Learn More About the Team
At Montis Financial

John M. Yanchek

Chief Executive Officer & Chief Compliance Officer

John Yanchek is the CEO and CCO of Montis Financial. His primary responsibilities include supporting and enhancing financial solutions for clients, relationship management, business development, and firmwide strategic planning and execution. John also serves as co-head of the investment committee.

He has extensive experience in institutional finance, having worked at Goldman Sachs’ Investment Banking Division, in both mergers and acquisitions and capital markets, as well as a member of the investment team at Boston-based private equity investment manager ArcLight Capital Partners. While at Goldman Sachs, John’s responsibilities included advising public and private companies of all sizes on commercial and operational decisions, including M&A, financing, corporate governance, and strategic project development.

At ArcLight, John evaluated and underwrote new investment opportunities. He oversaw and worked closely with C-suite executives of multibillion-dollar businesses to create and execute strategic, financial, and operational initiatives.

John received a B.A. in economics, magna cum laude, from Middlebury College. He was also the starting goaltender on the men’s varsity ice hockey team.

Outside of the office, John loves to play squash, golf, back-country ski, scuba dive, and hike. He lives in Wellesley with his wife, Caitlin, daughters Rory and Regan, and mini golden Ranger.

Neither rankings or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, license, membership in a professional organization, or prior experience, should be construed by a client or prospective client as a guarantee of a particular level of results if Montis Financial is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines and other organizations are generally based on information prepared or submitted by the recognized advisor and are typically limited to participating advisors (see participation criteria and methodology). Unless expressly indicated otherwise, Montis Financial did not pay a fee to be included in any such ranking. No ranking or recognition should be construed as a current or past endorsement of Montis Financial by any of its clients. Montis Financial’s Chief Compliance Officer remains available to address any questions regarding rankings or recognitions, including the criteria used for any reflected ranking. Awards, ratings, or rankings may not be representative of any one client’s experience and are not indicative of Montis Financial’s or its advisors’ future performance or the performance of clients’ investments.

Tucker P. Donahoe, CAIA

Managing Partner

Tucker Donahoe, CAIA, is a managing partner of Montis Financial. His role drives the creation and execution of Montis’ strategic vision, supporting financial planning services and investment management thought leadership. He also serves as co-head of the investment committee.

Tucker has vast experience in the financial services industry, having served in multiple investment strategy roles at Putnam Investments. While at Putnam, he was part of the Global Asset Allocation Investment Strategy team, with a focus on generating thought leadership perspectives across capital markets and asset classes.

Tucker holds the Chartered Alternative Investment Analyst® (CAIA®) designation. CAIA holders are certified to have met the association’s educational standard as specialists in alternative investments, which include hedge funds, venture capital, private equity, funds of funds, derivatives, and real estate investments.

Tucker received a B.A. in economics from Middlebury College. He was a starting defenseman for the men’s varsity ice hockey team, serving as captain his senior year.

Outside of the office, Tucker is an active hockey player, enjoys being outdoors doing physical activity, and, most importantly, surrounds himself with friends and family. Tucker currently lives in Boston’s North End with his wife, Ellie, daughter, Hadley, and their dog, Rolly.

Neither rankings or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, license, membership in a professional organization, or prior experience, should be construed by a client or prospective client as a guarantee of a particular level of results if Montis Financial is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines and other organizations are generally based on information prepared or submitted by the recognized advisor and are typically limited to participating advisors (see participation criteria and methodology). Unless expressly indicated otherwise, Montis Financial did not pay a fee to be included in any such ranking. No ranking or recognition should be construed as a current or past endorsement of Montis Financial by any of its clients. Montis Financial’s Chief Compliance Officer remains available to address any questions regarding rankings or recognitions, including the criteria used for any reflected ranking. Awards, ratings, or rankings may not be representative of any one client’s experience and are not indicative of Montis Financial’s or its advisors’ future performance or the performance of clients’ investments.

Christiane S. Delessert, Ph.D., CFP®

Founder & Advisor emeritus

Dr. Christiane S. Delessert, Ph.D., CFP®, is a founding partner of Montis Financial, a successor to Delessert Financial. She has provided comprehensive financial planning and investment consulting services to high-net-worth individuals for more than 35 years.

She entered the financial planning and investment field in 1981 as vice president of operations for MHA Financial Corporation in Braintree, MA, and then moved on to become president of Bornhoft Financial Services, Inc., until that accounting firm merged with BDO Seidman. Dr. Delessert was the national director of BDO Seidman Financial Services, an affiliate of the international accounting firm BDO Seidman, until 1994 when she founded Delessert Financial Services.

Dr. Delessert received her Bachelor of Arts degree in political science and economics, summa cum laude, from the University of Geneva, and an MALD from the Fletcher School of Law and Diplomacy. She holds a Ph.D. from the University of Geneva in international law and economics (Graduate Institute of International Affairs). She is a CERTIFIED FINANCIAL PLANNER™ professional, a member of the Financial Planning Association, and a member of NAPFA (National Association of Personal Financial Advisors).

Christiane served as a member of the advisory board for Boston University's Program for Financial Planners for 15 years and was a member of the board of directors of the Financial Planning Association of Massachusetts, co-chairing their program committee.

