Michael W. Aragao, M.B.A., CMFC®, RFC®, AAMS® | President
Mr. Michael W. Aragao is the Founder and President of M.W. Aragao (MWA®). Mr. Aragao is responsible for the overall operations, strategic direction and compliance of the firm. On MWA's investment side, Michael handles portfolio management and design; investment research and composition; and client wealth planning directives. On the firm's taxation side, Michael is the Chief Tax Preparer, overseeing all client tax return preparation, reporting and filing.
In the community, Mr. Aragao serves on the Board of Governors of the historic Squantum Association of East Providence, RI, where he is also the chairman of the communications committee. Additionally, he is a member of the Board of Directors of the Lindsay Ann Burke Memorial Fund, an organization dedicated to ending relationship violence through education. Mr. Aragao is also a member of the Future Business Leaders of America-Phi Beta Lamda; a member of the National Association of Tax Professionals; a member of the 100 Club of Rhode Island; an associate member of the Fraternal Order of Police, Lodge 14; and is a member and the former Treasurer and 2011-2012 President of the Cumberland/Lincoln Rotary Club of Rhode Island, where he is also recognized as a Paul Harris Fellow.
Mr. Aragao received a Bachelor of Science in Business Administration (BSBA) with honors, from Bryant University, and later a Master of Business Administration (MBA) with high honors, both having concentrations in Finance. Michael is also a Chartered Mutual Fund Counselor (CMFC®) and an Accredited Asset Management Specialist (AAMS®), professional designations awarded by the College for Financial Planning and Investment Company Institute as well as being a Registered Financial Consultant (RFC®), a designation awarded by the International Association of Registered Financial Consultants. Mr. Aragao is also a member of the prestigious Paladin Registry, a registry reserved for the top 10% of investment advisors. Currently, Michael is the only investment advisor in the State of Rhode Island that has been admitted to the registry and holds their elite five-star designation. In 2014 and 2015, Mr. Aragao was recognized by his peers as being a Five Star Wealth Manager, an award presented by the Five Star Professional organization.
Michael lives in northern Rhode Island with his wife, Kristen, his three children, M.J., Alexis and Mason, and their three dogs.
Email Mr. Aragao at email@example.com.
Megan K. McCusker-Salvas, RFA® | Client Relationship Executive
Mrs. Megan K. McCusker-Salvas has over ten years of experience in the financial industry. She joined MWA in 2004 and was most recently promoted to Client Relationship Executive in 2014. Her role is to manage our clients' overall relationship with the firm; mainly, the direct communications and administrative interactions. In addition to handling the day-to-day client affairs of MWA, Meg processes all account and taxation documentation for current and new clientele. She also answers general questions in addition to serving as the superintendent of our database, ensuring that all information is up to date and properly maintained. Meg is known as the 'go-to' person at MWA.
Mrs. McCusker-Salvas received a Bachelor of Science in Business Administration (BSBA) from The University of Phoenix and is a Registered Financial Associate (RFA®), a professional designation awarded by the International Association of Registered Financial Consultants.
Meg lives in northern Rhode Island with her husband, Peter, and two daughters.
Email Mrs. McCusker-Salvas at firstname.lastname@example.org.
Erika J. Solis | General Manager
Ms. Erika J. Solis joined the MWA team in April of 2011 as general manager. Erika is responsible for the day-to-day business affairs of the firm, concentrating on operations, systems and vendor relations. She also consults on any directives the firm takes relative to technology enhancements or additions.
Ms. Solis holds a Bachelors Degree in Business Information Systems from Ashford University. She also served in the United States Navy from 2001 until 2005, the Rhode Island Army National Guard from 2005-2013, and currently is a Staff Sergeant in the United States Air Force Reserve.
Email Ms. Solis at email@example.com.
Cassandra M. Tonello | Client Service Advisor
Ms. Cassandra M. Tonello joined the firm in 2010. Her responsibilities include coordinating all marketing, social media, communication and business development activities related to MWA as well as designing marketing and communication campaigns and conducting market research. Cassandra also provides an additional layer of client service, making her a trusted point of contact for communications and client interactions.
Ms. Tonello has attended Rhode Island College, where she studied psychology, and the University of Phoenix, where she studied finance.
Email Ms. Tonello at firstname.lastname@example.org.