Financial Experts

Leigh Bivings Ph.D., CFP®, CDFA

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Certified Financial Planner Artemis Financial Advisors Address 54 Chandler Street Boston MA 02116 Phone: (617) 542-2420 Fax: (617) 542-0011
About

Leigh Bivings, Ph.D., CFP ® is the founder of Artemis Financial Advisors and is a Certified Divorce Financial Advisor (CDFA), trained specifically in the financial issues of divorce. She brings an interdisciplinary approach to the challenges of divorce with her knowledge of investments, financial planning, and Massachusetts divorce laws.

Leigh focuses her work on supporting clients and their attorneys to fully analyze the short- and long-term financial implications of divorce settlement proposals, and provide solutions to complicated settlement issues such as stock options and valuing closely-held businesses. Post-divorce, she helps clients transition successfully to an independent life by assisting with long-term financial planning, general financial education, and investment management.

Leigh has a Ph.D. in applied economics from Stanford University, an M.A. in International Trade and Finance from the University of Sussex, and an A.B. in International Relations from Pomona College. She has received a variety of awards, most notably the AAEA National Prize for Most Outstanding Doctoral Dissertation in 1993.

Leigh is very active in the community and currently serves on the Board of YWCA Boston and is also active in the Big Sister Association of Greater Boston. She is a member of the Boston Economic Club, Boston Estate Planning Council, Financial Planning Association, National Association of Personal Financial Advisors, and the Association of Divorce Financial Planners.

Dianne Brand

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The Financial Advisors, LLC Address 15 Railroad Street Andover MA 01810 Address 127 Water Street Newburyport MA 01950 Phone: (978) 475-3242 Fax: (978) 475-3489 Website: www.the-financial-advisors.com
About

The Financial Advisors, LLC was founded with the goal of helping our clients achieve financial independence through comprehensive financial planning and sound investment management. For over twenty years we have strived to earn our clients’ trust by competently assisting them in their financial lives. Our work with clients is based on building long-term relationships. After we design a plan that fits your unique situation, we provide continuous, regular support, making sure that you make steady progress toward your desired goals. Ultimately, what we do comes down to this: we help people make better financial decisions. The decisions made in the divorce process will be the critical first steps in charting your long term financial security. We will help you make the optimum decisions based on your individual family situation.

Our primary goals are to:

  • Learn about you and what is important to you by listening and asking good questions. Many clients have told us that this is the most revealing conversation they have ever had about financial visioning and goal-setting.
  • Provide objective feedback to you about your current situation and if appropriate, suggest alternatives that may be more suitable.
  • Develop a plan that will include our written analysis combined with recommended planning strategies and techniques that are designed to help you achieve your financial goals and objectives.
  • Consolidate and simplify your financial and investment affairs under one roof.
  • Implement and monitor your investment management, tax reduction strategies, insurance and estate planning while providing ongoing proactive advice and guidance.

Please visit our website or call us for further information. We look forward to hearing from you.

Investments are offered through registered representatives of Lincoln Financial Securities Corporation, Member SIPC to residents of AL, CA, CO, CT, FL, GA, IL, MA, MD, ME, MI, NC, NH, NJ, NM, NY, OH, PA, RI, SC, TX, VA, VT, WA. Advisory services offered through advisory representatives of The Financial Advisors, LLC, a registered investment advisor to residents of MA. Lincoln Financial Securities Corporation and The Financial Advisors, LLC are not affiliated. Neither LFS nor The Financial Advisors, LLC provide tax advice. LFS-782486-121613

Chris Chen CFP®, CDFA

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Wealth Strategist Insight Financial Strategists LLC Address 271 Waverley Oaks Road Suite 102 Waltham MA 02452 Phone: (781) 489-3994 Website: http://insightfinancialstrategists.com/
About

Chris Chen, CFP® is a wealth strategist at Insight Financial Strategists LLC. As a CFP® professional he specializes in navigating clients through challenging life transitions such as divorce and retirement. As a Certified Divorce Financial Analyst™, Chris works with mediators, lawyers, and their clients in mediation, collaborative or litigation situations, for individual clients or as neutral for both parties.