Neither rankings or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, license, membership in a professional organization, or prior experience, should be construed by a client or prospective client as a guarantee of a particular level of results if Montis Financial is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines and other organizations are generally based on information prepared or submitted by the recognized advisor and are typically limited to participating advisors (see participation criteria and methodology). Unless expressly indicated otherwise, Montis Financial did not pay a fee to be included in any such ranking. No ranking or recognition should be construed as a current or past endorsement of Montis Financial by any of its clients. Montis Financial’s Chief Compliance Officer remains available to address any questions regarding rankings or recognitions, including the criteria used for any reflected ranking. Awards, ratings, or rankings may not be representative of any one client’s experience and are not indicative of Montis Financial’s or its advisors’ future performance or the performance of clients’ investments.

Dennis E. Follmer

CHIEF INVESTMENT OFFICER

Dennis E. Follmer is the chief investment officer at Montis Financial. He leads Montis’ investment and portfolio management processes, develops economic and market-related thought leadership, and supports business development efforts. Dennis also participates on the leadership team and serves on Montis’ investment committee.

With over 30 years of experience, Dennis has extensive expertise in investment and tax management. Prior to joining Montis, he was Head of Portfolio Management at 55ip, a subsidiary of JPMorgan Asset Management. Earlier in his career, he co-founded Oceanwood Capital Management, a $2 billion spin-off from Tudor Investment Corp, where he managed event-driven strategies.

Dennis earned an MBA from the Sloan School of Management at MIT and graduated summa cum laude with a bachelor’s degree in finance from Miami University.

Outside of work, Dennis is an avid golfer and proud father of two sons.

Neither rankings or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, license, membership in a professional organization, or prior experience, should be construed by a client or prospective client as a guarantee of a particular level of results if Montis Financial is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines and other organizations are generally based on information prepared or submitted by the recognized advisor and are typically limited to participating advisors (see participation criteria and methodology). Unless expressly indicated otherwise, Montis Financial did not pay a fee to be included in any such ranking. No ranking or recognition should be construed as a current or past endorsement of Montis Financial by any of its clients. Montis Financial’s Chief Compliance Officer remains available to address any questions regarding rankings or recognitions, including the criteria used for any reflected ranking. Awards, ratings, or rankings may not be representative of any one client’s experience and are not indicative of Montis Financial’s or its advisors’ future performance or the performance of clients’ investments.

Randy Schaible, CFP®, CFA

Senior Investment Analyst

Randy Schaible, CFP®, CFA, is a senior investment analyst at Montis Financial. He provides customized investment advice and supports the chief investment officer in researching market developments and assessing risk. Randy works closely with clients to develop and execute comprehensive investment strategies.

Randy graduated from Bentley University in 2015 with a degree in finance and has been with Montis Financial ever since. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst (CFA). Randy is an active member of the Financial Planning Association (FPA) and the Philadelphia CFA Society.

Randy resides in the suburbs of Philadelphia with his wife, son, and two cats. In his free time, he enjoys bowling, spending time with his family, and cheering on the Philadelphia Eagles during football season.

Neither rankings or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, license, membership in a professional organization, or prior experience, should be construed by a client or prospective client as a guarantee of a particular level of results if Montis Financial is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines and other organizations are generally based on information prepared or submitted by the recognized advisor and are typically limited to participating advisors (see participation criteria and methodology). Unless expressly indicated otherwise, Montis Financial did not pay a fee to be included in any such ranking. No ranking or recognition should be construed as a current or past endorsement of Montis Financial by any of its clients. Montis Financial’s Chief Compliance Officer remains available to address any questions regarding rankings or recognitions, including the criteria used for any reflected ranking. Awards, ratings, or rankings may not be representative of any one client’s experience and are not indicative of Montis Financial’s or its advisors’ future performance or the performance of clients’ investments.

Joseph ("Jay") H. Bragdon

Senior Financial Advisor

Jay Bragdon is a senior financial advisor at Montis Financial. His primary responsibilities include relationship management, investment oversight, and portfolio management for Montis' clients’ families.

Jay has served as an investment advisor to high-net-worth families for more than 40 years. A pioneer in the field of corporate sustainability, he co-chaired the first national symposium on ethics and investment at the Harvard Business School in 1972 and has worked continuously to expand this field. Jay emphasizes the stewardship of "living assets"—the well-being of people and nature—as the primary source of economic value creation.

In 1995, he created the Global Living Asset Management Performance (LAMP) Index, a learning lab for corporate leaders in living asset stewardship. The success of companies in this Index inspired his three books: Profit For Life (2006), Companies That Mimic Life (2016), and Economies That Mimic Life (2021).

Jay earned a B.A. from American University’s School of International Service and an M.A. from the Fletcher School of Law and Diplomacy. He has served on the board of the Sustainability Institute, co-founded by Donella Meadows, and is a Fellow of the World Academy of Art and Science.

Jay and his wife Jeanne live in Woodstock, VT where they pursue their interests in gardening, wildlife habitat and the growth of their 7 grandchildren. Before moving to Vermont, Jay’s love of river systems extended to the sport of rowing, where he competed throughout Europe and North America.

Neither rankings or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, license, membership in a professional organization, or prior experience, should be construed by a client or prospective client as a guarantee of a particular level of results if Montis Financial is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines and other organizations are generally based on information prepared or submitted by the recognized advisor and are typically limited to participating advisors (see participation criteria and methodology). Unless expressly indicated otherwise, Montis Financial did not pay a fee to be included in any such ranking. No ranking or recognition should be construed as a current or past endorsement of Montis Financial by any of its clients. Montis Financial’s Chief Compliance Officer remains available to address any questions regarding rankings or recognitions, including the criteria used for any reflected ranking. Awards, ratings, or rankings may not be representative of any one client’s experience and are not indicative of Montis Financial’s or its advisors’ future performance or the performance of clients’ investments.

