Wellesley - Worcester St
Proudly Serving
Wellesley - Worcester St
93 Worcester St
Wellesley, MA 02481


Your Wellesley Team
Kelli Adams
CFP®, EA
Senior Wealth Advisor
Robert Bodio, Jr.
JD
Senior Wealth Advisor
Michael Borzi
Associate Wealth Advisor
David Brodsky
CPA, CDFA®, MBA, JD
Senior Wealth Advisor
Carol Cassoli
Associate Wealth Advisor
Ryan Clancey
CPA
Associate Wealth Advisor
Jim DaSilva
Senior Vice President, Client Development
Kathi Downing
Client Service Associate
Iman Farimani
JD
Associate Wealth Advisor
Laura Grosser
Client Service Associate
Lisa Guinard
Client Service Associate
Christina Hurley
Client Service Associate
Phil Jameson
CPA, MBA, MST
Senior Wealth Advisor
Robert Knight
CPA
Associate Wealth Advisor
Anthony Kosinski
JD
Wealth Advisor
Heidi Lynch
Client Service Manager
Heather Mahoney
JD
Managing Director, Wealth Management
Marissa Malone
JD, MBA
Wealth Advisor
Stephen Marsters Jr.
JD
Wealth Advisor
Tracy Mattuchio
Client Service Manager
Michael Merrigan
Associate Wealth Advisor
Ron Minassian
MBA
Director, Portfolio Implementation
Barry Morgan
JD, MBA
Senior Wealth Advisor
John Murray
JD
Senior Wealth Advisor
Darren Norton
Senior Wealth Advisor
Tim Pinch
JD
Senior Wealth Advisor
Joseph Pottackal
Associate Wealth Advisor
Tyler Rich
CPA, MBA
Wealth Advisor
Eric Rosenberg
JD, MBA
Senior Wealth Advisor
Matthew Ryan
EA, CFP®, MSF
Senior Wealth Advisor
Adam Silvey
JD
Senior Wealth Advisor
Jeffrey Tancreti
JD
Wealth Advisor
Hillary Tipping
Client Service Associate
Roger Wade
JD
Senior Wealth Advisor
Enjoy some of our latest resources
July 15, 2025
Quarterly Investment Commentary: July 2025
After a shaky start to the second quarter—fueled by tariffs, weak consumer confidence, and volatility—markets ended notably higher. The quarter reinforced a familiar theme: political shocks make for good headlines but rarely shift market direction over the long run.
Read the articleJuly 15, 2025
What Impact Could Oil Prices Have on Investors?
Oil prices have fluctuated in recent weeks as tensions in oil-producing regions have raised concerns about global energy supply. While such conflicts historically triggered sharp market reactions, today’s economic landscape tells a different story. In this video, Focus Partner’s Jason Blackwell explores why oil's influence on investors has diminished over time.
Watch the videoJuly 09, 2025
One Big Beautiful Bill: A Summary for Tax Planning
The recently passed tax and spending package includes several notable changes that could have significant tax implications for your financial plan. Whether you’re focused on wealth preservation, retirement, or generational planning, here’s a quick look at some of what’s staying the same, what’s changing, and what’s completely new.
Read the article