He helps his clients and their lawyers simplify the complexity of their financial situation, develop a strategy to obtain the best settlement for their goals, and serve as their personal CFO to handle all their transition and financial issues after divorce.

He earned his Bachelor’s degree in Economics and his MBA in Finance. He is a CFP® practitioner, and a Certified Divorce Financial Analyst™. He is the Director of the Greater Boston Chapter of the Association of Divorce Financial Planners. He is a member of the Financial Planning Association, the Massachusetts Collaborative Law Council, and the Massachusetts Council on Family Mediation.

Richard M. Ellington CFP®, CDFA, CEBS, AIF

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Financial Planner Trilogy Financial Services, Inc. Address 400 Trade Center Suite 4850 Woburn MA 01801 Phone: (781) 933-6533 x2618 Fax: (781) 933-6833 Website: www.trilogyfs.com
About

Richard Ellington advises couples, families, individuals and businesses with prudent consultative financial planning. His mission is to provide innovative, practical, top-quality strategies and solutions that meet his clients’ financial needs. With access to attorneys, tax planning experts, coaches and therapists, he is well equipped to work with clients of any net-worth who are going through the emotional, stressful and confusing process of divorce.

Being a student of his profession, Rich is a CERTIFIED FINANCIAL PLANNER™ certificant (CFP®), a Certified Divorce Financial Analyst (CDFA), a Certified Employee Benefits Specialist (CEBS) and an Accredited Investment Fiduciary (AIF). He has instructed various courses at Suffolk University and Merrimack College for those professionals trying to obtain the Certified Financial Planner™ (CFP®) designation and the Certified Employee Benefits Specialist (CEBS) designation.

Rich has 20 plus years’ experience working with employee benefits such as retirement plans and over 10 years working as a financial advisor. He has worked in various settings and has a good feel for how the industry works. Before becoming affiliated with Trilogy Financial Services, he worked at one of Commonwealth Financial Network’s largest branch offices, owned his own financial planning practice through Investors Capital and started his career as a financial advisor working at Waddell & Reed.

Securities and Advisory Services offered through NATIONAL PLANNING CORPORATION (NPC), Member FINRA, SIPC. NPC is a Registered Investment Adviser. Trilogy Financial Services, Inc. and NPC are separate and unrelated entities.

Jessie L. Foster CFP ®, CDFA, MBA

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Divorce Financial Analyst Raskin Divorce Planning Address 125 Summer Street Suite 1400 Boston MA 02110 Phone: (617) 728-7436 Fax: (617) 728-7462
About

Jessie is a Certified Divorce Financial Analyst who helps clients, attorneys and mediators fully understand the financial complexities surrounding divorce. She offers comprehensive analysis of the short-term and long-term impacts of proposed divorce settlements, evaluation of the tax implications of property division, spousal support, child support, division of retirement and investments accounts and stock option valuations that may impact clients and their families well beyond divorce.

As a Certified Financial Planner professional, Jessie specializes in working with business owners, professionals and families to help them navigate life’s transitions such as retirement, job changes, divorce and widowhood. Jessie has over 25 years of business experience and is dedicated to the holistic financial planning approach that utilizes a customized and highly interactive process to help clients meet their unique needs. She believes that well-informed clients are empowered to make important decisions relative to their life planning and clients need and want help understanding the complexities of the financial world.

David H. Goodman MBA, CPA/ABV/CFF, CVA

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Gosule, Butkus & Jesson LLP Address 480 Adams Street Milton MA 02186 Phone: (617) 698-3950 Fax: (617) 696-1596 Website: www.gbj-bestcpa.com
About

In the area of family law, we can assist with asset determination, income determination, business valuation, child support v. alimony and property settlement. As CPAs, we have knowledge of the complex tax laws effecting property settlements, and alimony and child support. Our philosophy is to apply the Five C’s of quality service: Competence, Caring, Curiosity, Consistency, and Communication.