Timothy R. Brown

Senior Financial Advisor

Timothy Brown is a senior financial advisor at Montis Financial. His responsibilities include financial and retirement planning, investment and tax management, and estate and insurance planning.

With nearly 40 years of experience, Timothy founded 360 Family Office in 1984 to deliver holistic financial solutions tailored to business owners and executives. His extensive training in tax, estate, insurance, and investment planning created an elevated "family office" experience. He merged his business with Montis in 2023 to further enhance client services.

Timothy has earned certifications as a Family Office Advisor from the Pepperdine Graziadio Business School, a Certified Trust and Fiduciary Advisor from the American Bankers Association, and a Retirement Management Analyst from the Investment & Wealth Institute.

Timothy lives in East Boise, ID, with his dogs, Biggie and Camo. He enjoys Airstream travel, fly fishing, and visiting national parks. A Los Angeles native, Timothy spends his free time with his daughter, Jessica, and attending sporting events.

Neither rankings or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, license, membership in a professional organization, or prior experience, should be construed by a client or prospective client as a guarantee of a particular level of results if Montis Financial is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines and other organizations are generally based on information prepared or submitted by the recognized advisor and are typically limited to participating advisors (see participation criteria and methodology). Unless expressly indicated otherwise, Montis Financial did not pay a fee to be included in any such ranking. No ranking or recognition should be construed as a current or past endorsement of Montis Financial by any of its clients. Montis Financial’s Chief Compliance Officer remains available to address any questions regarding rankings or recognitions, including the criteria used for any reflected ranking. Awards, ratings, or rankings may not be representative of any one client’s experience and are not indicative of Montis Financial’s or its advisors’ future performance or the performance of clients’ investments.

Brian W. Burke, JD, MA, CFP®, CPWA®

Senior Financial Advisor

Brian Burke, JD, MA, CFP®, CPWA®, is a senior financial advisor at Montis Financial. His responsibilities include financial and retirement planning, investment management, tax and insurance analyses, and estate planning.

Brian began his financial services career at Ayco, a fee-based national planning firm, where he advised clients on investments, taxes, and legacy planning. He later worked at Merrill Lynch and Morgan Stanley, specializing in a planning-centered approach to investment management.

Brian earned his bachelor’s degree from SUNY Plattsburgh, a master’s degree from Penn State, and a Juris Doctorate from Pace University School of Law. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Private Wealth Advisor® (CPWA®).

Brian lives in Holliston, MA, with his wife, Tammy, and their three children. He is actively involved in his children’s sports and scouting activities.

Neither rankings or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, license, membership in a professional organization, or prior experience, should be construed by a client or prospective client as a guarantee of a particular level of results if Montis Financial is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines and other organizations are generally based on information prepared or submitted by the recognized advisor and are typically limited to participating advisors (see participation criteria and methodology). Unless expressly indicated otherwise, Montis Financial did not pay a fee to be included in any such ranking. No ranking or recognition should be construed as a current or past endorsement of Montis Financial by any of its clients. Montis Financial’s Chief Compliance Officer remains available to address any questions regarding rankings or recognitions, including the criteria used for any reflected ranking. Awards, ratings, or rankings may not be representative of any one client’s experience and are not indicative of Montis Financial’s or its advisors’ future performance or the performance of clients’ investments.

Daniel J. Traub

Senior Financial Advisor

Daniel J. Traub is a senior financial advisor at Montis Financial. His responsibilities include investment management, retirement planning, and providing comprehensive wealth management advice.

Dan is a 36-year veteran of the financial services and investment management industry. He began his career at Tandem Financial Services, which later became Braver Wealth Management. During his time at Tandem/Braver, Dan served in various capacities, including chief investment officer and vice president of client services.

In 2008, Dan founded Tempo Financial Advisors, LLC, where he served as president until joining Montis in 2024.

Dan is a multi-year recipient of the Boston Magazine Five Star Wealth Manager Award, a testament to his dedication to providing exceptional financial guidance. His expertise has also been featured in articles published in Technical Analysis of Stocks and Commodities, The Boston Business Journal, and Financial Planning Magazine. In addition, various traditional and online publications have quoted his views on financial issues and markets.

Dan earned a BA from Columbia University in New York and an MBA, summa cum laude, from the F.W. Olin Graduate School of Business at Babson College in Wellesley, MA. He lives in Natick, MA, with his wife and two children. His charitable work includes serving as chairman of the Needham Golf Club for the Francis Ouimet Scholarship Fund and raising funds for the Hearing Loss Association of America (HLAA).

Neither rankings or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, license, membership in a professional organization, or prior experience, should be construed by a client or prospective client as a guarantee of a particular level of results if Montis Financial is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines and other organizations are generally based on information prepared or submitted by the recognized advisor and are typically limited to participating advisors (see participation criteria and methodology). Unless expressly indicated otherwise, Montis Financial did not pay a fee to be included in any such ranking. No ranking or recognition should be construed as a current or past endorsement of Montis Financial by any of its clients. Montis Financial’s Chief Compliance Officer remains available to address any questions regarding rankings or recognitions, including the criteria used for any reflected ranking. Awards, ratings, or rankings may not be representative of any one client’s experience and are not indicative of Montis Financial’s or its advisors’ future performance or the performance of clients’ investments.

