Meet Our Advisors

Joseph Moser

Business Banking, Commercial Lending, and Business Coaching

Joe Moser is the Founder of the Business Resource Advisory Group, and a Vice President at Rockland Trust Bank in their Small Business Banking Team. He specializes in business banking, commercial lending, and business coaching. Joe has over 24 years of experience in the banking industry including over 7 years of credit experience as a Senior Underwriter in both residential and commercial lending. Joe has helped support many small businesses from every industry throughout the South Shore community by connecting businesses with necessary resources and support, business planning coaching, forecasting advice, cash flow management review and consultation, and short and long term capital investment goal planning. Joe is very passionate about helping to connect small businesses with quality support and resources for their business to help them accomplish their goals through an advisory approach.

Angie Laperriere

Business Lending

Angela Laperriere is the Vice President, Business Assistance Manager & Lending Officer for SEED Corporation. She has been with SEED since June 2011. Angie is a lender for SEED’s micro/small loan, SBA 7A, and SBA 504 programs and is responsible for business development for all programs. In addition, she manages the business/technical assistance program. Angie earned her Bachelor of Science in Marketing and minor in Advertising from the University of Tampa and completed the Risk Management Association’s Commercial Credit for Lender’s Training. In 2020 she was named the SBA Financial Services Champion for Rhode Island and New England.

Michael Ulshoeffer

CPA / Accounting

Mike brings with him extensive experience from both national and regional public accounting firms, providing a full range of tax, accounting and business advisory services to a diversified client base of closely-held businesses and their entrepreneurial owners. Always current on the ever-evolving and rapidly changing tax environment, Mike continually communicates with his clients to help identify planning opportunities and tax-saving strategies. Mike offers his clients a wide range of experience on strategic formation and structuring, due diligence with respect to mergers and acquisitions, and a multitude of federal and state tax compliance issues. His depth of experience with complex individual and pass-through entity tax-related matters roots back to the beginning of his career when he worked with some of the most highly respected professionals servicing the Boston market, relationships which he values and maintains today.

Michael Bessette

Payroll Service

Mike Bessette represents TimePays, the local leader in payroll, timekeeping, and HR solutions.
Mike has over 25 years of experience in finance and payroll, and has been with TimePays since
2007. Having worked in both operations and sales, Mike has a unique approach to client care,
and has a full understanding of all functions of payroll and payroll taxation. He works to help
local businesses solve problems, deal with challenges, streamline process, and offer quality advice and
support. As a founding member of BRAG, Mike strives to build solid relationships and add value
with local business partners. Headquartered in Stoughton, TimePays has an industry leading 99% client
retention rate, and offers local payroll specialists with five-star, personalized service.

Tony Fiore

Business Advisor

Operating a business is a challenging task, one that requires wisdom, patience, and a clear vision of the future. The support and guidance of an experienced advisor can make that path less daunting and help your business thrive. We can show you how to strengthen your company so it grows with you at your pace. We’ll help you break down the steps necessary to create a sustainable business that is financially strong, operationally self-sustaining, and attractive to partners and potential buyers. With our objective and seasoned insight, we prepare you, your valuable company, and your invaluable employees for whatever comes next, in your business and in your future.

Matt Curran

Commercial Real Estate

Owning and operating a successful, small business and finding the right location for where you’ll grow your business is critical.  Matt Curran enjoys assisting clients with all of their Commercial Real Estate needs, primarily across the South Shore but throughout the Greater Boston region.  Unicorn Realty owns more than 1 million square feet of commercial property, and Matt works with everyone from individuals to mid-sized companies looking to lease, buy or sell.  We also help landlords and property owners looking for reliable tenants to secure space.   Whatever your needs in terms of size, budget, and criteria, we’re happy to help you look. 

