Learn More About the Team
At Montis Financial

John M. Yanchek

Managing Partner & Chief Compliance Officer

John is a managing partner 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 merger 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.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Montis is engaged, or continues to be engaged, to provide investment advisory services.

Tucker P. Donahoe, CAIA

Managing Partner

Tucker 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 a specialist 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 outside 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.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Montis is engaged, or continues to be engaged, to provide investment advisory services.

Christiane S. Delessert, Ph.D., CFP®

Founder & Advisor emeritus

Dr. Delessert 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™, a member of the Financial Planning Association and 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.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Montis is engaged, or continues to be engaged, to provide investment advisory services.

Christopher J. Dalto, MBA, JD, CFP®

Founder

Christopher is a co-founder of Montis Financial and has provided comprehensive financial planning and investment consulting services to high-net-worth individuals for over 27 years. 

Christopher received his bachelor’s degree in environmental geography from Ohio University and continued his education at Suffolk Law School in Boston. There, he earned a J.D. and an M.S. in business administration. Having become a member of the Massachusetts bar in 1999, Christopher worked as an estate planning paralegal at William D. Mahony and Co. in Sudbury, MA prior to his work with Montis Financial. 

Christopher is actively involved with local youth sports and has served as president of Assabet Valley Little League, treasurer of Stow Youth Basketball and coached numerous youth baseball, softball, basketball and soccer teams. He also enjoys cooking Italian foods, primarily using family recipes, and is a passionate collector of baseball cards, coins, stocks and more. His family remains busy—from Christopher’s wife who owns Little Feet Treats, LLC (a custom cakes and cupcakes company) to his children who are actively involved in youth baseball, basketball and competitive dance. 

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Montis is engaged, or continues to be engaged, to provide investment advisory services.

Dennis E. Follmer

CHIEF INVESTMENT OFFICER

Dennis is the Chief Investment Officer of Montis Financial. His primary responsibilities include leading Montis’ investment and portfolio management process, developing economic and market-related thought leadership content, and supporting business development efforts. Dennis also participates on the leadership team as well as sits on Montis’ investment committee.

Over the last 30 years, Dennis has garnered extensive investment, portfolio management, tax management and leadership experience. Prior to joining Montis, he was the Head of Portfolio Management at 55ip, a subsidiary of JPMorgan Asset Management that provides tax-management of model portfolios and separately managed accounts (SMAs) for wealth managers across the country. Earlier in his career, Dennis worked in the alternative asset management space including as a founding partner of Oceanwood Capital Management, a $2 billion spin-off from Tudor Investment Corp, as well as the parent company Tudor Investment Corp, where he managed event-driven strategies.

Dennis received 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 the proud father of two sons and is an avid golfer.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Montis is engaged, or continues to be engaged, to provide investment advisory services.

Randy Schaible, CFP®, CFA

Senior Investment Analyst

Randy is a Senior Investment Analyst at Montis Financial, where he provides clients with customized investment advice and supports the Chief Investment Officer in researching market developments and assessing risk. In this role, Randy collaborates closely with clients to develop and execute comprehensive investment strategies, ensuring all aspects of their investments are expertly managed.

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™ and a Chartered Financial Analyst (CFA), bringing extensive knowledge to his work with clients. Randy is also 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 every Sunday during football season.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Montis is engaged, or continues to be engaged, to provide investment advisory services.

Joseph H. ("Jay") Bragdon

Senior Financial Advisor

Jay is a Senior Financial Advisor at Montis Financial. Jay's primary responsibilities include relationship, investment, and portfolio management for Montis' clients’ families.

Jay has served as investment advisor to high-net-worth families for more than 40 years. As 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 ever since to expand that field.

Understanding the limitations of traditional (linear) investment analysis, which subordinates the well-being of people and nature to the pursuit of GDP and profit, Jay maintains that such “living assets” are the primary source of economic value creation; and that nurturing these assets, instead of being an unnecessary expense, enables companies to regenerate from within. To test the legitimacy of this unconventional (non-linear) approach, he created in 1995 a learning lab of corporate leaders in living asset stewardship called the Global Living Asset Management Performance (LAMP) Index.