HMS Financial Group

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Contact: Herbert & Barbara Shapiro Address 333 Elm Street Dedham MA 02026 Phone: (781) 251-2655 Fax: (781) 251-2656 Website: www.bshapiro-cdfa.com
About

Barbara Shapiro is vice-president of HMS Financial Group, a full-service investment and financial planning firm. Currently, she serves as Regional Director of Institute of Certified Divorce Financial Analysts (IDFA) and is the former treasurer of The Divorce Center.

As an experienced teacher, Barbara has written, developed and taught courses on financial planning and investments. She has also lectured to professional groups throughout the country on divorce financial analysis, investing, long-term care insurance, and divorce planning. As a financial expert, Barbara has been a guest on New England Cable News’ “Business Day” program, and Fox TV news, serving as an authority on women and finance. A well known, highly respected professional in the field, Barbara has been interviewed by USA Today, the Boston Herald, the Boston Globe, the Boston Business Journal, “That Money Show,” Information Week, Investment News, “The Law Show,” “CNN Lookout,” “CNNfn.com,” NPR’s “The Connection,” and WBZ News radio, as well as many others. She also served as a columnist for Physician’s Money Digest, submitting editorials on different aspects of finance and planning and has co-authored an article on divorce that appeared in the July 2007 edition of Boston Magazine.

Barbara holds various degrees including Master of Education in Counseling (Boston University), Master of Education in Moderate Special Needs with an additional Severe Special Need Certification (Northeastern) and Master of Science in Finance (Suffolk University).

With over 40 years experience in the securities industry, Herb has experienced all types of markets and most economic situations. Herb and Barbara work together in determining the best investments for their post divorce clients.

Securities and advisory services offered through Cadaret Grant, Member FINRA/SIPC, a Registered Investment Advisor.

Barbie Jetter MS, CPC, CDPP

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Regional Lending Manager Bank of Canton Address 490 Turnpike Street Canton MA 02021 Phone: (781) 830-6279 Mobile: (508) 353-0744 Fax: (508) 297-1441 E-fax: (781) 830-6479 Membership: July 26, 2014 Website: www.ibankcanton.com
About

Barbie Jetter is a licensed Mortgage Advisor/Mortgage Lending Manager for the Bank of Canton, a Certified Mortgage and Divorce Planning Professional (CDPP), Certified Professional Life Coach (CPC), holds an MS degree in Counseling from Boston University and is a Certified Instructor for the Court Mandated Parenting Program. She has successfully completed the Management Development Program in Residential Lending from Northeastern University and has been trained in the Collaborative and Mediation process.

As Mortgage Advisor who stays well informed on all financing changes affecting potential borrowers, an experienced counselor, and a professional coach, Barbie is able to work with individuals or couples together, to resolve their housing/real estate issues and achieve their housing goals through communication, evaluation, preparation and then to qualification with the best rate/term for a refinance and/or purchase of a house. She is able to listen to her clients and advise them on how to seek the best alternatives and solutions, while saving time and money.

Barbie has served as president of The Divorce Center since 2010; Co-President since 2007, formerly was chairperson of the Public Education and Marketing committees focusing on promoting, growing and expanding The Divorce Center’s programs and membership.

Carol M. Khouri CFP®, CDFA™

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Wingate Wealth Advisors Address 450 Bedford Street Lexington MA 02420-1547 Phone: (781) 862-7100 Fax: (781) 861-9707
About

Carol is a principal with Wingate Wealth Advisors. She is an accomplished financial advisor who specializes in creating financial solutions for women. With more than 25 years experience, she accomplishes this through comprehensive financial planning, objective investment management and partnering with other specialists as needed to ensure a cohesive, long term plan.

