617.209.2224

CLIENT PORTAL

Meet the Dedham Team

 

 

BENJAMIN BECK, CFP®

MANAGING PARTNER /
CHIEF INVESTMENT OFFICER

JAMES BODE

MANAGING PARTNER
 

ANGEL WILLIAMS

DIRECTOR OF CLIENT RELATIONSHIPS
 

VINCENT SAVIO

DIRECTOR OF OPERATIONS, NEWPORT

JOSH PLOSKER

DIRECTOR OF STRATEGIC PARTNERSHIPS
 

MEG CURRY, CFP®

DIRECTOR FINANCIAL PLANNING /
OPERATIONS SUPPORT

SARA DALY

PORTFOLIO OPERATIONS ASSOCIATE
 

HALEY PENCE

CLIENT RELATIONSHIP ASSOCIATE
 

JANE EVELYN, CFP®

FINANCIAL ADVISOR

ERIK BECK

FINANCIAL ADVISOR

ANDY MARTONE

DIRECTOR OF INSTITUTIONAL RELATIONSHIPS

JEFF MCCORMICK

FINANCIAL ADVISOR

JETHRO KOLLIE

FINANCIAL ADVISOR

Ashley Cotler

Client Relationship Associate

BRIAN WICKETT

FINANCIAL ADVISOR

MATT MORIZIO

FINANCIAL ADVISOR

Steven Dean

Chief Compliance Officer

Dionna Poluch, CFP®

Client Relationship Manager/Team Lead

Anthony Mitrano

Trader

Christie Markham

Client Relationship Manager

Ian McConnell

Client Relationship Associate

Emma Leahy

Executive Assistant

Haley Sayre

Executive Assistant

ALIGNED WITH YOUR INTERESTS

Not only are our advisors CERTIFIED FINANCIAL PLANNER™ professionals, in addition we belong to the National Association of Personal Financial Advisors (NAPFA), the country’s leading professional association of Fee-Only financial advisors-highly trained professionals who are committed to working in the best interests of those they serve. There are currently only 1500 advisors in the country (Source: napfa.org) who provide high-quality, long-term financial planning and access to a full range of financial services-but without the influence of commissions.