The extraordinary performance of companies in this Index eventually led to the publication of three books: Profit For Life (2006), Companies That Mimic Life (2016) and Economies That Mimic Life (2021). Considered together, all three books frame an emerging renaissance in corporate and political-economic leadership.

With a B.A. from American University’s School of International Service and an M.A. from the Fletcher School of Law and Diplomacy, Jay understands the value of public service, environmental stewardship and financial stability in both areas, and the beneficial feedbacks these policies generate for people, planet and profit.

Jay has served on the board of the Sustainability Institute, which was founded by Donella Meadows and has been a research member of the Society for Organizational, which emerged in 1997 from MIT’s Center for Organizational Learning. He is presently 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.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Montis is engaged, or continues to be engaged, to provide investment advisory services.

Timothy R. Brown

Senior Financial Advisor

Timothy is a senior financial advisor at Montis Financial. In his role at Montis, Timothy’s responsibilities include financial and retirement planning, investment and tax management, insurance and estate planning.

What started as a journey in 1984 for Timothy in “delivering solutions – not products” has now become his mission. With nearly 40 years of experience in the financial planning field, Timothy took his expertise and founded 360 Family Office with the goal of empowering business owners and executives to create new business structures dedicated to serving their entire family. Extensive training in tax, estate, insurance and investments along with a comprehensive professional network offered clients an elevated “family office” experience. Timothy merged his prior business with Montis in 2023 to continue enhancing client service for his clients. 

Due to Timothy’s curiosity, desire for knowledge and continued growth to best serve his client families he has earned important certifications as a Family Office Advisor by the Pepperdine Graziadio Business School, a Certified Trust and Fiduciary Advisor by the American Bankers Association and as a Retirement Management Analyst by the Investment & Wealth Institute. With an in-depth background in both sports and private investigation, he has been able to uncover, as a Family Officer, what really matters to his client families and to work together with the family and other professionals on executing the outcomes they need, want and wish for.

Timothy is an avid traveler whose ambition is to see all the United States, including as many national parks as possible. When he is not working to support his client’s confidence in their financial future, you’ll find him Airstream traveling, learning to fly fish, attending sporting events and enjoying his large family or sharing time with his daughter Jessica. After 61 years of Los Angeles life, Timothy now lives in East Boise, on the southwest plains of Idaho, with dogs Biggie and Camo.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Montis is engaged, or continues to be engaged, to provide investment advisory services.

Brian W. Burke, JD, MA, CFP®, CPWA®

Senior Financial Advisor

Brian is a Senior Financial Advisor at Montis Financial. Within his role at Montis, Brian’s responsibilities include financial and retirement planning, investment management, tax and insurance analyses, estate planning, among other comprehensive client planning aspects.

Brian began his financial services career at Ayco, a fee-based national planning firm focused on the unique financial needs of company executives, providing counsel to clients in the areas of investments, taxes, employee benefits, legacy planning, cash flow analysis and risk management. After Ayco, Brian worked at both Merrill Lynch and Morgan Stanley, developing a deeper understanding of investment management in the context of a planning-centered approach, which focuses on, in order of importance 1) dialogue with the client to understand the client’s goals and concerns; 2) designing a financial plan for the client, coordinating their various sources of wealth, with those goals and concerns in mind; and 3) keeping the client informed and advising on planning decisions. 

Throughout his childhood, Brian worked on a dairy farm where he learned the importance of hard work, accountability, and service. He graduated with a bachelor’s degree from SUNY Plattsburgh in 1989, a master’s degree from Penn State in 1992, and a Juris Doctorate from Pace University School of Law in 1995. Ever since, Brian has spent his career helping high net worth clients in building, implementing, and monitoring comprehensive financial plans. Brian is a CERTIFIED FINANCIAL PLANNER™ and is pleased to work at Montis because the firm adheres to the same values he learned as a child: To work hard, to put the interests of others before your own and to hold yourself accountable to those high standards.

Brian lives in Holliston with his wife Tammy and their three children, Maria, Nolan and Cade. He is actively involved in the kids’ sports and boy scout activities.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Montis is engaged, or continues to be engaged, to provide investment advisory services.

