Our Team

Managing Partner
Chief Compliance Officer
Investment Committee Member

After living in New York City for over a decade, Katie Brennan Kane relocated to Cape Cod looking for a career where she...

Managing Partner
Investment Committee Member

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

Financial Advisor
Investment Committee Member

Heather brings over 14 years of experience in the financial services industry. She works with individuals and families...

Investment Committee Member

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

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