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How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Aidan V. Arone

Financial Representative

(781) 292-3224

Helping Enable Your Financial Climate to be Stress & Worry FreeAidan officially joined The Bulfinch Group in June 2023 after interning the summer of 2022 and performing varying talent acquisition research in 2021. His desire is to...

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Alex Burns

Financial Advisor

(781) 292-3100

Distilling complex financial decisions – to help you create a plan for meeting your financial goals and guide your progress along the way. Alex joined The Bulfinch Group in June 2023 and works closely with individuals,...

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Amy Lampert


Amy Lampert has over twenty-five years of management experience in the financial services industry, in roles ranging from financial advisor to executive management roles in Product Development, Human Resources, and Marketing with...

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Andrew Guyton

Andrew works closely with individuals, families, and businesses to help them develop and achieve financial independence. Andrew’s comprehensive approach helps his clients build wealth by debunking common financial myths,...

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Andrew Altenbach, CExP™ RICP® 

Managing Director | Financial Advisor

(617) 762-8356

Providing Sustained Guidance to Families and Small Businesses I believe everybody deserves the opportunity to understand how all realms of their financial life work together and to build solid financial strategies. My team draws on...

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Andrew Kingston

Investment Operations Administrator

(781) 292-3220

Andrew joined The Bulfinch Group in July 2022. In his role, he supports the PAS/Investment Operations team. His primary responsibilities include:Review, process and follow up on various brokerage and non-brokerage account requests...

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Ari Stonehill, CLTC®


Most clients come to me feeling either stressed, overwhelmed, or confused about what they should be doing, or they simply lack true confidence in the planning they have done to date! The vast majority of people I meet have relied on a...

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Barry Zimmerman

Wealth Management Advisor/Investment Specialist


Barry Zimmerman is a Financial Advisor with The Bulfinch Group. He provides comprehensive wealth planning services to individuals, families, owners of closely-held businesses and professionals...

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Benjamin Clark

Financial Representative

(781) 292-3244

Helping Young Professionals Optimize Their Financial Goals Benjamin joined The Bulfinch Group and works closely with individuals and young professionals to help develop and achieve mid and long-term financial goals. With a passion for...

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Bob Furlong, CExP™

Wealth Management Advisor


I am committed to making sure that my clients have the most outstanding life possible. I provide them with a real world understanding of their financial health in order to alleviate stress and improve quality of life. I insure that my...

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Robert A. Canter


“I dedicate myself to making the lives of those I work with more fulfilling, joyous and prosperous - to understand the hopes, dreams and aspirations of the individuals, families and businesses I serve.”,,,

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Boris Lokshin, PhD, ChFC®

Financial Advisor


Boris Lokshin, PhD, ChFC®, has over 30 years of financial and management experience. He specializes in assisting clients with personal planning, acquiring investments, insurance and developing pension plans. Among his clients are...

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Brad R. Champion, MBA, ChFC®

Financial Coach


Brad and his team help design and implement financial strategies for individuals, families, and small business owners that seek to maximize wealth and protection, reduce risk, and help them make financial decisions from a position of...

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Brian P. McGrath


My practice is built on the belief that everyone deserves the opportunity to be able to ask questions about their relative financial world. My family never had that opportunity when I was growing up, and as a result, I saw money as the...

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Bryce Shaw

Bryce earned his MBA from the Universithy of New Hampshire as well as his undergraduate degree, with a concentration in Analytical Economics. While at UNH, he played football. Bryce resides in Raynham, MA and likes to lift weights and...

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Caroline Bonnar Christiano, MBA

Director of Marketing

Caroline Christiano serves as The Bulfinch Group’s Director of Marketing working closely with the firm’s Financial Representatives and the management team on marketing goals and objectives. Caroline develops comprehensive...

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Carolyn D'Addario, M.A.

Leadership Services Coordinator

(781) 292-3250

Carolyn joined The Bulfinch Group in March 2024 as the Leadership Services Coordinator. In her role, she supports the Associate General Agent and Managing Directors with logistics and administration of the development programs, client...
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Carter Cousins

Financial Representative

(781) 292-3270

Helping Individuals Understand Their Financial WorldCarter Cousins joined The Bulfinch Group in 2024 as a Financial Representative. He works closely with young professionals and families to help develop and achieve mid and long-term...
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Christie Syner

New Business Case Manager

(781) 292-3255

Christie Syner is a New Business Case Manager. In this role, Christie handles the processing of Life and Disability applications following the underwriting process from the point of submission to delivery and placement of...