Casandra A. Johnson, MBA

Senior Financial Advisor

Casandra is a Senior Financial Advisor at Montis Financial, where she provides comprehensive financial planning with a focus on retirement income planning, investments, gifting, estate planning with tax considerations, and insurance. Known for her ability to make complex financial concepts clear and approachable, Casandra values being a trusted advisor and sounding board for her clients.

Previously, Casandra was a partner and financial advisor at Financial Navigators and also served as a financial advisor at TIAA. She brings extensive experience in asset management and distribution across various investment vehicles and has been a dedicated professional in the financial services industry since 2004.

Casandra holds a B.S. in Business Administration from the University of Connecticut and an M.B.A. from Sacred Heart University. She is also Series 65 licensed.

Outside of the office, Casandra likes to spend time with her daughter, husband and dog. She enjoys activities such as skiing, kayaking, reading and playing cribbage.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Montis is engaged, or continues to be engaged, to provide investment advisory services.

Claudine P. Schrock, CFP®

Senior Financial Advisor

Claudine is a senior financial advisor at Montis Financial. Claudine’s primary responsibilities include providing comprehensive and dynamic financial planning solutions for clients. Her other responsibilities include evaluating tax efficiency, reviewing estate and insurance plans, providing investment and portfolio management expertise to clients, as well as responding to day-to-day needs and activities. She’s passionate about communication and creating meaningful long-term partnerships with the families and individuals she is fortunate to help.

Claudine previously held positions at Adviser Investments and Northwestern Mutual. She has been in the financial services industry since 2009 and is passionate about helping her clients find their version of financial success. Claudine earned her CERTIFIED FINANCIAL PLANNER™ designation in 2022 and is a graduate of Elon University. She is also a multiyear winner of the Boston magazine Five Star Wealth Manager Award.

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

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Montis is engaged, or continues to be engaged, to provide investment advisory services.

This award was provided by Five Star Professional. Montis Financial did not pay any direct or indirect compensation to be considered for, awarded, or otherwise advertise the award. Five Star Professional conducts market research to define and promote professional excellence in the professions which the organization 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 referring to their website at www.fivestarprofessional.com/public/research.

Christopher M. Tilden, CFP®

Senior Financial Advisor

Chris is a Senior Financial Advisor at Montis Financial, bringing over 25 years of experience in the finance industry. A multiple-year recipient of the Five-Star Wealth Manager Award, Chris specializes in comprehensive wealth management and financial planning for high-net-worth clients. His expertise spans tax management, estate and insurance planning, and investment management.

Before joining Montis, Chris served as President and Chief Investment Officer at Financial Navigators, Inc., a fee-only registered investment advisor (RIA) firm near Boston. He also worked as a Financial Consultant at Fidelity Investments. A U.S. Navy veteran, Chris served five years, including as financial manager aboard the aircraft carrier USS Theodore Roosevelt (CVN-71) 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 (CFP®) designation through Suffolk University. Residing in southern New Hampshire, he enjoys being centrally located near the mountains, beach, and Boston. In his free time, he enjoys attending concerts, sporting events, and glamping. A former professional musician, Chris continues to write and play music in his home studio whenever time permits.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Montis is engaged, or continues to be engaged, to provide investment advisory services. 

This award was provided by Five Star Professional. Montis Financial did not pay any direct or indirect compensation to be considered for, awarded, or otherwise advertise the award. Five Star Professional conducts market research to define and promote professional excellence in the professions which the organization 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 referring to their website at www.fivestarprofessional.com/public/research.

Daniel J. Traub

Senior Financial Advisor

Dan is a Senior Financial Advisor at Montis Financial.  Dan’s responsibilities at Montis include investment management and retirement planning in addition to providing comprehensive wealth management advice.

Dan is a 36-year veteran in 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 many 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 has had articles published in Technical Analysis of Stocks and Commodities, The Boston Business Journal, and Financial Planning Magazine. In addition, various traditional and on-line publications have quoted his views on financial issues and markets.