After working closely with her clients to develop a customized strategy to allow them every opportunity to reach their goals, Carol remains actively involved to ensure her clients have consistent support for their everyday needs. She has helped hundreds of women overcome the often complex financial challenges posed by life changing events such as divorce, retirement, elder care and the loss of a spouse. Carol’s goal is to empower women during their transitions and beyond.

In addition to being a Certified Financial Planner® and a Certified Divorce Financial Analyst, she has been honored by her colleagues and clients with Five Star Wealth Manager recognition.

Sheila May CPA, Masters of Taxation

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Forensic Accounting & Litigation Support Address 91 Front Street #211 Scituate MA 02066 Phone: (781) 218-7511 Fax: (781) 218-7511 Website: sheilamaycpa.com Blog: thetruthisinthenumbers.wordpress.com/
About

Sheila May, CPA, Masters of Taxation, performs forensic accounting and litigation support services. She specializes in hidden income working, in particular, with cases involving sole proprietorships, small businesses, and partnerships. Sheila May has over 15 years experience in the financial services industry including financial planning.

She assists lawyers, legal professionals, and individuals by deciphering, quantifying, and presenting financial information. She evaluates financial assets and income for accuracy and value. In addition, she prepares clear visuals explaining the results of her research. Ms. May has also worked as a court appointed receiver overseeing the operations and sale of a marital asset, a store, that was in danger of being run into bankruptcy during divorce proceedings.

Dedicating herself to meticulous and thorough evaluation, Sheila May provides the information needed to help one make informed financial choices. She helps clients and their families stay in the best financial position possible.

Susan M. Miller MA, CPA, CFP®, CDFA

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Principal Aurora Financial Advisors, LLC Address 180 Linden Street Suite 8A Wellesley MA 02482 Phone: (781) 239-9996 Fax: (781) 239-1551 Website: www.AuroraFA.com
About

Susan Miller is a Principal with Aurora Financial Advisors, LLC. She holds bachelors and masters degrees in Economics, is a Certified Public Account (CPA), Certified Financial Planner (CFP), Certified Divorce Financial Analyst (CDFA), and is a trained mediator. Susan has been providing investment advice, financial planning and tax strategies to individuals and small businesses for over 20 years. She is a member of the Board of Directors of the International Academy of Collaborative Professionals and is the Treasurer of the Massachusetts Collaborative Law Council.

Susan works extensively with lawyers, mediators and clients to address financial issues that arise in the divorce process. Susan provides a wide variety of financial planning assistance for individuals and couples involved in divorce. Typical issues addressed include cash flow and budgeting analysis, tax-efficient child support and alimony payments, dependency exemption determination, division of retirement and non-retirement assets – including marital home, education funding analysis future net worth projections of impact of proposed settlements on both spouses. Additional complex tax issues may include stock compensation valuation and division, alimony recapture, and impact of Alternative Minimum Tax.

Aurora Financial Advisors, LLC (AFA) is an independent, fee-only Registered Investment Advisory Firm, specializing in creating individualized financial, investment and tax strategies for individuals, including those contemplating life transitions such as divorce and retirement.

Kristin Nordahl CFP®, CLU®

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Certified Financial Planner The MNE Group Address 859 Turnpike Street Suite 129 North Andover MA 01845 Phone: (978) 689-7557 Fax: (978) 689-7667 Website: themnegroup.com
About

Kristin works with individuals who find themselves going through life’s transitions.  She helps her clients to define what their financial goals and objectives are and develop a plan to accomplish their goals.  Her clients describe her as objective, knowledgeable and most importantly, trustworthy and caring.

Diane C. Pappas CDFA™

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Divorce Financial Analyst Solutions for Divorce Address 1072 Washington Street, #1 Gloucester MA 01930 Mobile: (978) 833-6144 Phone: (978) 879-4288 Website: www.SolutionsforDivorce.com
About

Diane C. Pappas is the Owner of Solutions for Divorce, LLC, an independent, fee-only divorce financial planning firm. Diane is a Financial Planner, Certified Divorce Financial Analyst™, a collaborative Financial Neutral and trained Mediator.