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Christopher Cadman

Christopher, a rising senior at UMass Amherst, is pursuing his undergraduate degree in Finance. A Grafton, MA resident, he enjoys playing tennis in his spare time. 
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Christopher Mackey

Financial Representative

(781) 292-3148

Helping Enable Your Financial Climate To Be Stress & Worry FreeChris joined The Bulfinch Group in November 2023. After graduating from college, he worked for Cisco in varying corporate technology sales roles. Chris is now...

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Darren Violette, ChFC®, CLU®, RICP®, ChSNC® , CEPA® 

President | Profectus Financial Partners

(774) 573-2256

I am the President of PFP and lead the firm’s Wealth Management practice as well as the firm’s planning practice for pre-retirees and retirees. Since 2003, I have been committed to serving clients and families. I am an avid...

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David P. Mercadante, MBA

Agency Control Officer

David joined The Bulfinch Group in July 2011 as the Agency Control Officer (ACO) after spending the previous five years as a Senior Examiner with FINRA. His role is to manage the compliance program, establish risk based controls, and...

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Dick Howell, MBA


I am committed to helping my clients achieve their financial goals, as I have done for my family. After a 25+ year corporate career, culminating as a Vice President for a Fortune 500 company, I have transitioned my focus to helping...

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Donald Gilmore


A special tribute to our beloved Director of Operations Donald Gilmore, who inspires us every day by reminding us all to be our best, do what we love and to make it a great day. Sorely missed and never forgotten.
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Dorsy Hayes

Director of Accounting

(781) 292-3228

Joining The Bulfinch Group in 2002, Dorsy serves as Director of Accounting. In this role, she is responsible for managing all financial efforts and functions of the organization including preparing monthly financial statements. She...

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Douglas Hall

Director of Employee Benefits


Doug is the Director of Employee Benefits, and oversees all aspects of Client Services. He specializes in working with clients on a daily basis to meet their service expectations and provide employee benefit service resolutions. He...

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Douglas Reiss

Director of Talent Acquisition

(617) 921-6827

Doug joined The Bulfinch Group in 2011 as the Director of Talent Acquisition, serving as a model member of the community who empowers entrepreneurial professionals who are looking for the right career. Doug's experience in integrated...

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Dylan B. Grocer, CFP®

Managing Associate | Financial Advisor

(508) 374-9852

Impacting Leading Professionals | Optimizing Your Financial World Dylan Grocer is a Managing Associate and Financial Advisor at The Bulfinch Group. Born in Boston and attended the University of New Hampshire where he earned a B.S. in...

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Ellie McCoy

Executive Talent Acquisition Specialist

(781) 292-3230

Ellie joined the firm in July 2023 as an Executive Talent Acquisition Specialist, working closely with the Talent Acquisition (TA) team in Needham. In her role, she is responsible for assisting the TA team to source candidates for the...

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Fawn Sherman

Director of Operations

(781) 292-3233

Fawn re-joined the firm in 2008 after leaving for some years to raise her children. In her role as Office Manager, Fawn works closely with the Director of Operations – ensuring that the office runs smoothly. She maintains office...

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Frankly Pani

Frankly is a recent MBA graduate of Babson College and earned his undergraduate degree in Legal Studies from Suffolk University. A Quincy, MA resident, he loves golf and enjoys the beach in his downtime.  
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Fred Kaplan

Financial Representative

(617) 312-1996

Empowering businesses, families and individuals to focus on what really matters — planning today for tomorrow — and charting the course to an enduring legacy. Fred Kaplan joined The Bulfinch Group in 2024 as a Financial Representative...
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Galina Pekurovskaya, ChFC®

Financial Advisor


My mission is to help business owners, professionals and families achieve financial balance by solving their financial concerns. The most precious complement I receive from my clients is that I provide them with confidence in knowing...

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Gary J. Peters, CLU®, ChFC®

Financial Advisor & Investment Specialist at The Peters Group


At The Peters Group, we work for a sense of purpose: helping our clients achieve financial balance. Just as you are committed to what you do, we are committed to providing you with the flexibility to allocate your time among your...

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Gracio Garcia, AIF® 

Director of Investments

(781) 292-3249

Gracio Garcia is The Bulfinch Group’s Director of Investments. Gracio and his team design and implement financial strategies to help build wealth and protection, and minimize risk. Under his guidance the Investment Team...