Boston Five Star Wealth Manager Award: This award was provided by Five Star Professional in 2012, 2013, 2015, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, and 2025. In 2025, 4,671 Boston wealth managers were considered for the award for the time period 4/10/24 through 10/31/24; 528 (11%) were named Five Star Wealth Managers. Montis Financial did not pay any direct or indirect compensation to be considered for, awarded, or to advertise the award. Five Star Professional conducts market research to define and promote professional excellence in the professions it serves. Five Star Professional asserts that the Five Star designation can assist consumers in selecting a service professional. The Five Star award is presented to wealth managers, real estate agents, mortgage professionals, home/auto insurance professionals, and dentists in more than 45 markets in the U.S. and Canada. In each market, award winners are listed at no cost on fivestarprofessional.com. You can learn more about the methodology for the Five Star Wealth Manager Award by clicking here and here.

Casandra A. Johnson, MBA

Senior Financial Advisor

Casandra Johnson, MBA, is a senior financial advisor at Montis Financial. She provides comprehensive financial planning, with a focus on retirement income planning, investments, estate planning with tax considerations, and insurance.

Casandra previously served as a partner and financial advisor at Financial Navigators and also worked as a financial advisor at TIAA. Since 2004, she has brought extensive expertise in asset management and distribution across various investment vehicles.

Casandra holds a B.S. in business administration from the University of Connecticut and an MBA from Sacred Heart University. She is also Series 65 licensed.

Outside the office, Casandra enjoys spending time with her daughter, husband, and dog. She loves skiing, kayaking, reading, and playing cribbage.

Neither rankings or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, license, membership in a professional organization, or prior experience, should be construed by a client or prospective client as a guarantee of a particular level of results if Montis Financial is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines and other organizations are generally based on information prepared or submitted by the recognized advisor and are typically limited to participating advisors (see participation criteria and methodology). Unless expressly indicated otherwise, Montis Financial did not pay a fee to be included in any such ranking. No ranking or recognition should be construed as a current or past endorsement of Montis Financial by any of its clients. Montis Financial’s Chief Compliance Officer remains available to address any questions regarding rankings or recognitions, including the criteria used for any reflected ranking. Awards, ratings, or rankings may not be representative of any one client’s experience and are not indicative of Montis Financial’s or its advisors’ future performance or the performance of clients’ investments.

Claudine P. Schrock, CFP®

Senior Financial Advisor

Claudine is a senior financial advisor at Montis Financial. Her primary responsibilities include providing comprehensive and dynamic financial planning solutions for clients. She also evaluates tax efficiency, reviews estate and insurance plans, provides investment and portfolio management expertise, and addresses clients’ day-to-day needs and activities. Claudine is passionate about effective communication and creating meaningful, long-term partnerships with the families and individuals she is privileged to help.

Claudine previously held positions at Adviser Investments and Northwestern Mutual. She has been in the financial services industry since 2009 and is committed to helping her clients achieve their vision of financial success. She earned her CERTIFIED FINANCIAL PLANNER™ designation in 2022 and is a graduate of Elon University. Claudine is also a multi-year recipient of the Boston Magazine Five Star Wealth Manager Award.

Outside the office, Claudine enjoys spending time with her busy household. She and her husband are often cheering for or chasing after their three young children and their dog, Monterey Jack.

Neither rankings or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, license, membership in a professional organization, or prior experience, should be construed by a client or prospective client as a guarantee of a particular level of results if Montis Financial is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines and other organizations are generally based on information prepared or submitted by the recognized advisor and are typically limited to participating advisors (see participation criteria and methodology). Unless expressly indicated otherwise, Montis Financial did not pay a fee to be included in any such ranking. No ranking or recognition should be construed as a current or past endorsement of Montis Financial by any of its clients. Montis Financial’s Chief Compliance Officer remains available to address any questions regarding rankings or recognitions, including the criteria used for any reflected ranking. Awards, ratings, or rankings may not be representative of any one client’s experience and are not indicative of Montis Financial’s or its advisors’ future performance or the performance of clients’ investments.

Boston Five Star Wealth Manager Award: This award was provided by Five Star Professional in 2022, 2023, 2024, and 2025. In 2025, 4,671 Boston wealth managers were considered for the award for the time period 4/10/24 through 10/31/24; 528 (11%) were named Five Star Wealth Managers. Montis Financial did not pay any direct or indirect compensation to be considered for, awarded, or to advertise the award. Five Star Professional conducts market research to define and promote professional excellence in the professions it serves. Five Star Professional asserts that the Five Star designation can assist consumers in selecting a service professional. The Five Star award is presented to wealth managers, real estate agents, mortgage professionals, home/auto insurance professionals, and dentists in more than 45 markets in the U.S. and Canada. In each market, award winners are listed at no cost on fivestarprofessional.com. You can learn more about the methodology for the Five Star Wealth Manager Award by clicking here and here.

Christopher M. Tilden, CFP®

Senior Financial Advisor

Christopher Tilden, CFP®, is a senior financial advisor at Montis Financial. He specializes in comprehensive wealth management and financial planning for high-net-worth clients, with expertise in tax management, estate and insurance planning, and investment management.

A multi-year recipient of the Boston Magazine Five Star Wealth Manager Award, Chris previously served as president and chief investment officer at Financial Navigators, Inc., and worked as a financial consultant at Fidelity Investments. A U.S. Navy veteran, Chris served as financial manager aboard the USS Theodore Roosevelt during two Gulf War tours.

Chris holds a master’s degree in financial planning from the College for Financial Planning and earned his CERTIFIED FINANCIAL PLANNER™ designation through Suffolk University.

Chris lives in southern New Hampshire with easy access to the mountains, beach, and Boston. A former professional musician, Chris enjoys writing and playing music in his home studio, as well as attending concerts and sporting events.

