Our Team

Managing Partner
Chief Compliance Officer
Investment Committee Member

After a successful career in Design Operations at Ralph Lauren in New York City, Katie Brennan Kane relocated to Cape...

Managing Partner
Investment Committee Member

Kelli Grew is a Managing Partner and CERTIFIED FINANCIAL PLANNER® who has spent over 15 years helping individuals and...

Investment Committee Member

Caden Buckley is a recent addition to the team who brings with him five years of experience working in wealth management...

Investment Committee Member

Kate DiMascolo is a Financial Advisor who brings more than 17 years of experience in the financial services industry to...

Paraplanner
Investment Committee Member

Marco is a driven financial professional who graduated from the University of Vermont with a Bachelor of Science in...

Paraplanner
Investment Committee Member

Josh joined the Beacon team in August 2025. Originally from Norton, Massachusetts, he relocated to Cape Cod two years...

Director, Client Experience
Notary Public

Melissa Kolcz joined Beacon Financial Planning in 2019. In her current role as Director of Client Experience, Melissa is...

Client Experience Associate
Notary Public

Jayme is a Client Service Associate at Beacon Financial Planning. Jayme’s friendly demeanor along with her exceptional...

Office Manager

Kayla joined the Beacon team in October 2025. Born and raised on Cape Cod, she began her career path at Cape Cod...

Join Our Team