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Griffin Clark

Financial Representative

(781) 292-3120

Serving As a Concierge for Individuals Looking to Optimize their Financial World  Griffin joined The Bulfinch Group in June 2023 to help make an impact on people’s lives. He has witnessed too many people being unprepared and...

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Jack W. Reeder


As a Business Exit and Retirement Income Planning Specialist, I help Business Owners solve one of their biggest and most critical problems – planning for a successful exit. I do this using a consultative approach and...

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John "Jake" Akoury, CFP®, MBA, CLTC, AAMS

Director of Training

Having served in the military for more than 28 years, I have made it my mission to serve those who currently serve (or have served) our country as well as those friends, family members, and business owners who support those who serve....

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Jake Rozhansky

Financial Representative

(781) 292-3155

Helping Professionals, Families and Businesses Achieve Financial Clarity to Create a Fulfilling Future Jake joined The Bulfinch Group in November 2023 as a Financial Representative. Prior to Bulfinch, he played professional soccer for...

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Jay Vora

Financial Representative

(781) 292-3208

Helping Young Professionals Optimize Their Financial GoalsJay Vora joined The Bulfinch Group in November 2023 and works closely with individuals and young professionals to help develop and achieve mid and long-term financial goals.From...
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Jeffrey D. Hiatt

Jeff Hiatt is an Associate with The Bulfinch Group, an insurance and financial services firm located in suburban Boston. The BulfinchGroup provides comprehensive insurance and financial services to individuals, families, and businesses...

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Jen Keyes

New Business Case Manager

(781) 292-3138

Jen Keyes is a New Business Case Manager. In this role, Jen handles the processing of Life and Disability applications and follows the underwriting process from the point of submission to delivery and placement of each policy. Jen also...

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Jenny Hallstroem

Financial Advisor | Investment Operations Manager

(781) 292-3161

Jenny joined The Bulfinch Group in July 2021. Prior to joining Bulfinch, Jenny graduated with a double Master's Degree in International Business and Finance from Hult International Business School in Cambridge. With 6+ years of...

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Jim Bricker, MBA


My Story: As a Harvard MBA, Class of 1973, I had the pleasure of 30 years of varied business experience prior to becoming a Financial Advisor in 2003. I worked in Fortune 500 companies, mid-sized companies, small companies, start-ups,...

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John G. Balzer, JD*, CLTC

As a practicing attorney, I have spent 12 years on the client side of the table. During this time, I have had my share of financial advisors, as well as a collection of “stuff” that I purchased because either mainstream...

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John Brady

Associate General Agent

(781) 292-3243

As a Managing Director at The Bulfinch Group, John’s experience is focused on the coaching and development of successful Financial Representatives. Working with high-level career changers and experienced advisors, John helps them...

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John Nelson Ferrara, CLU®


John Nelson Ferrara, CLU® is a Senior Associate with The Bulfinch Group. He began his life insurance practice with Connecticut General Life Insurance Company in 1971, specializing in Estate Planning, Closely-held Family Business...

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John Fitzpatrick

A rising senior, John is a business student at Skidmore College. In his spare time, he enjoys fishing — and in particular — loves catching striper and mackerel. He currently resides in Cohasset, MA. 
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John V. Coyle, RICP®

Investment Specialist | Retirement Income Planner

(781) 292-3114

John joined The Bulfinch Group in 2023 as an Investment and Retirement Income Planning Specialist. John spent the last 25+ years with Guardian Life/Park Avenue Securities in varying advisory...

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Jonah S. Callandret

Financial Advisor

(401) 419-4689

Helping Families, Professionals & Businesses to Build and Preserve Wealth Jonah joined The Bulfinch Group in June 2021 and his goal is to help his clients achieve financial clarity. Through this process, clients can gain a...

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Jonathan Pierre


It is my life’s mission to serve others — positively transforming their lives. I am driven and inspired daily by my mother. A single parent who raised three children: me, my brother and my late sister; she has spent over 30...

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Jonathan Barnett, MBA, CFP®

Wealth Management Advisor

(781) 292-3101

Empowering professionals, families, and businesses to move toward financial success, as you define it. Jon joined The Bulfinch Group in June 2021. He comes to Bulfinch after spending more than a decade as a senior investment analyst...

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Jonathan F. Sullivan

Financial Advisor

(617) 835-5873

Helping professionals take shape of their recruiting, retention, and reward strategiesSince 2005, I have been aligning with businesses and professionals by providing the most extensive scope of employee benefits, employer key performer...