Neither rankings or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, license, membership in a professional organization, or prior experience, should be construed by a client or prospective client as a guarantee of a particular level of results if Montis Financial is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines and other organizations are generally based on information prepared or submitted by the recognized advisor and are typically limited to participating advisors (see participation criteria and methodology). Unless expressly indicated otherwise, Montis Financial did not pay a fee to be included in any such ranking. No ranking or recognition should be construed as a current or past endorsement of Montis Financial by any of its clients. Montis Financial’s Chief Compliance Officer remains available to address any questions regarding rankings or recognitions, including the criteria used for any reflected ranking. Awards, ratings, or rankings may not be representative of any one client’s experience and are not indicative of Montis Financial’s or its advisors’ future performance or the performance of clients’ investments.

Boston Five Star Wealth Manager Award: This award was provided by Five Star Professional in 2023, 2024, and 2025. In 2025, 4,671 Boston wealth managers were considered for the award for the time period 4/10/24 through 10/31/24; 528 (11%) were named Five Star Wealth Managers. Montis Financial did not pay any direct or indirect compensation to be considered for, awarded, or to advertise the award. Five Star Professional conducts market research to define and promote professional excellence in the professions it serves. Five Star Professional asserts that the Five Star designation can assist consumers in selecting a service professional. The Five Star award is presented to wealth managers, real estate agents, mortgage professionals, home/auto insurance professionals, and dentists in more than 45 markets in the U.S. and Canada. In each market, award winners are listed at no cost on fivestarprofessional.com. You can learn more about the methodology for the Five Star Wealth Manager Award by clicking here and here.

Bob Whelan

Senior Financial Advisor

Bob Whelan is a senior financial advisor at Montis Financial. He provides comprehensive wealth management advice to high-net-worth individuals, families, small businesses, and charitable organizations. Bob works closely with clients and their ancillary advisors to develop financial strategies tailored to meet both their immediate needs and long-term goals.

With over 40 years of experience in the financial services industry, Bob previously served as senior vice president for Wilmington Trust in Boston and held key roles at other leading New England financial institutions. He was also a longtime partner at the Colony Group in Boston.

Bob earned a bachelor’s degree in economics from Boston University and resides in Needham, MA, with his wife and three sons. An active member of the Needham sports community, Bob has coached youth sports, served on the Needham Little League board, and supported MAB Services (Massachusetts Association for the Blind). An avid runner, he has completed multiple marathons to benefit Boston Children’s Hospital.

Neither rankings or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, license, membership in a professional organization, or prior experience, should be construed by a client or prospective client as a guarantee of a particular level of results if Montis Financial is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines and other organizations are generally based on information prepared or submitted by the recognized advisor and are typically limited to participating advisors (see participation criteria and methodology). Unless expressly indicated otherwise, Montis Financial did not pay a fee to be included in any such ranking. No ranking or recognition should be construed as a current or past endorsement of Montis Financial by any of its clients. Montis Financial’s Chief Compliance Officer remains available to address any questions regarding rankings or recognitions, including the criteria used for any reflected ranking. Awards, ratings, or rankings may not be representative of any one client’s experience and are not indicative of Montis Financial’s or its advisors’ future performance or the performance of clients’ investments.

Denis Higgins, CFP®

Senior Financial Advisor

Denis Higgins, CFP® is a senior financial advisor at Montis Financial. His responsibilities include financial and retirement planning, investment management, tax and insurance analyses, and estate planning.

Denis has over 40 years’ experience in various accounting and finance roles, including over 20 years at EWM Wealth Management (previously known as Edelstein Wealth Management) before partnering with Montis in early 2025. Denis was also previously an audit partner with Edelstein & Company and focused on the investment industry.

Denis earned his bachelor’s degree from the University of Massachusetts at Amherst and a master’s in finance degree from Boston College. Denis is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst (CFA). 

Denis lives in Portsmouth NH, with his wife, Tricia and dog, Gordie. Denis has three adult children with two living in Seattle and one in Massachusetts. He enjoys exercising and road trip

Neither rankings or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, license, membership in a professional organization, or prior experience, should be construed by a client or prospective client as a guarantee of a particular level of results if Montis Financial is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines and other organizations are generally based on information prepared or submitted by the recognized advisor and are typically limited to participating advisors (see participation criteria and methodology). Unless expressly indicated otherwise, Montis Financial did not pay a fee to be included in any such ranking. No ranking or recognition should be construed as a current or past endorsement of Montis Financial by any of its clients. Montis Financial’s Chief Compliance Officer remains available to address any questions regarding rankings or recognitions, including the criteria used for any reflected ranking. Awards, ratings, or rankings may not be representative of any one client’s experience and are not indicative of Montis Financial’s or its advisors’ future performance or the performance of clients’ investments.

Cameron Gast, CFP®

Financial Advisor

Cameron Gast, CFP®, is a financial advisor at Montis Financial. In his role, Cameron focuses on comprehensive financial planning to help clients identify, prioritize, and achieve their long-term goals. He specializes in ensuring clients have a deep understanding of their wealth strategies and how they align with financial objectives.

Cameron graduated cum laude from Roger Williams University with a B.S. in finance and accounting. He earned his CERTIFIED FINANCIAL PLANNER™ designation and has expertise in investment analysis, retirement planning, income tax planning, and estate planning. Before joining Montis, Cameron served as a vice president and financial consultant at Charles Schwab, advising over 300 clients, including individuals, families, and institutions.

Cameron resides in Rowley, MA, with his wife, Rachael. Outside of work, he enjoys spending time with family, walking on the beach, skiing, and playing golf.

