Meet the Team

David S. Coburn is the President and Chief Executive Officer of Coburn Financial. David joined his father, Barry M. Coburn, and his grandfather, Robert B. Coburn, the founder of Coburn Financial, in 1984. David transitioned into the role of the President and CEO in 2013. Over the years, he has worked to build a distinguished and diverse team of management and registered investment advisers at Coburn Financial.

David is responsible for the business operations and directing the day-to-day management of our firm.  David oversees our custodial relationships, administers firm payroll, and addresses any internal technical issues.  He is the firm’s key point of contact for operational matters.

David enjoys spending time with his family which includes five children and one grandson.  He is an active outdoorsman, often found either on or around a hockey rink.  David currently lives in West Simsbury, CT with his wife, Emily.

Leslie E. Archambault is committed to providing exceptional administrative and client support. Her eye for detail and technical skills are evident in everything she does for Coburn Financial. Leslie has over 20 years of experience in financial services and currently holds Series 7 and 63 through LPL Financial and the Series 65 through Coburn Financial.

Leslie is the consummate team player, whether coordinating projects or just making sure all the bases are covered.  Her warm personality, can-do attitude, and sense of humor bring out the best in everyone around her.  

Outside the office, Leslie enjoys spending time with her husband and two children. She also keeps up an active cross-training regimen, much to the awe and envy of her friends and colleagues.

Martin S. Bodner is the Executive Vice President of Coburn Financial. In addition to playing a role on our management team, Martin is a Principal of our firm, coupled with running his own practice. He has over 30 years of experience as a registered representative and adviser, twenty-six with the Coburn Financial team. Along with managing and overseeing the operations of our branch offices, Martin is able to focus on providing his clients financial advice and guidance.

Prior to joining the Coburn Financial, Martin was the branch manager for several offices for Waddell and Reed.  He has been able to develop his practice into one that specializes in financial and tax planning.  His dedicated clientele choose to work with Martin because of his commitment to their goals as they transition through significant life events.  Moreover, he is able to contribute a level of service that is unparalleled to the industry.  He brings an independent view to each of his meetings, which allows his clients to be forward-thinkers and strategize for the different phases of life. 

Martin received a bachelor’s degree from New England College in Henniker, NH.  Outside the office, Martin enjoys computing, sporting events, traveling, and golf.  He currently resides in Lincoln, RI.

As our Chief Financial Officer, Elizabeth C. Derway is responsible for the firm’s compliance and financial functions including accounting, audit, and corporate finance. 

She has over 30 years of experience working in financial services, twenty-five years spent with Coburn & Meredith, Inc.  She works directly with the firm’s CEO and Managing Director in developing, communicating, and executing strategic initiatives.  She ensures any decisions regarding potential opportunities are aligned with the firm’s strategy and industry rules.  Elizabeth is a core member of the firm’s management team and is charged with the legal and regulatory oversight of the firm as well responsible for leading operational matters.

Prior to joining Coburn & Meredith, Elizabeth began her career at Bank of New England’s brokerage firm in Boston.  She later moved on to StockCross, Inc., where she worked as a trader on the trading desk.  She currently holds FINRA Series 4, 7, 24, 27, and 63 licenses.

Elizabeth resides in Simsbury, CT with her husband, John, and two children.  She enjoys photography, hiking with her family and dogs, and traveling when possible.

Penny G. Nasiatka manages the back-office operations for our Simsbury, CT team.  She oversees client requests such as asset movements, security transfers, trade reconciliations, and account inquiries.  Clients choose to work with Penny because of her dedication to quality service and the knowledge she provides.  In addition to over 35 years of experience, Penny currently holds the series 7, 63, 24, 53, 65 held through LPL Financial and the series 65 held through Coburn Financial. 

Outside the office, Penny enjoys the outdoors and is often found keeping up with her beautiful gardens.  She finds much comfort in spending time with her husband, John, and two dogs.

Sean is a Principal Officer at Coburn Financial Corporation. With a career spanning forty years in the investment management industry, including twenty-five with Coburn, Sean has built a reputation as an advocate for his clients and colleagues. Providing a common-sense approach to portfolio management and a dedication to serving those who benefit from a valued financial advisor, Sean specializes in individualized active portfolio management, equity selection, and options strategies.

Sean's journey into the financial services industry began in college, driven by his deep interest in finance. Today, he is guided by the conviction that in an increasingly complex and uncertain world, an individual’s financial outcomes require careful planning and navigation from a knowledgeable advisor.

