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®, CEP®
Founder
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. “I lived in a world where the lack of freedom to practice your religion, spend your hard-earned money, or even speak your mind without fear was considered ‘normal,’” she says. These experiences inspire her today to help her clients realize that their freedom should fully align with their values. “I want to help give clients the freedom to shape their own lives while strategically planning for their future, so they feel confident with their financial health.”
Beata’s mother set an entrepreneurial example for her by opening her own CPA firm and encouraging Beata to study English and travel. Beata earned her bachelor's degree in business management from the Budapest Business School and moved to Boston.
She’s a CERTIFIED FINANCIAL PLANNER™ practitioner and earned her master’s degree in financial planning from the College for Financial Planning. After working at a major brokerage firm in Boston for more than 10 years, she established Freedom Trail Financial.
Community has always been an important part of Beata’s life. She values the way family and lifelong friends look after each other, and she brings this same perspective to her clients. “I strive to offer my clients not just my financial knowledge and experience, but also my caring and empathy to help them address their unique situation,” she says.
She holds the FINRA Series 7 and 66 securities registrations. Her professional associations include the CFP Board of Standards, the Financial Planning Association (Pro-Bono Committee), the Boston Estate Planning Council, and the Boston Club. Beata also serves as a financial coach for the Dana-Farber Cancer Institute Patient Program and JVS, Boston. She serves on the board of Seeding Labs, a nonprofit with a mission to fight global diseases by empowering scientists in developing countries.
She lives with her husband and English bulldog in Norwell, Massachusetts. They love spending time on the North River, traveling, hiking the White Mountains, attending and supporting local theaters, and skiing. She is also an avid yoga fan and enjoys taking on new adventures such as playing the piano or trying out golf.
Beata has been featured in Boston magazine as a recipient of the 2010, 2011, 2012, and 2016 Five StarSM Wealth Manager Award.*
2010 -2012, and 2016 Five Star Wealth Manager Award, created by Five Star Professional. The 2016 award was presented in December 2015 based on data gathered within 12 months preceding the issue date. 2530 advisors were considered, 632 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
Ali Moscoffian
Client Relationship Manager
Ali joined the Freedom Trail Financial team in 2023. In her role as a Client Relationship Manager, she leads the firm in all client service-related needs. She provides administrative and technical support to the firm, while also ensuring the firm’s day-to-day operations run efficiently.
Prior to joining Freedom Trail Financial, Ali worked in various roles in the financial services industry. In her early career she worked as a trust and portfolio associate at both BNY Mellon and SSGA in Boston. Then, she joined a trading desk supporting portfolio managers at Roxbury Capital Management in California and held positions as an investment analyst and consultant working closely with advisors on client meetings and assisting with portfolio reviews at Greycourt & Co in Pittsburgh, Pennsylvania. In her most recent client service role, Ali worked at an independent wealth management firm in Massachusetts. She earned a Bachelor of Arts degree from Colgate University.
Ali and her family have an adventurous lifestyle; they lived in London and Singapore while their kids were small. In her free time, Ali is passionate about being a leader for her daughter’s Girl Scout troop and she enjoys her kids’ activities let that be watching her daughter perform at a local theatre or spending time at the golf course with her son.
She ultimately loves spending time with her family and cats, attending her local supper and book club, gardening, and yoga.
Diane Mills
Client Service Associate
Diane joined Freedom Trail Financial in 2021 and she provides client service, account opening and maintenance, file organization and documentation and other central problem-solving administrative tasks..
Diane started to work as a bank teller at 19 years old and eventually became a Branch Manager. After spending over ten years in her banking career, she switched gears and became a Client Relations Specialist for a financial advisory firm.
When she’s not doing all she can to help Freedom Trail Financial clients, Diane enjoys spending time with her husband of over 20 years, her three children, and her sweet long-haired chihuahua. Diane and her husband spend a lot of time watching their twins play various sports. As a family they enjoy hiking, bowling, and traveling to Wales and Germany to visit family and friends. Her passion has always been learning about forensic science; she enjoys reading suspense and true crime books. Diane and her family foster animals whenever they can.
Marivic Alvior-Cruz
Director of Marketing and Communications
Marivic joined Freedom Trail Financial in 2021 and leads all our marketing and communication efforts. She is responsible for all educational materials, management of social media and digital platforms, and all aspects of communication outreach. Marivic works closely with Beata to ensure that we are providing our clients with the most up-to-date information.
Prior to joining us, Marivic’s roles included extensive experience in product management with Wells Fargo Bank, where she discovered her passion for marketing. After 13 years with Wells Fargo, she decided to pursue other areas of her life and moved from the Bay Area to Boston. Holding her passion for marketing close to her heart, she honed in on her skills and diversified her experience with MFS Investments Management. She then led the marketing and communication department for Boston University’s Howard Thurman Center during its expansion.
Marivic is also passionate about building women up and empowering them through using clean beauty products. She gets to run a small business with a community of like-minded women, who support each other through the ebbs and flows of life and encourage each other to challenge themselves for their own personal growth.
Marivic was raised in a Filipino-American family of seven. Needless to say, the household was consistently filled with laughter, loudness, and everything in between. She grew up in a very tight-knit family and community, which embodies her values of having authentic relationships. This has always played an integral part of her career, as many of her roles revolved around creating and establishing authentic relationships.
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