Neither rankings or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, license, membership in a professional organization, or prior experience, should be construed by a client or prospective client as a guarantee of a particular level of results if Montis Financial is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines and other organizations are generally based on information prepared or submitted by the recognized advisor and are typically limited to participating advisors (see participation criteria and methodology). Unless expressly indicated otherwise, Montis Financial did not pay a fee to be included in any such ranking. No ranking or recognition should be construed as a current or past endorsement of Montis Financial by any of its clients. Montis Financial’s Chief Compliance Officer remains available to address any questions regarding rankings or recognitions, including the criteria used for any reflected ranking. Awards, ratings, or rankings may not be representative of any one client’s experience and are not indicative of Montis Financial’s or its advisors’ future performance or the performance of clients’ investments.

Michael Cappadona, CFP®

Financial Advisor

Michael Cappadona, CFP®, is a financial advisor at Montis Financial. In his role, Michael collaborates with senior financial advisors to deliver comprehensive financial planning solutions for clients. By leading with a financial planning-first approach, he proactively identifies and addresses key areas such as retirement planning, investment strategies, and estate planning.

Michael earned a Bachelor of Science degree in finance from Bentley University. He is a CERTIFIED FINANCIAL PLANNER™ professional, bringing extensive expertise to help clients navigate complex financial matters. Michael began his career at Boston Private Wealth and previously served as a relationship advisor at First Citizens Wealth Management, where he worked closely with clients, legal teams, and advisors to address intricate financial needs.

Outside of the office, Michael enjoys golfing on weekends, spending time on Cape Cod during the summer months, and skiing in the winter.

Neither rankings or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, license, membership in a professional organization, or prior experience, should be construed by a client or prospective client as a guarantee of a particular level of results if Montis Financial is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines and other organizations are generally based on information prepared or submitted by the recognized advisor and are typically limited to participating advisors (see participation criteria and methodology). Unless expressly indicated otherwise, Montis Financial did not pay a fee to be included in any such ranking. No ranking or recognition should be construed as a current or past endorsement of Montis Financial by any of its clients. Montis Financial’s Chief Compliance Officer remains available to address any questions regarding rankings or recognitions, including the criteria used for any reflected ranking. Awards, ratings, or rankings may not be representative of any one client’s experience and are not indicative of Montis Financial’s or its advisors’ future performance or the performance of clients’ investments.

Mariah M. Maines

Financial Advisor & Compliance Manager

Mariah Maines is a compliance manager and financial advisor at Montis Financial. In her compliance role, she develops and implements programs to ensure the firm’s adherence to regulatory best practices, manages examinations, and enhances policies to mitigate compliance risk.

As a financial advisor, Mariah provides comprehensive financial planning, investment portfolio management, and institutional retirement consulting services. She is dedicated to helping individuals, families, and organizations achieve financial health and long-term stability.

Mariah joined Montis Financial through the acquisition of Financial Navigators, Inc., where she served as chief compliance officer and financial planner. Since 2013, she has held advisory roles at J.P. Morgan Chase, TIAA, and Pathstone, supporting clients in meeting diverse financial goals. She earned a B.A. from Bard College.

Mariah resides in Quincy, MA, with her husband and children. Outside of work, she enjoys spending time with family and exploring the outdoors.

Neither rankings or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, license, membership in a professional organization, or prior experience, should be construed by a client or prospective client as a guarantee of a particular level of results if Montis Financial is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines and other organizations are generally based on information prepared or submitted by the recognized advisor and are typically limited to participating advisors (see participation criteria and methodology). Unless expressly indicated otherwise, Montis Financial did not pay a fee to be included in any such ranking. No ranking or recognition should be construed as a current or past endorsement of Montis Financial by any of its clients. Montis Financial’s Chief Compliance Officer remains available to address any questions regarding rankings or recognitions, including the criteria used for any reflected ranking. Awards, ratings, or rankings may not be representative of any one client’s experience and are not indicative of Montis Financial’s or its advisors’ future performance or the performance of clients’ investments.

Lillian LeBlanc

Client Service Manager

Lillian LeBlanc is a client service manager at Montis Financial. She works directly with clients to manage and execute service activities, including coordinating transfers and account-specific needs tailored to individual requirements.

Lillian began her career in 1980 at New England Life Insurance Company, where she specialized in life insurance policy renewals. She later joined Fidelity Investments, serving in roles such as senior operations administrator and team leader for over 21 years. Lillian joined Delessert Financial Services in 2008 and transitioned to Montis Financial in 2012.

Outside of the office, Lillian enjoys spending time with her family, cooking, baking, watching movies, and indulging in retail therapy.

Neither rankings or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, license, membership in a professional organization, or prior experience, should be construed by a client or prospective client as a guarantee of a particular level of results if Montis Financial is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines and other organizations are generally based on information prepared or submitted by the recognized advisor and are typically limited to participating advisors (see participation criteria and methodology). Unless expressly indicated otherwise, Montis Financial did not pay a fee to be included in any such ranking. No ranking or recognition should be construed as a current or past endorsement of Montis Financial by any of its clients. Montis Financial’s Chief Compliance Officer remains available to address any questions regarding rankings or recognitions, including the criteria used for any reflected ranking. Awards, ratings, or rankings may not be representative of any one client’s experience and are not indicative of Montis Financial’s or its advisors’ future performance or the performance of clients’ investments.

Jennifer A. Versoy

Client Service Manager

Jennifer Versoy is a client service manager at Montis Financial. She ensures clients receive exceptional service by coordinating account openings, transfers, and other account-specific activities tailored to their needs.

