Our team has more in common with our clients than with the industry.

We think we’d be a good fit if any of these words describe you.

At Bond Financial Group, we work best with those who share these traits with us.

Optimist

You always look on the bright side and believe that you can do anything you set your mind to.

Explorer

You are fearless, decisive and confident because you know your best years are still ahead of you.

Dreamer

You love to dream big – whether it’s in regard to how you take care of your family or just live the life you want to live.

Meet Dylan Bond

Dylan is our Founder and President. He founded Bond Financial Group with a simple mission: to protect and empower our clients. Over his 27 years in the industry, Dylan has been committed to empowering people at or near retirement to organize their finances and create a personalized Empowered Retirement Plan™ that is measurable and manageable so that they can focus on maximizing their retirement years and delivering a legacy for their families and charitable organizations.

When he’s not guiding our clients along their Empowered Retirement Journey™, Dylan is an avid outdoorsman, enjoying snowmobiling, hunting, and golf. He lives in East Longmeadow, MA, with his wife, Sandy, and his children, Grace, James, and Lila.

Schedule a meeting today

Wanda Fontanez

Director of Client Services
Wanda's Bio

Jeremy Stefanik

Investment Advisor Representative
Jeremy's Bio

Sandy Bond

Event Coordinator
Sandy's Bio

Amy Longmoore

Operations Manager​
Amy's Bio

External Support Team

We have made strategic decisions to form partnerships with professional teams that add efficiency and reinforce our commitment to you.

Operations/Services

Sherine Chan

Chief Operating Officer

Eric Hanslits

Service Team Manager

Investment Management

Ryan Long, CFA®

Director of Investments

Matt Fleming

Director of Portfolio Data

Mike Whisehunt

Senior Trading Manager

Focus Point Solutions is our back office team that provides daily support to our staff through:

  • Administrative and account service activities
  • Technology coordination
  • Investment research
  • Trading activity

(FPS employees are not employed nor affiliated with our advisory firm)

Your dream retirement doesn't plan itself. Take the first step today.

Wanda Fontanez

Director of Client Services

Wanda has over 20 years’ experience in the finance industry, having worked for over 10 years at MassMutual in the brokerage department and for three years at Wealth Technology Group as an independent advisor before joining BFG in February 2013. Wanda lives in Springfield, MA, with her two daughters, Celyna and Kasandra, and her granddaughter, Allyse and grandson, Caleb.

When she’s not stunning our clients with exceptional, personalized service, Wanda enjoys spending time with her family and friends, traveling, swimming, crafting, event coordination, and riding her motorcycle.

Jeremy Stefanik

Investment Advisor Representative

Jeremy joined BFG in May 2021 while attending Eastern Connecticut State University, soon after graduating with a B.A. in business administration. Jeremy is on the board of directors of the Shaker Pines Lake Association (S.P.L.A.) and serves on the property committee. He became the association’s treasurer in June 2023.

When he’s not ensuring BFG is thoroughly prepared to meet our clients’ needs, Jeremy enjoys spending time with his friends and family, playing tabletop games, and relishing lake life.

Sandy Bond

Event Coordinator

Sandy grew up on the south shore of Long Island, NY and lived there through early adulthood. She went to school for fashion retail merchandising and spent many years working in the industry before moving on to tackle the toughest job of all: full-time mom! She and Dylan met in 1996, married in 2000, and settled in East Longmeadow, MA to start their family.

When she’s not planning extraordinary events for our clients, she enjoys being active in the community, reading, gardening, decorating, and spending time with family.

Amy Longmoore

Operations Manager

Amy brings over 30 years of experience in business management and development, human resources, and communications. Prior to joining BFG, she successfully operated as an independent business owner, where she managed operations and led project management for small businesses. She is also a Co-Founder of a nonprofit organization and holds a degree in Business Management and Administration.

Amy lives in East Longmeadow, Massachusetts, with her husband, Steven, and their children Tanner, Sierra, and Aspen. She enjoys spending quality time with her family, participating in outdoor activities, and assisting others through her nonprofit organization.