As an advisor and agent, the key is to plan ahead, ideally months in advance, so when the right fit does become available, you and your team are in position to capture your top choice.  As a property owner, Unicorn Realty currently has more than 300 small businesses, leasing space, units and buildings, but that is just a portion of some of the relationships in our portfolio.  Let us know what your plans are for the years ahead, whether you are ready to move out of your garage and into your first, private office space or it’s time to sell your property as you transition into retirement, we’ll assist you in your search.  We’ll help you explore all the options for your ideal timeline and your financial goals.

Matt has enjoyed collaborating with fellow B.R.A.G. advisors and new business owners since its inception.  The best part about BRAG as a group is seeing the success of new business leaders and helping — to be a part of it. We hope BRAG can assist you in all avenues of your business growth in the months ahead.

Michael Lawlor

Corporate IT Services and Security

At Netwide Technical Solutions, our goal is to help your business with all of your IT computing and networking needs. We want to be your complete IT care specialists and employ only experts in the field of IT. Any employee visiting on site will come with the most professional outlook and knowledge.


We offer a full host of IT services from Managed Services, Microsoft Software Support, Remote Monitoring, to Business Continuity and Security and AntiVirus solutions and products. Located on the south shore of Boston, MA our management and operating principles are focused around respect, knowledge, and service.

Stacey Coyne

Deposit & Cash management banking solutions / Treasury Management

Stacey Coyne, has 35 years in banking and recently celebrated her 20th anniversary at Rockland Trust.   Over the past 20 years, she has lead teams in Treasury Management Sales and Service, Digital Channels and Retail Banking. She possesses strong expertise in fraud prevention and banking technologies. Currently, Stacey leads the Union Banking team as well as a Treasury Management Sales & Service team ensuring seamless day-to-day operations and exemplary service. Her dedication to excellent customer service and efficient banking operations has consistently help her lead successful teams.

Kristen Shaughnessy

Deposit & Cash management banking solutions / Treasury Management

Kristen Shaughnessy has been working for Rockland Trust for 15 years.  Kristen managed the Randolph Branch for 13 years, where she effectively led her team to achieve outstanding sales and service results.  In 2023, Kristen transitioned to the treasury department bringing with her valuable expertise from working with business customers.  In her current role, Kristen partners with Rockland Trust branches to assist small business customers, providing services to support their banking needs.  Kristen offers a range of services including fraud prevention tools, ACH, remote deposit, sweeps, lockbox services and more.

Kendall Wright

Residential Realtor

Kendall Wright is originally from the North Shore, she graduated from Fisher College in 2007 with her Associates Degree. In 2013 while getting her Bachelors Degree from Suffolk University she realized her dream of moving to Hull, a beautiful ocean front community. In the process of buying their home she built a wonderful relationship with the owner and staff at Charisma Realty even though they represented the seller! She was inspired to get her Real Estate license and become a licensed Broker, working all over the South Shore with buyers, sellers and investors to realize their dreams and achieve their goals. Kendall is a member of the Plymouth and South Shore Associations of Realtors Inc & the Mass Property Information Network.

Karen Stacey

Leadership Training and Coaching

Karen Stacey, PCC is the President and Creative Learning Officer of Kreative Learning Solutions. This venture was built on her love of learning, self-discovery, and commitment to personal growth and development. She is passionate about sharing her commitment to learning with others so that they can reach their highest potential.

Karen founded Kreative Learning Solutions in September 2000 after 20 years of working in various leadership roles, in the areas of operations, finance, property claims, and organizational learning and development. Her educational background, combined with years of hands-on experience in various industries, has equipped her with a diverse skill set and a keen insight into the intricacies of business operations. She is passionate about working with small businesses to help them navigate the challenges of entrepreneurship, capitalize on opportunities, and achieve sustainable growth. She is an accredited Professional Certified Coach (PCC) through the International Coach Federation (ICF).

Kevin Dyer

Business Risk Management / Credit

Kevin is the owner of AP Insurance Group, a regional insurance agency with a specialty in advising businesses on the appropriate coverages to manage the various risks associated with their specific industry. AP Insurance Group represents world class insurance carriers, such as Arbella, Safety, Norfolk and Dedham, Mapfre, Travelers, The Hartford, Amtrust and several others.

