Our Team

Our Team

The mission of Canby Financial Advisors is to serve as a trusted advisor by providing our clients with advice, implementation, and ongoing management of their financial strategies, so they can pursue their financial goals and objectives.

Christopher Borden, MBA, CRPS®

President, Financial Advisor

At Canby Financial:

Chris Borden joined Canby Financial Advisors in August 2000. He focuses his practice on developing appropriate investment strategies for both individual investors and participants in company retirement plans.

Working with individuals and families, he strives to understand their personal goals and to implement an investment plan to try to help them achieve those goals.

With his retirement plan clients, Chris works to ensure that a company's retirement benefits are accomplishing the business owners' objectives and meeting fiduciary standards. For the company’s employees, he provides education on the long-term benefits of participating in the plan and suitable investment strategies.

Previous Experience:

Chris has worked in the financial services industry since 1984 and has developed a strong understanding of the financial needs and goals of individuals, families, and business owners. Chris's experience prior to joining CFA included client service, direct sales, wholesaling, and distribution management positions with Fidelity Investments, Allmerica Financial, and New England Financial.

Degrees and Designations: 

  • BA in economics from Carleton College
  • MBA in finance and marketing from Northwestern University's J.L. Kellogg School of Management
  • CRPS® (Chartered Retirement Plans Specialist®)

Chris and his family reside in Sudbury, Massachusetts.

Gosia Bushko, MS

Senior Client Service Manager

At Canby Financial:

Gosia is a senior client service manager at Canby Financial Advisors.

Previous Experience:

Gosia has extensive experience working in the financial services industry. Prior to joining Canby Financial, she worked at AYCO, a Goldman Sachs company in Latham, New York, where she held several positions, including client analyst, client relations administrator, and portfolio administrator. In her previous experience with First Albany Corporation in Albany, New York, she worked in a variety of brokerage operation and internal audit positions.

Degrees and Designations: 

  • Economics at Warsaw School of Economics
  • MS in business administration from University of Massachusetts 

Outside of work, Gosia enjoys traveling, skiing, hiking, and camping with her husband and three daughters.

Darrell J. Canby, CFP®

Founder, Retired

Darrell has more than 40 years of experience advising clients on financial planning, investment, and tax strategies. As a founding shareholder of Canby, Maloney & Co., he has worked with some of his clients since the 1970s. He founded Canby Financial Advisors in 1998. Since the merger of Canby, Maloney & Co. into a national accounting firm in 2002, Darrell has focused his efforts on helping people manage their financial lives.

Degrees and Designations: 

  • BA from University of Buffalo
  • MBA from University of Buffalo

He lives in Franklin with his wife, Laura.

William A. Connell, CFP®, MBA, MSF

Senior Client Service Manager

At Canby Financial:

Bill is a senior client service manager at Canby Financial.

Previous Experience:

Prior to joining Canby Financial, Bill worked at Fidelity Investments, where he held several positions. Most recently, he worked in the Fidelity Institutional Wealth Services division, working with registered investment advisers. 

Degrees and Designations:  

  • BA in economics from Stonehill College
  • MBA from Suffolk University
  • MS in finance from Suffolk University
  • CFP® (CERTIFIED FINANCIAL PLANNER™) professional

Bill lives in Boston, Massachusetts.

Mike Flaherty, CFP®

Relationship Manager

At Canby Financial:
Mike joined Canby Financial Advisors in 2008. He devotes his time to helping clients make sound financial planning decisions, so they can reach their financial goals. Many prospective clients have a few different investment accounts but are unsure of how everything fits together. Mike will help you analyze your situation and put together a financial plan geared to your family’s objectives.

Mike also focuses his efforts on servicing company retirement plans. He will help you design plan features to meet your objectives as the business owner. He can assess your existing plan and help you evaluate whether your plan is being serviced properly and is reasonably priced. He will also help you with employee education meetings.

Previous Experience:

Mike has worked in the financial industry for more than 15 years. Prior to his joining Canby Financial, Mike worked with large institutional accounts, helping clients and plan sponsors manage their retirement needs.

Degrees and Designations:

  • BA in accounting from St. Anselm College
  • CFP® (CERTIFIED FINANCIAL PLANNER™) professional
  • FINRA Series 7- and 66-registered with Commonwealth Financial Network®

Daniel J. Flanagan, CPA/PFS, CFP®, AEP®

Financial Advisor

At Canby Financial:

Dan serves as one of four executive officers and currently as president of the Boston Estate Planning Council, a multidisciplinary professional organization of estate planning attorneys, wealth managers, accountants, and insurance professionals. 

Previous Experience:

For more than 20 years, Dan has used his dual background as a CPA and CFP® to help his clients achieve their financial and life goals by helping to prepare, implement, and manage their financial plans and investment portfolios.