Sean's mission is to make portfolio management accessible and effective for every client he serves. He believes that managing client portfolios should not be overly expensive or complicated. His goal is to structure and maintain individual portfolios tailored specifically to each client’s current needs and long-term goals.

Whether you’re a seasoned investor or just beginning to explore financial opportunities, Sean focuses on the human element of wealth planning by forging a long-standing relationship with you. Through this bond, he gains an understanding of your specific financial objectives, family dynamics, core values, and lifelong pursuits. This personalized approach forms the cornerstone of Sean’s service.

The outcome is a carefully crafted portfolio that supports your current desires and long-term vision of success for the future. Overseeing every aspect of your portfolio, Sean will continuously make necessary adjustments to keep you on your proper course as your needs evolve.

Outside of work, Sean enjoys golf, hockey, reading, and writing, balancing his professional life with his personal interests in sports, politics, and current events.

Sean holds the following securities industry licenses with LPL Financial: General Securities Principal (Series 24), Registered Options Principal (Series 4), General Securities Representative (Series 7), and Uniform State Securities Agent (Series 63). Sean also holds the Uniform Investment Advisor (Series 65) with Coburn Financial. In addition, he also holds a MA Insurance license.

I support our growth by overseeing all teams under the Integrated umbrella. From Integrated management to our growing number of registered offices, thriving advisors, their teams, and our licensed partners, I have the pleasure of working with everyone affiliated with the firm to ensure operational and compliance matters are handled timely and efficiently.

As our advisors’ business partner, we understand the key drivers that fuel the growth of their practices. Additionally, we offer invaluable assistance by assuming certain operational and compliance responsibilities, thereby lightening their load. Our dedicated efforts are geared towards delivering seamless communication, expert guidance, and unwavering support, all while ensuring that the entire process remains streamlined and hassle-free for them.

Our success has given me the opportunity to fulfill my passion for helping people! In just a few years our AUM has grown by billions and Integrated’s management team has increased from 15 members to a robust 54 and counting. Opportunities have resulted from our tremendous growth for everyone associated with Integrated and it’s been truly gratifying serving as a support system as others develop and make their professional goals and dreams reality.

My professional background has included experience in virtually every role in a financial services firm. I began in sales, achieving success and recognition, however, I decided to transition to management where I could leverage my broad-spectrum experience to help fuel advisor growth, which is my true passion. This breadth positions me to understand the needs of the advisors and build internal resources to support efficiencies within their individual practices.

Rounding out my life, you’ll find my husband and I enjoying the East Coast waters on our boat during the summer and avidly cheering on the New England Patriots during football season!

CASL conferred by The American College.

I support our growth by working with individual advisors and teams of advisors to customize their clients’ portfolios, asset allocations, and portfolio implementations to fulfill unique needs and circumstances. This work helps our advisors’ end clients address and pursue their financial goals.

Our success… Recently a team of advisors was looking to onboard to our platform but had a series of portfolios which had to be transitioned in a specific manner to mitigate tax implications. We were able to evaluate the portfolios and line them up with intended objectives to minimize impact. This resulted in both the advisors and their clients feeling confident in moving forward with the transition.

My professional background I’ve had the opportunity to work with some of the largest and most sophisticated institutional investors in the world; from sovereign wealth funds and pensions plans to large family offices. Applying my fascination with financial markets and the sophisticated approach and techniques of institutional investors to help clients achieve their financial goals is truly a rewarding and humbling experience.

Rounding out my life, I can be found most weekends on a sports field with my wife either watching or coaching one of our two sons. On the rare days I’m not shuttling to or from a sporting event I enjoy outdoor activities, spending time with my family, working in the yard, and listening to traditional Celtic folk music.

I support our growth by providing full-service marketing programs that empower our Integrated advisors as they establish their thriving practices. In contrast to many independent organizations that offer limited marketing support, at Integrated, we offer a robust platform to our advisors, enabling them to concentrate on their core strengths. This is made possible through our firm’s marketing division, InTouch Innovations, which Paul and I established years ago to boost marketing execution. InTouch brings both marketing expertise and exclusive communication tools to our advisors, delivering an automated approach that encompasses email, social media, PR, and personal promotion. From one-on-one coaching, campaign creation, and brand launching to devising and executing marketing plans, my team and I collaborate to ensure a results-driven, boutique, concierge experience for our advisors.

