Hingham
Proudly Serving Massachusetts
Hingham
50 Derby St
Suite 240
Hingham, MA 02043


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Your Hingham Team
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Elisabeth Talbot
CFP®, CPA
Senior Wealth Advisor
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Jack Baird
MBA
Senior Portfolio Manager
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Lori Deane
JD
Senior Wealth Advisor
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Stephen Stelljes
JD, CFP®
Senior Wealth Advisor
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Scott McDonald
CFP®, MSFP
Senior Wealth Advisor
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Jeffrey Craig
CFP®, EA
Senior Wealth Advisor
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Jay Lupica
JD, AEP®, CTFA
Senior Wealth Advisor
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Erin Manganello
CFP®
Senior Wealth Advisor
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Brandon Arnold
Associate Wealth Advisor
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Jake Gremza
Associate Wealth Advisor
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Patricia (Patty) Cunningham
Client Service Manager
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Brittany Carr
Senior Associate, Tax Operations
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Patrick Donnelly
CFP®
Senior Wealth Advisor
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Terri Feeney
CPA
Chief Financial Officer
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Laura Glennon
Associate Wealth Advisor
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Marie Grassey
Manger, Client Service
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Vincent Gratch
Deputy Chief Compliance Officer, Legal Counselq
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Maria Bardales
Client Service Associate
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Michael Higgins
Senior Tax Manager
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Amy McMaster
Managing Director, Client Service and Operations
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Jonathan Thrun
CMT
Senior Portfolio Manager, Director of Fixed Income
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Cheryl Wilkinson
CFP®
Senior Wealth Advisor
Enjoy some of our latest resources
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February 05, 2025
Two-Minute Market Focus
In this episode, Todd Jones of Focus Partners’ Investment Strategy team provides an update on the market, discusses how stocks are reacting to the changing tariff policy, and shares his thoughts on U.S. exceptionalism.
Listen to the podcast -
February 04, 2025
Tax Planning Strategies for 2025
Chief Planning Officer Jeffrey Levine will share insights on last-minute tax strategies for 2024 and provide a framework for addressing key tax planning priorities in 2025.
Watch the video -
February 03, 2025
You Just Received an Inheritance. Now What?
Losing someone we love is heartbreaking, yet such a storm may also come with a silver lining in the form of an inheritance. This article looks at some ideas for individuals to consider after receiving an inheritance.
Read the article