Investment Committee Member
Michaela’s career in financial planning began in 2005. With her interest in helping people meet their financial goals...
Operations & Client Services
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...
Investment Committee Member
Kelli is a CERTIFIED FINANCIAL PLANNER® (CFP®). She consults with individuals & families to identify personal financial...
Heather brings over 14 years of experience in the financial services industry. She works with individuals and families...
Lauren Gadkowski Lindsay is a CERTIFIED FINANCIAL PLANNER® with 25 years of experience. She is passionate about...
Melissa Kolcz joined Beacon Financial Planning in 2019. In her current role as Client Experience Manager, Melissa is...
Jayme is a Client Service Associate at Beacon Financial Planning. Jayme’s friendly demeanor along with her exceptional...
Marco is a driven financial professional who graduated from the University of Vermont with a Bachelor of Science in...