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Jordan D. Ellerbe, CFP®

Financial Advisor

(781) 292-3162

Growing up in Las Vegas, I was raised with a great sense of “hospitality.” My mother ran a restaurant in Las Vegas and was constantly welcoming people into our home to enjoy my grandmother’s abundant Italian cooking....

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Joseph H. Guyton, RICP ®, CExP ™, AEP ®, CLU ®

The Guyton Group

(603) 766-9200

Joseph H. Guyton is Principal of The Guyton Group. He has over 33 years of experience providing professional knowledge in retirement income planning, pension, profit sharing and business succession. Joe’s clients include high net...

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Justin W. Plourde

Director of Investment Operations

(781) 292-3280

Justin joined The Bulfinch Group in 2019 as an Operations Associate. In his role, he manages the firm’s New Business Desk, helping to improve operational efficiencies and oversees new account openings. He also works directly with...

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Kathryn Bañez

Agency Operations Support Specialist

(781) 292-3158

Kathryn joined The Bulfinch Group in June 2023, after graduating from Bridgewater State University. In her role as Agency Operations Support Specialist, Kathryn is responsible for the following general administration, facilities, and...

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Kaylee Harmon

Support Specialist

(781) 292-3216

Guiding Aspiring Financial Professionals to Success Joining The Bulfinch Group in June 2021, Kaylee serves as a Financial Representative Liaison. In this role, Kaylee acts as a guide to aspiring Financial Representatives committed to...

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Kelley G. Marmen

Financial Representative

(978) 882-5548

Helping to Build & Preserve WealthKelley Marmen joined The Bulfinch Group in January 2023 and works closely with individuals and young professionals to help develop and achieve mid and long-term financial goals. Recognizing the unique...

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Kellie Jenkins

Talent Acquistion Coordinator

(781) 292-3139

Kellie Jenkins joined The Bulfinch Group in 2019 as Talent Acquisition Coordinator and is one of the first faces that a candidate meets when interviewing for the Financial Representative position. She quarterbacks the recruiting...
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Kenneth E. Davis, MBA, CLU®, CHFC®

(781) 449-9146

Ken Davis is a Financial Representative of the Bulfinch Group, an insurance and financial services firm located in Suburban Boston. The Bulfinch Group provides comprehensive insurance and financial services to individuals, families,...

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Kevin S. Schneider, CLU® 


Enabling individuals to reach their full potential. Kevin recruits and develops mission-driven leaders. He instills a high-performance mindset and creates an environment to achieve maximum results. He guides Associates, helping to...

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Lee J. Adelson, LUTCF, CLTC


WHAT DO YOU WANT TO BE KNOWN FOR? AND HOW DO YOU WANT TO BE REMEMBERED? “Every person has the right, duty, and obligation to themselves, their family and their business & employees to provide for and protect...

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Leigh McCloskey

Director of Client Relations | Wealth Management Advisor

(781) 439-3430

My diligence and commitment help foster long-term relationships with individuals, families and small businesses and are a hallmark of my approach as a Wealth Management Advisor. These relationships are built on trust, understanding,...

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Linda Diianni, CLU®, RHU®

Brokerage Manager


Linda joined Wellesley Financial Group (now merged into The Bulfinch Group, as of 1/1/16) as an agent in 1990, after having served as an Individual Sales Consultant for UNUM in the Boston area for 10 years. She was appointed to her...

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Mark Markell

Director of Executive Benefits


Mark is the Director of Executive Benefits. With nearly 30 years of experience, he specializes in working with companies of all types and sizes, such as small law firms, to national retail chains, large unions, and hospitals....

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Mark Poitras, ChFC

Financial Advisor & Investment Specialist

Mark works closely with clients and associates as an investment specialist, focusing on sales support and analysis of financial products offered by Park Avenue Securities.

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Marko V. Vukovic

Financial Advisor

(781) 292-3227

Prior to Bulfinch, Marko spent the last 8 years in the industry, serving as Agency Principal at Starboard Financial & Insurance LLC, an exclusive agency of Horace Mann Companies, as well...

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Marshall Dodge, AIF®

Investment Specialist

(978) 578-5213

Registered Representative and Financial Advisor of Park Avenue Securities.

