brady. Living in Waltham his whole life has allowed Mark to
develop a strong sense of community, relationships, and trust, all of which he prides himself on incorporating into his work with each one of his clients.
With deep roots grounded so close to Boston, it is not surprising that Mark is an avid Boston sports fan. Whether it is the first pitch in April, a Celtics tipoff in December, the Bruins dropping the puck in October, or the Patriots making another Super Bowl push in February, Mark will be watching. His biggest Boston sports thrill came when he attended the clinching game 7 ALCS victory in Yankee Stadium back in 2004. For the last seven years, when Mark hasn’t been watching sports, he has been on the bench coaching in the Waltham Little League Youth Baseball Program.
Through those years, he has served on the program’s Board of Directors as the director of local sponsorships. Mark’s efforts and the sponsorship money are funneled toward many league improvements including equipment, field maintenance, and registration assistance.
In addition to his work with the Little Leauge, Mark spearheads the Michael J. Soly Memorial Scholarship Fund, which he created in memory of a late friend, as well as the Robert P. Felt Scholarship Fund in memory of his brother, a Waltham firefighter. In both cases, Mark is largely involved in the fundraising, selection, and distribution of a yearly scholarship for a Waltham High School graduating senior to help offset the costs of furthering his or her education. The scholarship has distributed more than $65,000 in funds to deserving students over the years.
Mark also enjoys snowboarding, playing his guitar, working out, and spending weekends at his home in York, Maine, with Kelly and Brady. Mark is an avid golfer and one of the few who can claim to have a hole-in-one under his belt.
After graduating from the University of Massachusetts Amherst in 2002, he began working at Ameriprise Financial Services. After 11 years focusing on providing clients with exceptional services and expert advice on investment, retirement, tax, estate planning, and other wealth management issues, he branched out and founded Lignum Wealth Management with his partners. Today, Marks brings his expertise, experience, focus on relationships, and trustworthiness to his clients to help them not only reach their financial goals but also to help them feel confident about their future.
Nathan O'Loughlin is a founder and managing partner of Lignum Wealth Management, an independent and comprehensive financial services firm located in Wakefield, Massachusetts. He has more than 14 years of experience providing clients with honest, concise, and relevant advice. Financial decisions are consistent with his clients' goals and are achieved through a personal, long-term financial planning relationship.
Before his partnership at Lignum Wealth Management, Nathan spent 11 years at Ameriprise Financial Services, Inc. His many areas of focus included charitable giving, education planning, retirement income strategies, estate planning, and investments. During his time at Ameriprise, Nathan was twice awarded the Boston Five Star Wealth Management award.
Nathan is a Chartered Mutual Fund CounselorSM (CMFC®) designee and holds the FINRA Series 7 and 66 securities registrations (held through Commonwealth Financial Network®). He graduated from Northeastern University with a dual major in finance and entrepreneurship. Nathan enjoys golfing, skiing, and spending time with his family and community. He and his wife, Tara, reside in Bedford, Massachusetts, with their three young sons. He often participates in the Dad's Corner of the Bedford Family Connection, where he plays sports with his and other children.
Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,707 Boston wealth managers were considered for the award; 655 (39 percent of candidates) were named 2014 Five Star Wealth Managers. (The criteria provided reflect the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.