Dan received 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 The Needham Golf Club Chairman to The Francis Ouimet Scholarship Fund, and he is involved in raising funds for the Hearing Loss Association of America (HLAA).

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Montis is engaged, or continues to be engaged, to provide investment advisory services.

Bob Whelan

Senior Financial Advisor

Bob serves as a Senior Financial Advisor for Montis Financial. In his capacity Bob is responsible for providing comprehensive wealth management advice to high-net-worth individuals and families, small businesses, and charitable organizations. He works closely with clients and their ancillary advisors to develop financial strategies to help clients meet their current needs and plan for their long-term objectives. Bob also coordinates the various services his clients require based on their unique needs, including investment management, planning, trust, and private banking advice.

Bob has more than 40 years of experience in the financial services industry. Prior to joining Montis Financial, he was a senior vice president for Wilmington Trust, Boston.  Earlier in his career, Bob held positions at leading financial organizations in New England, developing business and counseling individuals, and was a longtime partner at the Colony Group in Boston.

He holds a bachelor’s degree in economics from Boston University and currently resides in Needham MA with his wife and three boys. He has been actively involved in the Needham sports community, as a coach and former Needham Little League board member, as well as a former board member of MAB Services (Massachusetts Association for the Blind). Bob is an avid runner, having successfully completed several marathons to raise funds for Boston Children’s Hospital.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Montis is engaged, or continues to be engaged, to provide investment advisory services.

Cameron Gast, CFP®

Financial Advisor

Cameron serves as a financial advisor for Montis Financial. In his role, Cameron leads with comprehensive financial planning to help his clients identify, prioritize, and ultimately accomplish their long-term goals. Cameron specializes in educating and ensuring his clients have a deep understanding of their wealth strategies and the alignment with ultimate financial objectives. Cameron is passionate about leading his clients through all of life’s transition periods while establishing a sense of security along the way.

Cameron is a graduate from Roger Williams University earning a B.S. degree with cum laude honors in finance and accounting. Cameron is a CERTIFIED FINANCIAL PLANNER™ and is well versed when it comes to investment analysis, retirement planning, income tax planning, and estate planning. Cameron worked as a VP, Financial Consultant at Charles Schwab before joining Montis Financial. In his role at Charles Schwab, Cameron held the responsibility of being a trusted advisor for over 300 individuals, institutions, and families. 

Outside of the office, Cameron deeply enjoys spending time with his family, walking on the beach, skiing, and playing golf. He and his wife Rachael reside in Rowley, MA.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Montis is engaged, or continues to be engaged, to provide investment advisory services.

Mariah M. Maines

Financial Advisor & Compliance Manager

Mariah is a Compliance Manager and Financial Advisor at Montis Financial. Alongside the Chief Compliance Officer, Mariah develops and implements compliance programs across the firm, ensuring alignment with advisory best practices and regulations. She works with legal counsel to manage regulatory examinations, ongoing testing, and enhancement of the firm’s policy and procedures to mitigate compliance risk.

 As a Financial Advisor, her responsibilities include providing clients with comprehensive financial planning, managing investment portfolios, evaluating tax efficiency, and reviewing estate and insurance plans. She also provides institutional retirement and financial consulting services.  She is passionate about helping individuals, families, and organizations develop and maintain their financial health.

 Mariah joined Montis Financial through the advisory services purchase of Financial Navigators, Inc., where she served as the Chief Compliance Officer, Financial Planner, and Investment Advisor. Since 2013, she has held financial advisory positions at J.P. Morgan Chase, TIAA, and Pathstone. Throughout her career, she has supported individuals, families, family offices, philanthropies, and institutions in meeting their financial goals. She holds a B.A. from Bard College.

 Outside of the office, Mariah enjoys spending time with her husband and children in Quincy, MA.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Montis is engaged, or continues to be engaged, to provide investment advisory services.

Lillian LeBlanc

Client Service Manager

Lillian is a Client Service Manager at Montis Financial. She works directly with clients to manage and execute all service and relationship activities. In her role, she coordinates all transfers and account-specific activities based on clients' individual needs.