Kevin has achieved several acclaimed industry designations across his twenty year career, including the Trusted Risk Advisor, Certified Commercial Lines Professional, Certified Professional Insurance Agent and Registered Health Underwriter.

Jodi Hogan

Business Medical/Health Insurance Plans

Jodi Hogan is a licensed Sr. Account Executive with NFP/HSA Insurance in MA, RI, NH, CT, NY. With over 25 years of experience, Jodi provides guidance and knowledge of employee benefit plans as well as individual lines of coverage. In working with small to mid-size businesses Jodi has acquired a vast knowledge of benefits for her clients. She consults with companies using her extensive insurance experience to help create cost effective and creative ways for business to afford and maintain quality insurance benefits for their employees.

HSA Insurance offers over 200 Medical and Dental Plans available from multiple carriers. With more than 22 million insurance quotes served for New England residents , you will not find better price or knowledge of the marketplace anywhere!

Mark Bross

Business Attorney

Mark A. Bross is a Boston small business lawyer and is the owner of Bross Law, LLC.  Bross Law, LLC provides world-class legal services to businesses in Boston and the South Shore of Massachusetts.  Mark has extensive experience setting up limited liability companies (LLCs) and corporations, creating contracts, and advising businesses about intellectual property and employee issues.  Mark is passionate about helping small businesses proactively prevent and solve legal problems.  Mark helps clients identify proactive solutions that are innovative, cost-effective, and tailored to their small business.

Anna Shea

Bookkeeping Services

Anna Shea is a Bookkeeper located in Scituate Harbor.  Anna’s company focuses on stress free financial management for small business owners.  She offers many different services depending on the needs of each individual business.  Anna is a graduate of Scituate High School and Suffolk University.  She started her accounting career working as an office manager at a busy CPA firm, and continued onto Commercial Real Estate and Asset Management, before starting her bookkeeping business in 2009.  Anna resides in Scituate with her husband and 4 young children.  

Kevin Goodfellow

Business Risk Management / Credit

Kevin Goodfellow, Business Consultant – Growth , Risk Mitigation, Credit Management, Lending Benefits

Core Services: I partner with businesses to help support growth, while mitigating risk. Backed by the worlds largest financial services company, my customers can leverage the worlds largest credit risk database to make fast / informed credit decisions, that are backed with guarantee of payment.

Experience: Sales background as a top performer in 5 different industries, ranging from a startup packaging manufacturer, to large multi-billion dollar corporations. Achieved rookie of the year / diamond club winner. Developed and implemented a sales training program, and a go to market strategy for a startup company. In year 1, my team of 10 brought on 450 new customers and generated over $10mm in revenue.

John Simonetta

Business Broker and Advisor

John has been a strategic advisor in business management for the past twenty years. A former CFO, his career includes Fortune 500 training in 80/20 (the pareto principle) and process simplification – best practices he utilizes as a business advisor. John has owned two service businesses and has a passion for helping business owners succeed.

John brings his career-long practices of integrity, dedication and commitment to serve as a business intermediary with Murphy Business Sales. He believes that people are the most important element of any business and treats all with respect and appreciation.

John holds a bachelor’s degree in accountancy from Bentley University and an MBA in entrepreneurship from Babson College. He lives with his wife south of Boston in Weymouth, Massachusetts. They have two college-age daughters. John loves getting out into nature either camping or hiking, and in the summertime he enjoys getting out into the harbor on his small sailboat.

Ryan Holbrook

Website & Marketing Solutions

Ryan is the founder and CEO of Native Gains, a local agency that offers custom website and marketing solutions to small businesses. Their services include strategy and execution of website design and development, SEO, advertising, CRM/email management, social media, and more.

Kevin has achieved several acclaimed industry designations across his twenty year career, including the Trusted Risk Advisor, Certified Commercial Lines Professional, Certified Professional Insurance Agent and Registered Health Underwriter.

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