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Martin F. Lowenthal, AEP®, MSIM, CLU®, ChFC®, WMCP®, RICP®, CAS®, CLTC


You cannot asset allocate away longevity risk! I practice rules, outcomes and evidence-based planning rather than the buy, hold, reinvest and hope method. I believe in Human Life Value and full replacement. I bring 30 years’...

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Mary Anne Johnson

New Business Manager

(781) 292-3272

Mary Anne Johnson is the New Business Manager at The Bulfinch Group. In this position, Mary Anne works with case managers on the processing of Life and Disability applications supervising the...

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Matthew Berard

Brokerage Manager & Disability Income Supervisor

(781) 292-3261

Brokerage Manager and Disability Income Supervisor, Matt Berard is a seasoned Brokerage specialist, bringing a wealth of knowledge and experience in both Guardian Insurance and Disability Income programs to the firm’s clients...

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Maureen Ryan, CLTC


"The important thing in science is not so much to obtain new facts as to discover new ways of thinking about them."- Sir William Bragg Maureen Ryan, CLTC, is a Senior Financial Specialist with The Bulfinch Group. Her practice is...

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Michael L. Elcock


About His Practice: Michael L. Elcock is a Financial Advisor at The Bulfinch Group with 30+ years in the financial services industry. The Bulfinch Group, a financial services and insurance advisory firm located in suburban Boston,...
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Michael D. Hertz, RICP®

Financial Advisor


Educating my clients to make more informed financial decisions to help them achieve financial balance. This is why I live my life through what I call my Worthy Ideal, which is…. “To utilize my specialized knowledge by...

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Michael Murray

Director of Employee Benefits


Michael is a Director of Employee Benefits which assists businesses in the area of employee benefits, executive benefits, retirement plan solutions and human capital management. He consults with clients to develop creative solutions...

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Michael Shtifter, WMCP®

Financial Advisor

(781) 292-3278

Helping families, individuals, and business owners achieve optimal financial balance. Michael works closely with individuals, families, and entrepreneurs to help develop and achieve financial confidence and security. It is Michael's...

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Michel Scheinmann, JD*, CLU®, ChFC®

Director of Training


*Not practicing as an attorney for Guardian or any subsidiaries or affiliates thereof. Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian. CA Insurance License #OE09819; FL...

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Nicholas Peters

Wealth Management Advisor

(617) 962-0534

Joining The Peters Group in 2012, Nick serves as a dedicated Wealth Management Advisor, providing analysis and wealth management strategy recommendations for individuals and families. For clients nearing or in retirement, Nick helps...

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Nicholas "Nick" Bontempo

Nick is a rising senior at Stonehill College, working on his Finance degree. He enjoys playing golf in his downtime and is from Waltham, MA. 
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Parker Freedman, CFP®, ChFC®

Financial Advisor

(774) 678-9837

Educating Individuals To Become Financially Empowered Parker Freedman joined The Bulfinch Group in June 2021 and works closely with individuals and young professionals to help develop and achieve mid and long-term financial goals. From...

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Parker Kirstein

Financial Representative

(781) 292-3226

Helping To Improve Your Financial Wellness Parker Kirstein joined The Bulfinch Group in November 2023. Parker works closely with individuals and young professionals to help develop and achieve mid and long-term financial goals....

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Peter A. Klay

Managing Director


Peter’s goal is simple: To educate his clients and provide a coordinated financial strategy including the areas of Investments, Insurance, debt management and cash flow management. By building a relationship with each client,...

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Peter C. Leddy


Peter C. Leddy is a Financial Representative with The Bulfinch Group, a general agency of The Guardian Life Insurance Company of America (Guardian), New York, NY. Peter works with individuals, families and business owners to help build...

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Peter Magni, LUTCF®

Financial Representative

(781) 292-3137

For nearly 35 years, I have been building trustworthy relationships that help my clients grow and succeed. It brings me great joy working with my clients from the very beginning and watching them grow over the years. Having worked with...

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Richard Belofsky, CFP®, CLU®, ChFC®, ChSNC®


Richard works with individuals, families and businesses helping them develop effective financial strategies to achieve their goals and dreams. He provides the best service and products to his clients utilizing the resources available...

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Richard P. Paine, CLU©


Richard is a Financial Specialist with The Bulfinch Group, a financial and insurance services firm located in Suburban Boston. Richard provides his clients with over 30 years of experience in insurance, investment, wealth management,...

