Meet the Team

Rely on Our Knowledgeable Team

We serve many professionals and families working in the life sciences sector because we share their passion for helping to make lives better. Our team strives to advise you on financial planning strategies that align with your values. We establish long-term and meaningful relationships by offering a supportive, knowledgeable, and empowering environment.

Beata Dragovics, CFP^®, MSFP^®

Founder | Wealth Advisor

Growing up in a small town near Budapest, Hungary, and living through two regimes behind the Iron Curtain gave Beata a unique perspective on freedom. These experiences inspire her today to help her clients realize that their freedom...

Ali Moscoffian

Wealth Advisor

Ali joined Freedom Trail Financial as a Client Relationship Manager. She leads all client service-related efforts, provides critical administrative and technical support, and ensures seamless day-to-day operations for the firm. Her...

Vincent Lien

Client Experience Associate

Vincent oversees the client service experience at Freedom Trail Financial, ensuring clients receive personalized, responsive, and seamless support. From opening new accounts and coordinating transfers to handling day-to-day service...

Mitch Grace

Advisory Support Coordinator

Mitch provides essential administrative and operational support to the Freedom Trail Financial team, helping ensure day-to-day activities run smoothly and efficiently. From coordinating schedules and managing client communications to...

Marivic Alvior-Cruz

Director of Marketing and Communications

Marivic is leading the firm’s marketing and communication strategies. She oversees the creation of educational materials, manages social media and digital platforms, and directs all communication outreach efforts. Working closely with...

Interested in learning more? Schedule a consultation today to see how we can help you with all your financial needs.