Our success allows me to showcase our marketing offerings to established advisors that are considering a move to Integrated. Their level of excitement is particularly rewarding because it consistently reaffirms not only Integrated’s but also our marketing division’s strong value proposition. Advisors are genuinely impressed with, and energized by, our turn-key resources, systems, and platforms.

My professional background has spanned many of Integrated’s growth years. I joined the family in 2001, two weeks after I graduated from The University of Florida. I’ve thrived in our entrepreneurial environment, one that has allowed me to co-build InTouch. Seeing firsthand the industry shifts as well as the evolution of marketing, I am able to share valuable insights and serve as a guide and advocate for our emerging advisor community.

As the daughter of our very first licensed CPA, I understand how our partners operate, which uniquely positions me to help enrich advisor/partner relationships through effective marketing campaigns.

Rounding out my life finds me unwinding with activities that nurture a healthy lifestyle. I enjoy spending time with family and friends, traveling, and maintaining a consistent workout routine.

I support our growth by helping financial advisors build strong and profitable relationships with professional partners. Conversely, I help professional partners to incorporate financial services into their practice offerings and implement Integrated’s dynamic co-source model. The goal is a three-part success story:

We want our advisors to build their practices.

We want our professional partners to create new revenue streams.

We want to help more clients work towards their financial goals.

It’s a win-win-win situation.

Our success is magnified when our existing clients refer business to us. I’m proud that some of our longer-term relationships are referring us to new opportunities and helping us to win over new clients in competitive situations.

My professional background traces its roots back to Marriott International where a “spirit to serve” was drilled into me. This ethic led to my being promoted to Director of National Accounts where I held relationships with some of Marriott’s biggest clients. I brought that same dedication and philosophy to Integrated while building the Professional Partner Program. In addition, I am married to an accountant, which gives me yet another perspective. I am very much attune with the challenges that accounting firms face, and I work hard to help them create an environment of success and to identify opportunities where working with the experienced team of advisors at Integrated could benefit clients.

Rounding out my life includes a time when I was ranked a Top 10 Gamer by Madden. I was instrumental in providing them with information that they used to update and improve their gaming programs. I am a lifelong Massachusetts resident and currently reside in Wellesley with my wife, son and daughter.

CRPC conferred by College for Financial Planning.

I support our growth on many levels as the President of Integrated. In this role, I oversee the day-to-day operations, manage budgets, and drive the firm’s key objectives to ensure the consistent and healthy growth of our organization. A particular passion of mine is helping our entrepreneurial-minded financial advisors implement strategic operations that enhance efficiencies, foster practice growth, and bring their business visions to fruition. Through Integrated’s CPA Alliance program, I assist our CPA partners in monetizing their most trusted advisor status while simultaneously aiding clients in their financial planning and tax needs.

Our success gave me the opportunity to co-author and publish an exclusive book “Center Stage: How to Become the Star of Your Practice” with Matt Ackermann. This book focuses on operational, team building, and business processing efficiencies to help empower advisors to streamline their practices. The end result: advisors will have a roadmap to grow their business, leave a lasting legacy, and ultimately provide a boutique, concierge, memorable experience for their clients.

My professional background includes graduating from Northeastern University, with its emphasis on experiential learning. I have been supporting advisors in various capacities for the last 13 years and truly enjoy helping them with their growth endeavors, facilitating business optimization, and ultimately watching them realize their goals.

Rounding out my life involves spending time with my husband and twin daughters, passionately cheering on the New England Patriots, traveling, and supporting charitable causes that are important to me.

I support our growth by providing leadership to the “back office” for case design, preparation, consulting and implementation. As a resource to our advisors, I help determine which product to use and when. Even experienced advisors value another set of eyes on a case. It helps them to refine the solutions and strategies that are prudent for each client and their individual needs.

Our success provides me opportunities to help advisors become even more successful. An experienced advisor that recently joined Integrated was managing $500k out of a $6 million portfolio for a client who was getting ready to retire. By applying our group training, using an appropriate fact finder, collaborating with our back office and role-playing with the advisor, he was able to come to the table fully immersed and prepared. With these resources, along with our proprietary presentations on Necessary vs. Excess and Blocks of Property, the advisor had a compelling story for the client and could illustrate why he was the right advisor to help manage all the assets.

My professional background includes 30 years in financial services and an accounting degree from Bentley University, as well as 10 years of experience in corporate America. This gives me a wide-ranging business perspective, one that is complimented by the educator perspective I learned from teaching the CFP program at Boston University and observing my father who was a teacher. All together, this expansive background enables me to guide advisors so they can put together robust client solutions.

