We're a husband and wife team with more than 40 years of combined experience. Going into business together was one of the best decisions we've ever made. Together, we love helping people from all backgrounds and companies of all sizes enjoy better financial futures. Our customers love it too - we collaborate to offer well-rounded, seamless financial advice.



Mary has more than 20 years of experience in accounting. At an early age, she knew she had a passion for numbers and finance. Later in life, Mary earned her CPA license and 4.0 MBA from Curry College, with the goal of obtaining the right certifications to instill client trust. Since 2010, one of Mary's passions has been helping small companies and start-ups get organized financially and grow successfully. Mary takes pride in her work and goes the extra mile to make sure her clients are satisfied. Her favorite part of the job is working with people - and helping them feel financially safe and supported. 

A few of our clients


Marc has more than 20 years of financial planning experience. He started on this career path after graduating college from Salem State University with a degree in Business Administration and Management. At the time, Marc knew he enjoyed finance so he secured his first job working in the 401k group at Fidelity. From there, he embarked on the career path to become a CFP.®  Marc has a solid understanding of financial planning and truly cares about his client’s best interest. His clients say he takes care of them by listening to their needs, helping them understand their investments and by ensuring they have what they need financially.