People. Perspective.
A More Connected Path Forward.
We believe meaningful financial planning starts with understanding the person behind the numbers.
“Greater clarity today. A more meaningful tomorrow.”
Different Backgrounds.
A Shared Belief.
We founded Atlas Arbor to help individuals, families, and business owners navigate the opportunities and complexities that come with wealth. Our goal is to provide a planning experience that is comprehensive, coordinated, and deeply personal, one that brings clarity today and helps create more possibilities for tomorrow.
By taking the time to understand what matters most, we can help you make thoughtful decisions, stay ahead of what’s next, and build a plan that evolves with you through every season of life.
Our Advisors
Experienced Guidance. A Personal Approach.
We bring different strengths and perspectives, united by a shared commitment to helping our clients build greater clarity, confidence, and possibility around their financial lives.
Evan Allaire
Financial Advisor
Evan helps individuals and families navigate the transition from building wealth to using it with purpose.
He focuses on creating thoughtful retirement income and distribution strategies designed to support lifestyle, manage taxes, and preserve flexibility and control for the years ahead.
Known for his ability to see and articulate the bigger picture, Evan helps clients understand how the individual pieces of their financial lives work together, so they can make informed decisions with confidence and feel prepared for what comes next.
Natalie Muchnick
Financial Advisor
Natalie believes every meaningful financial plan begins with a person’s story.
Before discussing investments, retirement, or taxes, she takes the time to understand what matters most: her client’s values, aspirations, concerns, and the life they want to create.
She is especially passionate about partnering with women, entrepreneurs, and business owners who want to take greater ownership of their financial futures. By making complex financial concepts approachable and connecting financial decisions to a broader life vision, Natalie helps clients build wealth with greater clarity, confidence, and intention.
Our Extended Team
Planning Specialists
Through our partnership with Commonwealth Financial Group, Atlas Arbor has access to additional planning and investment specialists.
Ryan Gatliff
Client Experience Manager
Ryan brings a people-first mentality to every part of the client experience. Working both behind the scenes and directly with clients, he helps ensure every interaction feels thoughtful, organized, and personal. Ryan believes that while financial planning may be sophisticated, your experience should feel simple, personal, and cared for. By anticipating needs and managing the details, he helps clients feel supported throughout their relationship with our team.
Emily Irvine
Associate Investment Operations Coordinator
Connor Rulnick, MBA, AIF
Senior Analyst
Todd Seresky
Investment Planning Strategist
As an Investment Planning Strategist at Commonwealth Financial Group, Todd works with clients to help them achieve their financial goals while supporting advisors in understanding the investment landscape and identifying potential solutions.
Prior to his current role, Todd worked at Bank of New York Mellon as an Associate Wealth Manager, overseeing more than $1 billion in assets under management. He also worked at Fidelity Investments as an Internal Wholesaler, selling Fidelity’s mutual funds, 529 plans, and retirement products to financial advisors, generating over $300 million in mutual fund sales. Todd received his Bachelor of Science in Finance from Lehigh University in 2012 and his MBA from Babson College in 2022. He holds Series 7, Series 63, and Massachusetts Life and Health licenses.
Chelsea Brochu
Estate Planning Strategist
As an Estate Planning Strategist at Commonwealth Financial Group, Chelsea focuses on meeting the needs of affluent families in the private banking and wealth management space. Previously, she served as a Senior Client Experience Manager at Key Private Bank in Connecticut, where she was responsible for the overall delivery of plans for high-net-worth clients across a team of investment, fiduciary, and planning strategists. Chelsea’s holistic approach centers on the client, ensuring efficiency both during and after the client’s lifetime, with a special focus on preserving peaceful familial relationships throughout the process.
She is a graduate of the University of Vermont and the Western New England University School of Law.
What Guides Us
The way we work matters just as much as the strategies we build.
Our values shape how we think, how we work together, and the experience we strive to create for every client.
- 01ClarityMake complexity understandable.We make complex financial decisions understandable, actionable, and connected to the bigger picture.
- 02CuriosityAsk before assuming.We ask thoughtful questions and seek to understand the person, family, or business behind the numbers.
- 03PartnershipBetter outcomes through collaboration.We believe better outcomes are built through collaboration, open communication, and trusted long-term relationships.
- 04IntentionBuild wealth with purpose.We believe wealth should be built with purpose, creating greater choice, opportunity, and impact over time.
- 05StewardshipThink beyond today.We look past the next decision to the long view, caring for what you have built so it can serve your family, your business, and the people who come after you.
Our Commitments
A Relationship Built Around You.
We are committed to providing a planning experience that is comprehensive, highly personalized, and built for the long term. These commitments guide how we work with our clients and what you can expect from us.
01Clarity in Complexity
We simplify the complex, bringing structure and understanding to the many pieces of your financial life.
02Advice Built Around You
Your goals, values, and circumstances shape our recommendations, not a one-size-fits-all approach.
03Partnership for the Long Term
We are here for what’s next, providing ongoing guidance through every stage of your financial journey.
Start a Conversation
Let’s build a financial plan around the life you’re building.
Boston, Massachusetts