I was the first and only graduate of Boston University’s debut CFP program. I was the first to take and pass the comprehensive CFP test, giving BU a 100% pass ratio, a statistic they advertised for the coming year!

Rounding out my life finds me conducting presentations across the country on Integrated’s Lifetime Income Model. My non-financial career as a stand-up comedian many years ago comes in handy as I educate on complicated topics in an entertaining manner.

CRPC conferred by College for Financial Planning.

I support our growth by… providing specialist knowledge, insight, and access to life insurance strategies and products. I manage relationships with vendors and carriers to ensure exceptional service to our clients while allowing our advisors to focus on their primary business. 

Our success… One recent success was assisting a family to reconfigure their life insurance portfolio.  They had amassed significant wealth, more than $100M, since purchasing the original policies.  They had purchased whole life insurance early on and the plan had performed as designed.  One challenge was that it was personally owned and given the current taxable estate this would be taxed at the maximum current federal estate tax level.  As limited planning had been done, we were able to transfer the existing policy into a trust leveraging the current lifetime exemption, along with other assets to assist in the plan.  The family still needed liquidity on death however the cash value in the life contract of the plan was no longer central to their plan.  We were able to implement new insurance in the trust, maintain the death benefit of $10M and reduce the premium by over $130,000 annually.  We structured it on a 7-pay basis and guaranteed the death benefit to age 121 saving close to $1M of premium.  By changing the ownership of the policy, we also help the client save $4M in federal estate taxes under the current regulations.

My professional background includes…As the partner in charge of financial planning in an accounting firm in South Africa, I specialized in helping owners of closely held businesses, and high, and ultra-high net worth clients.  Leveraging my planning and life insurance knowledge I was able to advise and implement tax-advantaged strategies ensuring successful outcomes. We implemented significant investment and life insurance plans allowing me to qualify for Top of the Table at MDRT as well as the honor of speaking at an MDRT annual meeting. More recently I have worked for a firm specializing in wealth transfer strategies leveraging life insurance for ultra-affluent families. Most recently I ran a brokerage agency which included helping with the advanced case design, underwriting, processing, and implementation of life, disability, long-term care, and annuity plans.

Rounding out my life…Many people would not know that I was a volunteer EMT in South Africa for over 18 years. I have delivered over 50 babies and dealt with thousands, (no exaggeration) of trauma and medical emergency cases.  I love helping people.  Some of the things in my life are my family, friends, golf, grilling, and great food.

I support our growth by overseeing recruiting initiatives within our organization. Using my deep bench knowledge of our industry, I apply a consultative approach in assisting advisors in assessing their business model options.

The primary reason I joined Integrated is the vision and culture of the firm, and I enjoy sharing that with prospects. I firmly believe we offer distinct value to advisors along with a strong culture that represents an advisor community.

In particular, Integrated has built an organization that has proven to be agile and can adapt to the ever-changing financial services environment. We are well positioned with our size, scope and resources to continue our very favorable trajectory.

Our success has led to the opening of our West Coast office, which is an exciting next step in our efforts to expand nationally. I feel privileged to be a participant in the growth of our organization.

My professional background includes over 20 years of experience in the financial services industry building relationships with financial advisors, RIAs and broker/dealers.

Rounding out my life involves spending time with my family and taking advantage of the San Diego weather as an avid runner both on the trails and the roads.

I support our growth by tapping into my expertise serving the high net worth and business owner markets, and incorporating those into our other initiatives. I specialize in working with entrepreneurs and Fortune 500 executives, building comprehensive strategies and financial solutions for their particularly complex situations. As the head of our Family Office, I work with high net worth clients to build and expand their legacies – offering creative ideas for investment, estate and charitable gifting strategies designed to support them for generations to come.

Our success has allowed me to preserve and foster family wealth throughout future generations by building a family office solution for our clients. I am proud to be a part of this initiative and to help build it from the ground up.

My professional background includes working as an attorney in private practice and as a corporate staff attorney specializing in tax issues and financial analysis. My various degrees (JD and LLM in Taxation) and designations (CIMA® and CBEC®) have prepared me well for my role today as a member of the Integrated Partners team.

Rounding out my life finds me merging my professional values of success, transparency and doing the right thing for our clients, into my personal life. I look at my 3 boys and see 3 different people but the actions I take and the role model I am will hopefully make an impact on the decisions they make in the future as they grow older.