BNI Newton Connectors

03/24/2026

Big conversations at our Wednesday 7AM BNI meeting last week 💼☕

Paul Romano of Skyeburst Wealth Management delivered a standout feature presentation that made financial planning feel a whole lot less intimidating (yes… even taxes 😅).

From planning for your first home 🏡
➡️ to checking if you’re on track for retirement
➡️ to creating income in retirement and navigating RMDs

Paul walked us through how your financial strategy should evolve at every stage of life—and why having the right advisor in your corner matters.

One of the biggest takeaways?
👉 It’s not just about growing wealth… it’s about controlling taxes and having a plan.

If you (or someone you know) is:
✔️ Wondering if they’re on track for retirement
✔️ Looking to make smarter investment decisions
✔️ Planning for major life events

Paul is a great resource.

📧 paul.a.romano@ampf.com
📞 617-600-3652

And if you want to be in a room where relationships drive real business, come check out BNI. Givers Gain in action.

03/14/2026

This Wednesday at our 7 a.m. BNI meeting, we heard from Marie Presti, Broker/Owner of The Presti Group, who shared a recap of the 2025 real estate market and insights from the past year.

Marie walked us through the shifts buyers and sellers experienced, what agents had to navigate, and how preparation and strong guidance make all the difference in today’s market.

Her team’s tagline says it all: “We go the extra block.”

If you’re thinking about buying or selling, connect with Marie and her team.

📞 Marie Presti
Broker/Owner, REALTOR® – The Presti Group

617-964-7776 | 617-620-6948

🌐 theprestigroup.com

Curious about BNI and how our Wednesday 7 a.m. networking group works? Send us a message to learn more or visit an upcoming meeting.

03/06/2026

🚨 ACH Fraud is one of the fastest-growing threats to businesses right now.

At our Wednesday 7 a.m. BNI meeting, we heard from Jed Murphy, Branch Manager at the Newtonville branch of Rockland Trust, who spoke about the increasing risks of financial fraud and what businesses should be watching for.

One area Jed highlighted was ACH fraud—which is becoming more common as criminals look for ways to access bank accounts and move money electronically.

Unlike a credit card transaction, ACH withdrawals can sometimes happen without immediate detection, especially if someone gains access to account numbers or login credentials. Fraudsters may attempt unauthorized debits, create fake vendor payments, or compromise online banking access.

Some key prevention tips Jed shared:
🔹 Regularly monitor business bank accounts for unfamiliar ACH activity.
🔹 Set up alerts and transaction controls with your bank.
🔹 Use dual authorization for payments when possible.
🔹 Never send banking information through unsecured email.

The biggest takeaway: Fraud prevention isn’t just the bank’s job—it’s a partnership between businesses and their financial institutions.

If you’d like to learn more about how to protect your accounts or business from fraud risks like ACH scams, reach out to Jed directly:

Jed Murphy
Branch Manager - Rockland Trust
Jedediah.Murphy@RocklandTrust.com

And if you’re curious about the conversations happening at our BNI chapter every Wednesday at 7 a.m., message us to learn more about visiting. We love connecting with other professionals who believe in Givers Gain®.

03/04/2026

This morning at our Wednesday 7 a.m. BNI meeting, we heard from Sam Shoushtarian, CPA, MST of Daniel F. Friel, CPA, PC in Waltham.

With tax season in full swing, Sam shared helpful insights about preparing your taxes, staying organized, and why working with a knowledgeable CPA can help you avoid costly mistakes and unnecessary stress.

He also talked about the One Big Beautiful Bill Act (OBBA) and how recent tax changes may impact individuals and business owners — a reminder of why having a CPA who stays on top of evolving tax laws is so important.

Whether you’re filing personally or managing taxes for a business, having the right advisor can make tax time a lot less overwhelming.

📞 Contact Sam Shoushtarian, CPA, MST
Daniel F. Friel, CPA, PC – Waltham, MA
(781) 890-3150

Interested in learning more about BNI and our philosophy of Givers Gain? Send us a message — we’d love to connect!

02/20/2026

💪✨ At a recent Wednesday 7 a.m. BNI meeting, Brittany Lowey of Evolve Wellness Physical Therapy delivered a 10-minute presentation that was both inspiring and incredibly informative.

Brittany doesn’t just treat injuries — she focuses on helping people truly understand their bodies so they can move better, feel stronger, and live without pain. Her approach is personalized, thoughtful, and rooted in empowering her patients with the tools they need for long-term wellness — not just short-term fixes.

