Worcester Business Journal

34 Worcester Business Journal | August 17, 2020 | wbjournal.com fallonhealth.org Congratulations Arpa Gonzalez on being named to the 21 st class of Worcester Business Journal's 40 under 40! Your professionalism and commitment—and that of past 40 under 40 recipients from the Fallon family—is an inspiration to all of us. You keep us moving forward. Together. Paturzo is a certified financial planner professional, who has established herself as a valued resource to the clients she serves. She worked for Bank of America since the age of 18, and in 2015 became a financial advisor within Merrill Lynch, working for The Shiely Group in Worcester. This year marks 20 years of her helping families and clients with her financial guidance and support in retirement, college planning, and other life events. Paturzo has introduced more than 40 client families to The Shiely Group. She has a passion for building a financial plan for her clients and using plan as a benchmark for success. Paturzo is in her fourth year as a member of the speaker committee at the MetroWest Conference for Women, the social media and website management chair at the Hopkinton Women's Club, and a member of the steering committee at the Power of Women organization within the Worcester Regional Chamber of Commerce. The impact Paturzo has on her community has been made through donating her time to Worcester County Food Bank, American Red Cross blood drives and the Worcester County Walk to End Alzheimer's. - R.G. What four people would you like to travel with for a year? Mark Cuban, Abraham Lincoln, Mikaela Shiffrin (I'd love to ski with her!) and Amelia Earhart How do you like the pandemic-induced, work-from-home life? While I cherish spending extra time with my husband and baby, I miss interacting with clients and colleagues. At the office, we put our heads and hearts together for clients. What is your immediate next goal in life? To continue my family focus: my own and those of my clients. As a loving wife and mother, I extend myself naturally to clients' parents and children. Marie Paturzo, CFP, 38 Financial advisor Merrill Lynch, in Worcester Residence: Whitinsville Birthplace: Hopedale College: Framingham State University In his home country of the Dominican Republic, Luna worked at an Army hospital and in pharmaceutical sales while completing his business degree at night. When he, his wife and young daughter arrived in the U.S. in 2010, he initially struggled to land job interviews and find work. In a short time, he started as a personal banker at Sovereign Bank, and he hasn't looked back. He quickly found roles with increasing responsibilities in services, collections and branch management. Today, Luna is an assistant vice president and an area manager for Workers Credit Union, which he joined in 2019. It has been at Workers Credit Union where Luna has helped create and launch a new guide for the credit union's mission called the Workers Way, and early this year he opened the firm's first Worcester branch. The branch is one of two, along with another in Hudson, that has what's called a PlanIt arrangement, which gives customers one-on-one financial planning. Giving financial guidance isn't something limited to his working hours. He's taught educational seminars on elder financial abuse at Whitney Place in Westborough, an assisted living center, and worked with Save for America, a group helping kids save money. - G.W. What aspect of pre-pandemic life did you take for granted? In-person contact with loved ones. A big part of being human is to live in a community, and your family becomes that first step to develop yourself as a social being. Who is most responsible for your success? My mother. She is the strongest person I know; she taught me and my siblings to be strong and self-dependent. What will the statue they eventually build of you say? He wanted to help create a better world for all. Johan Romero Luna, 38 Assistant vice president & area manager Workers Credit Union, in Worcester Residence: Grafton Birthplace: Santo Domingo, Dominican Republic College: Instituto Tecnologico De Santo Domingo 4 0 U N D E R F O R T Y

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