Drawing on over 20 years of life and work experience, Diane develops financial strategies and plans that solve her clients’ short and long-term issues. She is passionate about educating her clients, so that they are informed and in control of the important financial decisions they are making.

This passion is exhibited in her ability to empathize with her divorcing clients and to truly understand and appreciate each of their own unique circumstances. As a single mother of two college- aged children, Diane understands the complex challenges both men and women face in today’s world. Helping her clients navigate the complex financial intricacies of divorce and providing them with realistic options and strategies that work for their family, today and in the future, is the core of Diane’s practice. Working in conjunction with attorneys and mediators, Diane addresses all the tax and finance issues associated with the divorce process ultimately helping the team arrive at a more fair and equitable settlement. Additional focus areas include Special Needs divorce planning and post-divorce financial planning.

Diane is a member of The Divorce Center Board of Directors, a member of the Boston Chapter Association of Divorce Financial Planners, the Essex County Council of Estate Planning and the MA Council on Family Mediation.

Heather Kinney Poirier CPA, MT

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Address P.O. Box 36 Wrentham MA 02093 Phone: (508) 954-1023
About

Heather is a Certified Public Accountant and tax consultant providing tax preparation for individuals; businesses; estate, gifts, and trusts in the Metrowest area.

Renee W. Senes CDFA™

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Senes & Chwalek Financial Advisors Address 152 East Bare Hill Road Harvard MA 01451 Phone: (978) 456-9600 Fax: (978) 456-9600 Website: www.senesandchwalek.com
About

Senes & Chwalek offers investments, portfolio management, retirement planning, college planning and insurance to help individuals, families and business owners achieve their financial goals. Our offices are in Harvard and Concord.

Renee is also a Certified Divorce Financial Analyst (CDFA). She specializes in working with clients and their attorneys through all phases of the divorce process to help them gather and compile financial information, compare and contrast scenarios of possible settlements, and help them to grasp the impact of the various options both now and for their future well being. Having gone through a divorce herself, Renee’s desire is to help her clients understand and manage the financial issues so they can look forward to financial independence, a stable future and comfort and competence dealing with money.
A frequent lecturer, Renee covers topics including:

  • Managing your Finances
  • Women and Investing
  • Money and Divorce
  • Retirement Planning for Small Business

Renee is an active member of her community where she is on the Steering Committees of the Women’s Business Network and Acton Singles Social Club; serves as Treasurer for the Friends of the Harvard Council on Aging; and is a consultant to the Special Educational Surrogate Parent Program providing services to children in the custody of the Department of Children and Family Services. A former teacher, Renee enjoys educating her clients and encouraging them to be active participants in their financial futures.

Securities Offered Through Investors Capital Corporation, Member FINRA, SIPC

Laurie Star

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Divorce Bookkeeper Star Financial Organizers Address 4 Sterling Lane Walpole MA 02081 Phone: (617) 877-7957 Website: www.starfinancialorganizers.com
About

Laurie Star, founder and principal of Star Financial Organizers has over 20 years of financial consulting and bookkeeping experience with clients throughout New England. SFO’s mission is to save our clients money and time by organizing and automating their financial data.

Beyond her expertise with wealth management clients/ or in the wealth management sector, during the past decade, Laurie has developed a method of achieving optimal, cost-effective results assisting clients with all pre-divorce financial forms and documents. She specializes in guiding clients (and/or with their divorce attorneys) through the time-consuming process of preparing their Financial Affidavits. This mandatory and costly process of divorce proceedings has critical ramifications in the outcome of the court’s decision regarding the division of assets. Upon completion, our clients and their attorneys will know with absolute certainty the accuracy of the Financial Affidavits.

As a certified QuickBooks ProAdvisor, Laurie helps individuals become more organized by teaching them the important skill of using personal financial software. Her exceptional rapport with her clients and their attorneys enhances this critical and sensitive phase in the divorce process.