It’s always powerful to hear from professionals who genuinely care about the people they serve. That’s what makes our chapter special — we believe in Givers Gain®. The more we support and refer one another, the stronger our entire network becomes.

If you’re dealing with pain, recovering from injury, or just want to move better and feel better, reach out to Brittany directly:

🌐 evolvewellnesspt.com
🌐 linkedin.com/in/brittany-lowey
📩 brittany@evolvewellnesspt.com
☎️617-383-9225

And if you’d like to learn more about how BNI and the philosophy of Givers Gain® help professionals grow through meaningful relationships, message us — we’d love to connect.

02/20/2026

⚖️🏡 This Wednesday at our 7 a.m. BNI meeting, Joe O’Sullivan of Statera Law delivered a 10-minute presentation that was sharp, practical, and packed with insight.

As a Real Estate Attorney, Joe is the steady hand at the closing table. He walks clients through contracts, negotiations, title issues, and all the fine print that most people don’t realize can make or break a transaction. Calm, detail-oriented, and always thinking ahead — exactly who you want protecting your investment.

It’s always great seeing professionals clearly explain the value they bring to buyers, sellers, agents, and lenders alike.

If you need an experienced real estate attorney, reach out to Joe directly:

📩 joe@stateralaw.com
🌐 stateralaw.com

And if you’re curious how BNI helps professionals build strong referral relationships (yes, even at 7 a.m. 😄), message us — we’re happy to share more.

02/20/2026

🎨🔧 Recently at one of our Wednesday 7 a.m. BNI meetings, Edwin Nunez of The Boston Painter delivered a 10-minute presentation that was equal parts fun, insightful, and seriously impressive.

Edwin doesn’t just “paint.” He approaches every project like a surgeon — precision, preparation, protection, and a flawless finish. 🩺🖌️ The level of care he brings to his work shows in the details most people never even see.

It was a great reminder that true professionals don’t cut corners — they perfect them.

If you’re thinking about interior or exterior painting and want it done right the first time, reach out to Edwin directly:

📩 Edwin@thebostonpainter.com
🌐 thebostonpainter.com

And if you’re curious about how BNI helps local professionals grow through relationships and referrals, message us — we’d love to share more. 🤝✨

02/01/2026

BNI Newton Connectors This Week -

Log in to your BNI Connect account here with your login info. Click the "My BNI Business" link at the left navigation. At the bottom of the page you can click links to submit TYFCB, referrals, one-to-ones and CEUs.

11/19/2025

BNI Member Spotlight:

Deb Frank holds the mortgage seat at BNI Newton Connectors. Here’s a sped-up look at her 10-minute BNI presentation — which is fitting, because anyone who knows Deb knows she talks fast enough in real time 😅💨

In today’s presentation, Deb highlighted Metro Credit Union’s nonconforming 30-year fixed-rate product, a powerful option for a homebuyer who may not fit neatly into traditional lending programs. Her passion for educating and advocating for new buyers always shines through, and she continues to be a trusted resource for families looking to achieve homeownership.

📍 Contact Information

Deb Frank
VP, Mortgage Relationship Manager
Metro Credit Union
📞 781-727-5299
📧 dfrank@metrocu.org

If you’d like to meet dedicated professionals like Deb, consider visiting our BNI chapter and experiencing the energy and support of referral networking. 🙌✨

11/19/2025

✨ BNI Member Spotlight! ✨

Earlier this month we heard from Sam Shoushtarian, CPA, MST, Tax Manager at Daniel F. Friel, CPA, PC, who gave us a clear and practical look at how smart planning can make taxes, audits, and accounting far less stressful.

Sam focuses on Tax Planning & Compliance, helping clients stay ahead of constantly changing tax laws and finding legal, strategic ways to minimize tax burdens.

He also provides Auditing Services across a wide range of industries — including healthcare, construction, service companies, retirement plans, real estate partnerships, and nonprofits.

His Accounting Services support real estate managers, investors, restaurants, medical practices, service industries, and more through compilation and review work.

Sam also assists with Estate Planning, helping clients preserve wealth and use the right trust structures to benefit future generations.

📍 Contact Sam Shoushtarian, CPA, MST
Daniel F. Friel, CPA, PC
404 Wyman Street, Suite 380
Waltham, MA 02451
📞 (781) 890-3150
📧 sam@frielcpapc.com

Want to connect with experienced professionals like Sam? Visit our BNI chapter and see how relationship-driven networking can grow your business. 🙌✨