Concord, MA

Address30 Monument Square, Suite 135, Concord, MA 01742
Primary Services
Business Insurance & Risk ManagementPersonal InsurancePrivate Client Insurance
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Connect with a OneDigital Team Near You

OneDigital acquired McWalter-Volunteer back in 2024, underscoring our commitment to expanding its service offerings and enhancing its P&C presence across the country.

Since 1907, McWalter has provided specialized property and casualty, life and benefits insurance solutions to Massachusetts communities with offices in Concord, Andover, Danvers, and Maynard. With over 4,500 clients, the team continues to provide personalized attention to its valued families and businesses to help protect their most important assets.

At OneDigital, we bring together a national team of experienced professionals who fiercely advocate for businesses and individuals to achieve their aspirations of health, success, and financial security. We provide trusted advice, products, and solutions — delivered by one coordinated team and backed by one purpose: helping those we serve do their best work and live their best lives.

Massachusetts Leadership

Laura Ahern
Laura Ahern
Executive Vice President, Massachusetts
Stephanie Bettinelli
Stephanie Bettinelli
Managing Principal, Human Resources Consulting Services
Jim Horrocks
Jim Horrocks
Senior Vice President, Wealth Management
Craig Iverson
Craig Iverson
Growth Leader, Massachusetts
Jake Obar
Jake Obar
Regional Vice President of Sales, Property & Casualty
Bill Burbine
Bill Burbine
Senior Vice President, Private Client Practice
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Comprehensive Coverage for What Matters Most
We take a holistic approach to protecting both your business and your people. Our property and casualty solutions help organizations identify exposures, mitigate risk, and minimize losses related to property damage, liability, and business interruption—providing greater stability and peace of mind. At the same time, our personal insurance offerings are designed to protect what matters most outside of work, with home, auto, and umbrella coverage that helps individuals feel prepared for life’s unexpected moments.

 

INDIVIDUALS & FAMILIES

Private Client Insurance

Our proactive, personalized approach provides peace of mind for your family, property, and future.

Explore Our Private Client Solutions
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Our Solutions

Tailored solutions that strengthen the health, financial security, and success of people and organizations.

Personal Financial Services

Wealth Management

Financial guidance built around your goals, your journey, and your life. We help you align resources, ambitions, and priorities—so you can navigate life’s milestones with confidence and build lasting financial well-being.

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Insurance

Personal Insurance

Protect what matters most with tailored personal coverage. From home and auto to umbrella insurance, our advisors help safeguard your lifestyle and assets—so you can feel secure no matter what life brings your way. 

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Personal Financial Services

Financial Education & Guidance

Build confidence and clarity at every stage of your financial journey. Through interactive learning, personalized resources, and timely events, we empower individuals to make informed decisions—helping to build lasting financial security.

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Healthcare

Medicare Advantage

Explore your healthcare options with guidance you can trust. We help you navigate Medicare Advantage, supplemental, and prescription coverage with clarity—so you can make informed choices that fit your health and budget.

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Personal Financial Services

Private Client

Sophisticated wealth strategies for individuals and families with complex needs. Our Private Client team delivers a level of strategy that streamlines complexity, protects your legacy, and gives you the confidence to focus on the life you choose.

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Personal Financial Services

Executive Planning

Turn complex business transitions into clear, actionable plans. We help entrepreneurs and business owners address the personal, tax, legal, and financial considerations of selling or transferring a business—ensuring a smooth succession and protecting long-term wealth.

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Let’s build a plan that helps you live well—today and tomorrow.
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Connect With Us

Have a question or a goal in mind? We’re ready when you are.

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