The people who work at Bestgen Wealth Management have the knowledge and experience to help you pursue your financial goals. Our staff is always ready to address your concerns, answer your questions, and put you at ease. Please read below to learn more about the background of the people you would be working with.
Bill Bestgen, CLU, ChFC, AEP®, AIF®
Bill began his career in the life insurance business right after graduating from Northeastern with a BA in Economics in 1970. He obtained his securities registration in 1973. His business has evolved into a full-service financial planning practice catering to business owners and high net worth individuals. He became a Chartered Financial Consultant (ChFC) in 1983 and an Accredited Estate Planner in 1991. He has been listed in Marquis Who's Who in Finance and Industry since 1987. He is also listed in Who's Who in America. Bill is a licensed insurance advisor. Bill is also an Accredited Investment Fiduciary® designee.
Bill is a member of the International Association of Financial Planning, The National Association of Estate Planning Councils, the American Association of Life Underwriters, and the Million Dollar Round Table.
Bill and his wife Ann have two grown children as well as three grandchildren, and reside in North Easton, Massachusetts. Bill enjoys boating and skiing in his spare time and is an avid Patriots and Red Sox fan.
Brad Bestgen, CFP®, AIF®
Brad W. Bestgen is an Investment Adviser Representative with Commonwealth Financial Network®. He graduated from Syracuse University in 2002 with a double major in finance and marketing. Prior to college he graduated from Xaverian Brothers High School in Westwood, MA and currently serves as the VP of the alumni board. Brad began his career with MFS, the 13th largest US Mutual Fund Manager, as a mutual fund sales specialist. Brad worked as a financial advisor at Bank of America for 3 years prior to joining his father at Bestgen Wealth Management, LLC as a Partner in 2008. Brad is a CERTIFIED FINANCIAL PLANNER™ professional and is an Accredited Investment Fiduciary® designee.
Brad is dedicated to providing superior service and sound investment advice to his clients by utilizing Commonwealth’s open architecture structure. Not only does Brad offer comprehensive financial advisory and wealth management services to high net worth individuals, but also assists with managing 401k and profit sharing plans for privately held companies.
Currently Brad resides in Easton with his wife Jenny and two children. Brad is an avid skier in the winter months and is looking forward to teaching his children. Brad also enjoys golf and many other outdoor activities, although his extra-curricular activities are currently limited to chasing the kids around the house. Brad is a diehard Boston’s sports fan and is anxiously awaiting a return to greatness for the Syracuse football team.
Matthew J. Deckman
Matthew has spent much of his career in big box retail management and has managed several large stores, including Giant Foods, The Home Depot and Bed Bath & Beyond. Matthew left his 15-year management career in retail in 2012 to focus on 401k Analysis. His extensive training and expertise as a merchant providing an extraordinary customer experience, monitoring P&L statements, and margin analysis has helped him transition smoothly into the financial services industry.
Matthew studied Business Management at Millersville University of Pennsylvania. Although his passion was aquatic ecology, he stayed par for the course in business while maintaining membership in Millersville’s Ocean Science Club. Matthew continues his passion for the outdoors through many means, including holding ownership in a Hunting and Fishing Club in the mountains of Central Pennsylvania. He is very active in Avon Grove Area Little League and serves as President on the board of directors. Matthew loves the game of baseball and has a passion for teaching it.
Jessica Soucia, MBA
Prior to joining Bestgen Wealth Management LLC as the Director of Client Service, Jessica was a VP with Rockefeller & Co. Inc. for 6 years. Prior to that, Jessica was an associate at Brown Brothers Harriman for 6 years. Jessica has a Bachelors from Northeastern University and an MBA from Curry College. Jessica resides in Westwood, MA, with her husband and two young children. Jessica is an avid runner, having run many marathons and enjoys staying active with her children. Jessica is an active volunteer with the Big Brother Big Sister organization.
The Five Star Wealth Manager Award is 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. 3,542 Boston wealth managers were considered for the award; 801 (23 percent of candidates) were named 2015 Five Star Wealth Managers. (The criteria provided reflects 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.