Chief Compliance Officer
Investment Committee Member
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
Heather brings over 14 years of experience in the financial services industry. She works with individuals and families...
Caden Buckley is a recent addition to the team who brings with him five years of experience working in wealth management...
Kate DiMascolo is a Financial Advisor who brings more than 17 years of experience in the financial services industry to...
Investment Committee Member
Marco is a driven financial professional who graduated from the University of Vermont with a Bachelor of Science in...
Investment Committee Member
Josh joined the Beacon team in August 2025. Originally from Norton, Massachusetts, he relocated to Cape Cod two years...
Notary Public
Melissa Kolcz joined Beacon Financial Planning in 2019. In her current role as Director of Client Experience, Melissa is...
Notary Public
Jayme is a Client Service Associate at Beacon Financial Planning. Jayme’s friendly demeanor along with her exceptional...
Kayla joined the Beacon team in October 2025. Born and raised on Cape Cod, she began her career path at Cape Cod...