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Richard L. Poitras, CLU®, ChFC®

Special Agent


Richard Poitras is Principal of Wellesley Financial Group, and General Agent, The Guardian Life Insurance Co. of America. Dick joined WFG in 1965 while attending Northeastern University as a finance major. For 40 years he has...

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Robin Howe

Assistant Brokerage Supervisor | Disability Insurance Coordinator


Robin has been with The Bulfinch Group since 2009. In her current role as Support Specialist to Matthew Berard and Linda DiIanni promoting The Guardian Life Insurance Company of America and its life insurance, disability insurance and...

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Ronald F. Watt, CLTC


With three decades of experience, I serve as a Financial Professional with The Bulfinch Group specializing in working with business owners, families, and executives to help them gain control of their financial futures. I use my past...

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Ryan Coburn

Financial Advisor


Helping Professionals to Build and Preserve Wealth Ryan joined The Bulfinch Group in 2022 and works closely with individuals and young professionals to help develop and achieve mid and long-term financial goals. Prior to joining...

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Ryan Campbell

Financial Advisor | Investment Operations Coordinator

(781) 292-3122

Ryan joined The Bulfinch Group Investments Team in January 2023. He is passionate about investment management and focuses on providing clients with the highest level of service and financial education. Ryan...

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Samuel A. Bohmiller, WMCP®, RICP®

Financial Advisor

(781) 292-3127

As a basketball player and point guard for 18+ years, Sam’s role on the court was to be a leader, facilitator, and to put teammates in positions where they could be successful. Today, in his role with The Bulfinch Group, he is...

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Sangita Rousseau

(781) 292-3214

Helping professionals, families and business owners build and preserve their wealth by bringing focus and clarity to their financial lives. This is why I live my life through what I call my Worthy Ideal, which is…. “To...

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Seth Medalie, CLU®, CHFC®


Founding The Bulfinch Group in 1994, Seth Medalie is passionate in his quest to create the leading investment and financial services firm in New England, always seeking to expand the firm’s talent and client base. He has overseen...

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Steven Misdea, CLTC®

Financial Representative

781-237-1720 x 3419

Natural ability is hard to come by in the financial services industry. A first-generation American Italian, Steve’s parents came to America from Italy when he was a young boy. Because his parents couldn’t speak the English...

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Steven Woelfel

Financial Representative

(781) 292-3240

Helping to Build, Protect and Preserve Wealth After spending twenty-five rewarding years working for a large Boston-based financial institution, Steve wanted to apply his vast experience in the financial services industry to take his...

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Thomas J. Harmon, CLU®, ChFC® 


As a Partner and Senior Vice President of The Bulfinch Group, Tom plays an integral role in the continued success of the firm. Through his dedicated leadership, he has helped guide the firm to serve clients with the highest level of...

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Thomas Fisher, MBA

Financial Advisor

(781) 292-3111

Helping Individuals Achieve Financial FreedomTommy Fisher joined The Bulfinch Group in June 2023 and also served as an intern the Summer of 2022. Tommy works closely with individuals and young professionals to help develop and achieve...

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Vincent "Skip" Saccone, Jr., LUTCF®


As a financial professional, Vince has spent his career developing relationships with and serving the needs of the local business community. Though his work, he has developed a unique understanding of the special needs of business...

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William H. Altman, LUTCF

Financial Representative


For over 20 years, I have been helping my clients live the life they have always dreamed of. By providing my clients with a unique planning process that is designed to build optimal financial balance across their entire financial world...

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William B. Herbert

Financial Advisor

(781) 292-3108

Helping Families Achieve Financial FreedomI joined The Bulfinch Group in September 2022 and work closely with individuals and young professionals to help develop and achieve mid and long-term financial goals. Recognizing the unique...

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Yan J. Katz

(781) 292-3282

Yan J. Katz joined The Bulfinch Group in 2009 and works closely with individuals and families to help develop and achieve mid and long-term financial goals. Recognizing the unique needs of each of his clients, Yan develops strategies...

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Yoon-Hi King

Financial Advisor

(617) 645-6800

Helping To Build and Preserve Wealth Yoon-Hi started her career at Fidelity Investments, following her interest in capital markets. After gaining experience in the asset management industry, she earned her MBA at Babson College. Upon...

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Zvi Shtifter, CLTC, RICP®

Financial Advisor


Zvi Shtifter is a Financial Representative with The Bulfinch Group, a financial services firm serving individuals, families and business owners. Zvi brings over two decades of experience in the Israeli and American high technology...

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