Our Team

Our Team

Group Website Photo
 

 

Ronald E. Newton, CFP®

CERTIFIED FINANCIAL PLANNER™ practitioner

Ron has more than 30 years of experience in the financial services industry. He started his career with American Express Financial Advisors (which later became Ameriprise Financial Services, Inc.) in 1984 as a personal financial planner. Ron has spoken at numerous national conferences and has been an advocate for comprehensive financial planning. He obtained the designation of CERTIFIED FINANCIAL PLANNER™ practitioner in 1987.

In 1996, Ron founded Forefield Inc. and served as president and CEO until 2001. Forefield is the foremost provider of real-time education and presentation solutions for financial institutions and advisors. Forefield enables advisors to deliver current, concise, and compliant financial planning knowledge and advice to clients. Currently, 70,000 advisors subscribe to Forefield.

Ron founded Newton Financial and selected Commonwealth Financial Network® as his firm’s Registered Investment Adviser–broker/dealer, which enables him to offer clients independent financial planning advice through an open architecture. This benefits clients by being able to access top-tier financial products and services from the industry’s leading firms.

Ron and his dedicated team pride themselves on providing world-class service by meeting with clients on a regular basis and always being available to answer questions and solve issues if they arise. Ron and his team provide expert advice in the areas of comprehensive financial planning, including investment advice and asset allocation, income tax strategies, retirement planning, business owner planning, protection planning, estate planning, charitable giving, and employee stock options.

In his free time, Ron enjoys spending time with his family, skiing, playing golf, and boating.

Sunshine L. Marsh

Financial Planning Assistant/Supervisor

Sunshine joined our team as financial planning assistant in January 2008. She supervises all employees and is focused on the investment side of our business. She is responsible for the day-to-day support of our clients, document preparation, trades, compliance, licensing, payroll, bookkeeping, and front- and back-office support. She is also a notary public.

Sunshine strives to do what is in the client’s best interest at Newton Financial. Every client receives clear communication as she promptly and effectively deals with issues and concerns.

Prior to joining our team, Sunshine worked for nonprofit organizations, where her primary focus was payroll, retirement plans, bookkeeping, monthly financial reporting, and supervising staff.

Sunshine resides in West Brookfield, Massachusetts, with her family. In her free time, she enjoys spending time with family, camping, hiking, and horseback riding.

If you would like to reach Sunshine, please call 508-832-8550.

Erica L. Power

Administrative Assistant

Erica joined Newton Financial in 2014 as an administrative assistant. She earned her bachelor’s degree in business administration from Anna Maria College in 2012 and went on to complete her MBA in 2013. She is responsible for contacting clients, preparing documents, and supporting the office as needed.

Newton Financial is dedicated to offering world-class service by always being available to meet with clients and to help with any concerns they may have. Erica and the team at Newton Financial pride themselves on the ability to help their clients achieve financial success.

Erica resides in East Brookfield, Massachusetts.  When she is not working, she enjoys spending time with her family, her dogs, and visiting the beach.

Sharon G. Naughton

Administrative Assistant

Sharon joined Newton Financial in February 2012 as an administrative assistant. 

Originally from New Jersey, she graduated from Bay State Junior College with an associate’s degree in secretarial sciences. 

Sharon’s main focus is being in regular contact with clients, including scheduling client meetings and meeting preparation.

Sharon and her husband of 40 years live in Douglas, Massachusetts. In her free time, Sharon enjoys reading, traveling, working puzzles, and spending time with her two daughters and granddaughter.