Jennifer has held various support roles for New England companies and most recently worked as a client service manager at Financial Navigators from 2015 until Montis Financial's acquisition.

Outside of work, Jennifer enjoys gardening, arts and crafts, DIY projects, and spending time with family and friends.

Neither rankings or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, license, membership in a professional organization, or prior experience, should be construed by a client or prospective client as a guarantee of a particular level of results if Montis Financial is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines and other organizations are generally based on information prepared or submitted by the recognized advisor and are typically limited to participating advisors (see participation criteria and methodology). Unless expressly indicated otherwise, Montis Financial did not pay a fee to be included in any such ranking. No ranking or recognition should be construed as a current or past endorsement of Montis Financial by any of its clients. Montis Financial’s Chief Compliance Officer remains available to address any questions regarding rankings or recognitions, including the criteria used for any reflected ranking. Awards, ratings, or rankings may not be representative of any one client’s experience and are not indicative of Montis Financial’s or its advisors’ future performance or the performance of clients’ investments.

Paula Gorman

Senior Client Service associate

Paula Gorman is a senior client service associate at Montis Financial. She collaborates with the client service team to provide seamless and personalized support. In her role, Paula manages advisor schedules and coordinates client communications to ensure a smooth experience for every client.

A New England native, Paula holds a BFA from Salem State College. Before joining Montis, she spent 17 years as a scheduling manager and operational assistant at Financial Navigators, supporting the firm’s largest client and assisting with contract management, communications, and reporting.

Now based in the Catskills with her partner, Paula enjoys hiking, gardening, and weaving fine fabrics in her free time.

Neither rankings or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, license, membership in a professional organization, or prior experience, should be construed by a client or prospective client as a guarantee of a particular level of results if Montis Financial is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines and other organizations are generally based on information prepared or submitted by the recognized advisor and are typically limited to participating advisors (see participation criteria and methodology). Unless expressly indicated otherwise, Montis Financial did not pay a fee to be included in any such ranking. No ranking or recognition should be construed as a current or past endorsement of Montis Financial by any of its clients. Montis Financial’s Chief Compliance Officer remains available to address any questions regarding rankings or recognitions, including the criteria used for any reflected ranking. Awards, ratings, or rankings may not be representative of any one client’s experience and are not indicative of Montis Financial’s or its advisors’ future performance or the performance of clients’ investments.

Lisa Hamann

Director of Marketing

Lisa Hamann serves as the Director of Marketing at Montis Financial, where she oversees the firm's strategic marketing initiatives, brand development, and client engagement programs. With over two decades of industry experience, Lisa brings a thoughtful, results-driven approach to communicating Montis Financial's mission and values.

Lisa earned her Bachelor of Science in Business Administration and Management from Boston University's School of Management, establishing a strong foundation in marketing principles, strategic planning, and data-driven decision-making. Her expertise in branding, digital marketing, and corporate communications helps create meaningful connections between Montis Financial and the clients it serves.

Dedicated to enhancing client experiences, Lisa continuously explores innovative approaches to elevate Montis Financial's outreach and engagement efforts. She ensures that every client interaction reflects the firm's deep commitment to personalized service, trust, and long-term financial well-being.

Neither rankings or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, license, membership in a professional organization, or prior experience, should be construed by a client or prospective client as a guarantee of a particular level of results if Montis Financial is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines and other organizations are generally based on information prepared or submitted by the recognized advisor and are typically limited to participating advisors (see participation criteria and methodology). Unless expressly indicated otherwise, Montis Financial did not pay a fee to be included in any such ranking. No ranking or recognition should be construed as a current or past endorsement of Montis Financial by any of its clients. Montis Financial’s Chief Compliance Officer remains available to address any questions regarding rankings or recognitions, including the criteria used for any reflected ranking. Awards, ratings, or rankings may not be representative of any one client’s experience and are not indicative of Montis Financial’s or its advisors’ future performance or the performance of clients’ investments.

Judy T. Weeden

CHief Operating Officer

Judy T. Weeden is the chief operating officer at Montis Financial. She oversees the day-to-day administrative and operational functions of the company, ensuring alignment with the firm’s business plan and strategic vision. Judy leads the operations and client services departments, spearheads process improvements, manages acquisition integrations, and is responsible for talent acquisition.

Prior to joining Montis, Judy served as the chief of staff and strategic partner to the CEO of Adviser Investments, a $9 billion AUM RIA based in Newton, MA. She has over 15 years of experience in operational leadership, including process improvement, software implementation, M&A integrations, and strategic planning.

Judy graduated with a B.S. in business administration, with a concentration in management, from the University of New Hampshire. Outside of work, she enjoys spending quality time with her family and friends. Judy and her husband, Dave, love capturing memories of their corgi, Atticus, through photography.

Neither rankings or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, license, membership in a professional organization, or prior experience, should be construed by a client or prospective client as a guarantee of a particular level of results if Montis Financial is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines and other organizations are generally based on information prepared or submitted by the recognized advisor and are typically limited to participating advisors (see participation criteria and methodology). Unless expressly indicated otherwise, Montis Financial did not pay a fee to be included in any such ranking. No ranking or recognition should be construed as a current or past endorsement of Montis Financial by any of its clients. Montis Financial’s Chief Compliance Officer remains available to address any questions regarding rankings or recognitions, including the criteria used for any reflected ranking. Awards, ratings, or rankings may not be representative of any one client’s experience and are not indicative of Montis Financial’s or its advisors’ future performance or the performance of clients’ investments.