Degrees and Designations:  

  • BS in accounting from the Charleton College of Business at the University of Massachusetts Dartmouth
  • MS in financial planning from the Elkin B. McCallum Graduate School of Business at Bentley University
  • CPA/PFS
  • CFP® (CERTIFIED FINANCIAL PLANNER™) professional
  • AEP®  Accredited Estate Planner® 

Community Involvement:

  • Boston Estate Planning Council, president
  • Financial Planning Association, member
  • National Association of Estate Planners and Councils, member
  • American Institute of Certified Public Accountants, member
  • Massachusetts Society of Public Accountants, member
  • Sudbury Youth Soccer, volunteer coach

Dan lives in Sudbury with his wife and two daughters where they attend St. Anselm's Church.

Chloe Gu

Client Service Manager

At Canby Financial:

Chloe is a client service manager at Canby Financial Advisors. Since joining the firm in 2014, she has developed meaningful relationships with our clients. She enjoys sharing their successes and challenges, as they transition through the stages of their lives.

Previous Experience:

Prior to joining Canby Financial Advisors, she worked in a CPA firm as an intern. 

Degrees and Designations:  

  • BS in fiance from Shanghai University in Shanghai, China
  • MS in finance from Clark University
  • Chloe has passed all three levels of the CFA® program and may be awarded the charter upon completion of the required work experience.

Christopher P. Gullotti, MSFP, CFP®

Vice President, Financial Advisor

At Canby Financial:

Chris joined Canby Financial Advisors in 2003. He works with families and individuals to help them find answers to the questions they have about their money. He brings a big-picture view to each client’s situation and works cooperatively with his clients' other financial professionals, including family attorneys, tax professionals, and insurance advisors.

Degrees and Designations:

  • BS in business administration from the Whittemore School of Business and Economics at the University of New Hampshire
  • MS in financial planning, with high distinction, from Bentley College
  • CFP® (CERTIFIED FINANCIAL PLANNER™) professional

Community Involvement:

  • Foundation for MetroWest, volunteer
  • Boston Estate Planning Council, active member
  • Published in the Journal of Financial Planning, has appeared multiple times on local television, and has spoken to audiences about the role of the financial advisor
  • Actively involved with Sudbury youth sports

Chris, his wife, and three children live in Sudbury, Massachusetts. 

David Jaeger

Client Service Manager

Previous Experience:

David worked at Fidelity Investments as a financial representative, where he assisted investors with their accounts.

Degrees and Designations:

  • BA in History with a minor in writing from Loyola University of Maryland

Outside of work, David enjoys traveling, golfing, and spending time with his family and friends.

Deanna Marchand

Client Service Manager

At Canby Financial:

Deanna is a client service manager at Canby Financial Advisors.

Previous Experience:

Deanna has worked in the financial industry for more than 10 years. She worked at Fidelity Investments, where she held several positions working with registered investment advisors and in management roles in the eBusiness group.

Degrees and Designations:

  • Bachelor’s degree in marketing and computer information systems from Bryant University
  • MS in business administration from Bentley University
  • CFP® (CERTIFIED FINANCIAL PLANNER™) professional
  • FINRA Series 7- and 66-registered with Commonwealth Financial Network®

Community Involvement:

  • Financial Planning Association, member
  • National Association of Personal Financial Advisors, membrers

Deanna and her family reside in Newton, Massachusetts.

Joelle D. Spear, CFP®

Financial Advisor

At Canby Financial:

Joelle brings energy and passion to her role at Canby Financial Advisors, where she helps people navigate their financial planning and investment management needs. Like many of her clients, Joelle enjoys individual, physically challenging activities such as skiing, hiking, and sprint triathlons. But Joelle believes that some challenges—such as making important family financial decisions—are better met with the help of a trained, caring professional.

She works with a broad range of people and particularly enjoys helping young, professional families, corporate executives, those in need of retirement planning, and families with complex charitable giving needs.

Previous Experience:

Joelle joined Canby Financial Advisors in 2014. Her passion for working with individuals and families grew during her 12 years at Fidelity Investments. At Fidelity, Joelle was a senior relationship officer with Portfolio Advisory Services, where she advised many of Fidelity’s wealthiest clients. She also served as a philanthropic advisor.

Degrees and Designations:  

  • BS in business administration from the University of New Hampshire
  • MBA from Bentley University
  • CFP® (CERTIFIED FINANCIAL PLANNER™) professional

Community Involvement:

  • Boston Estate Planning Council, member
  • ProVisors member

Joelle lives with her family in Stow, Massachusetts.

Susan Welton

Office Manager

At Canby Financial:

Susan is the office manager for Canby Financial Advisors. In addition to her administrative duties keeping CFA organized and preparing client and management reports, she assists clients with many client service items, such as updating the status of their accounts, processing asset transfers, and any changes to addresses, beneficiaries, and other account information.

Degrees and Designations:

  • Bachelor’s degree in political science from the University of Massachusetts Amherst.

She and her family reside in Northborough, Massachusetts.