Melissa Haganey

Senior Operations Analyst

Melissa Haganey is a senior operations analyst at Montis Financial. She works closely with the director of operations to ensure smooth commercial operations, while identifying and implementing organizational improvements.

Melissa has over six years of experience in operations roles at Boston-based RIA firms. Before joining Montis, she worked as a relationship manager at Beacon Pointe and a senior operations associate at Adviser Investments.

Melissa graduated from Northeastern University in 2017 with a B.S. in business administration, concentrating in finance and management. While at Northeastern, she was a member of the women’s ice hockey team and served as an assistant captain from 2015 to 2017.

Outside of work, Melissa enjoys spending time with her husband, friends, and family. She loves exploring new restaurants, hiking, playing ice hockey, and working on her golf game with her dog, Nash, in tow.

Neither rankings or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, license, membership in a professional organization, or prior experience, should be construed by a client or prospective client as a guarantee of a particular level of results if Montis Financial is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines and other organizations are generally based on information prepared or submitted by the recognized advisor and are typically limited to participating advisors (see participation criteria and methodology). Unless expressly indicated otherwise, Montis Financial did not pay a fee to be included in any such ranking. No ranking or recognition should be construed as a current or past endorsement of Montis Financial by any of its clients. Montis Financial’s Chief Compliance Officer remains available to address any questions regarding rankings or recognitions, including the criteria used for any reflected ranking. Awards, ratings, or rankings may not be representative of any one client’s experience and are not indicative of Montis Financial’s or its advisors’ future performance or the performance of clients’ investments.

Maria Alcindor

Senior Operations Associate

Maria Alcindor is a Senior Operations Associate at Montis Financial. She supports the firm’s operational processes by ensuring accurate portfolio data. Maria collaborates with the operations team to streamline workflows and assists with reporting for the Montis’ client community.

Before joining Montis, Maria worked as a Trader at Choate Hall & Stewart, where she managed trade executions and worked with trust operations. With over a decade of experience in trading, investment operations, and performance measurement, she has also held key roles at Charles Schwab & Co. and PalmerDodge Advisors.

Maria earned her B.A from Boston University. Outside of work, she enjoys hiking and spending time with family and friends.

Neither rankings or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, license, membership in a professional organization, or prior experience, should be construed by a client or prospective client as a guarantee of a particular level of results if Montis Financial is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines and other organizations are generally based on information prepared or submitted by the recognized advisor and are typically limited to participating advisors (see participation criteria and methodology). Unless expressly indicated otherwise, Montis Financial did not pay a fee to be included in any such ranking. No ranking or recognition should be construed as a current or past endorsement of Montis Financial by any of its clients. Montis Financial’s Chief Compliance Officer remains available to address any questions regarding rankings or recognitions, including the criteria used for any reflected ranking. Awards, ratings, or rankings may not be representative of any one client’s experience and are not indicative of Montis Financial’s or its advisors’ future performance or the performance of clients’ investments.

Robert McGahan

Operations Associate

Robert McGahan is an operations associate at Montis Financial. He collaborates with the director of operations to ensure seamless commercial operations, identifying areas for improvement and implementing effective solutions.

Prior to joining Montis, Rob worked as an operations lead specialist in trade management at Brown Brothers Harriman. His responsibilities included securities processing, instruction authentication, and entry verification.

Rob earned a B.S. in business administration with a concentration in finance and a minor in economics from the University of New Hampshire.

Outside the office, Rob enjoys spending time with family and friends, traveling, playing golf, and staying active outdoors.

Neither rankings or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, license, membership in a professional organization, or prior experience, should be construed by a client or prospective client as a guarantee of a particular level of results if Montis Financial is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines and other organizations are generally based on information prepared or submitted by the recognized advisor and are typically limited to participating advisors (see participation criteria and methodology). Unless expressly indicated otherwise, Montis Financial did not pay a fee to be included in any such ranking. No ranking or recognition should be construed as a current or past endorsement of Montis Financial by any of its clients. Montis Financial’s Chief Compliance Officer remains available to address any questions regarding rankings or recognitions, including the criteria used for any reflected ranking. Awards, ratings, or rankings may not be representative of any one client’s experience and are not indicative of Montis Financial’s or its advisors’ future performance or the performance of clients’ investments.

Maria Kirkland

Director of Finance

Maria Kirkland is the director of finance at Montis Financial. She oversees all financial transactions, including billing, accounts receivable, and vendor contract negotiations. Maria also manages financial statements, tax filings, and budget tracking to ensure accurate and efficient financial operations.

A graduate of Bentley College, Maria began her career at CPA firms, building her expertise before establishing her own practice. Born and raised in Massachusetts, she continues to call the state home as her son pursues college nearby.

Outside of work, Maria enjoys fitness, gardening, reading, and cheering on the Red Sox, Patriots, and Bruins.

Neither rankings or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, license, membership in a professional organization, or prior experience, should be construed by a client or prospective client as a guarantee of a particular level of results if Montis Financial is engaged, or continues to be engaged, to provide investment advisory services. Rankings published by magazines and other organizations are generally based on information prepared or submitted by the recognized advisor and are typically limited to participating advisors (see participation criteria and methodology). Unless expressly indicated otherwise, Montis Financial did not pay a fee to be included in any such ranking. No ranking or recognition should be construed as a current or past endorsement of Montis Financial by any of its clients. Montis Financial’s Chief Compliance Officer remains available to address any questions regarding rankings or recognitions, including the criteria used for any reflected ranking. Awards, ratings, or rankings may not be representative of any one client’s experience and are not indicative of Montis Financial’s or its advisors’ future performance or the performance of clients’ investments.