Lillian began her career in 1980 with New England Life Insurance Company located in Boston, where she specialized in evaluating life insurance policies for renewal. In 1986, she joined Fidelity Investments as a Senior Operations Administrator and continued with Fidelity for more than 21 years in various roles including leading the Data Control Team and the Transfer Team.

Lillian joined the Delessert Financial Services team in 2008 as an operations specialist and Montis Financial as a senior client service associate in 2012. 

Outside of the office, Lillian likes to spend time with her family, cooking, baking, watching movies, and retail therapy.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Montis is engaged, or continues to be engaged, to provide investment advisory services.

Jennifer A. Versoy

Client Service Manager

Jennifer is a Client Service Manager at Montis Financial. She works directly with new and existing clients, ensuring they receive high-quality service. She works to execute all service and relationship activities. In her role, she coordinates all account openings, transfers, and account-specific activities based on clients' individual needs.

In her early career, Jennifer worked in various supporting roles for several New England companies. She most recently worked as a client service manager at Financial Navigators from 2015 to the present.

Jennifer enjoys gardening, arts and crafts, DIY projects, and spending time with family and friends outside the office.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Montis is engaged, or continues to be engaged, to provide investment advisory services.

Paula Gorman

Senior Client Service associate

Paula is a Senior Client Service Associate at Montis Financial, where she works closely with the client service team to provide seamless and personalized support. In her role, she manages advisor schedules and coordinates client communications, helping ensure a smooth experience for every client.

A New England native, Paula holds a BFA from Salem State College and has dedicated her career to supporting small businesses. Before joining Montis Financial, she spent 17 years as a Scheduling Manager and Operational Assistant at Financial Navigators, where she managed scheduling and customer service for the firm’s largest client and supported advisors in areas such as 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.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Montis is engaged, or continues to be engaged, to provide investment advisory services.

Judy T. Weeden

CHief Operating Officer

Judy is the Chief Operating Officer at Montis Financial, responsible for overseeing the day-to-day administrative and operational functions of the company. In her role, Judy executes the firm’s business plan and vision providing strategic direction and alignment within the company. She also heads the Operations and Client Services departments, ensures process improvements and efficiencies, leads acquisition partnership integration efforts, assists with strategic planning and execution, and is responsible for talent acquisition.

Prior to joining Montis, Judy served as the Chief of Staff, strategic partner and trusted advisor to the CEO of Adviser Investments, a $9 billion AUM RIA based in Newton, MA. Judy has over 15 years of operational leadership experience including process improvement, software conversion and implementation, workstream development, 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 the office, Judy enjoys spending quality time with her family and friends. She and her husband, Dave, love to capture wonderful memories of their adorable corgi, Atticus, through their photography.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Montis is engaged, or continues to be engaged, to provide investment advisory services.

Melissa Haganey

Senior Operations Analyst

Melissa is a Senior Operations Analyst at Montis Financial. She works closely with the Director of Operations to ensure the commercial operations run smoothly, while also identifying areas of improvement and implementing solutions across the organization.

Melissa brings with her over 6 years of experience working in operations roles for two other Boston-based RIA firms. Prior to joining Montis, she worked as a relationship manager for Beacon Pointe and as a senior operations associate at Adviser Investments.

Melissa graduated with a B.S. in business administration with concentrations in finance and management from Northeastern University in 2017. She was also a member of the Northeastern women’s ice hockey team and served as an assistant captain from 2015 - 2017.

Outside of the office, Melissa enjoys spending time with her friends, family, and staying active with her dog Nash. She also loves exploring new restaurants with her husband and tries to keep in shape by hiking, playing ice hockey and working on her golf game.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Montis is engaged, or continues to be engaged, to provide investment advisory services.

Robert McGahan

Operations Associate

Rob serves as an Operations Associate for Montis Financial. He works closely with the Director of Operations to ensure the commercial operations run smoothly, while also identifying areas of improvement and implementing solutions across the organization.

Prior to Montis, Rob worked as an Operations Lead Specialist in trade management at Brown Brothers Harriman. His primary responsibilities were to perform specialized operational securities processing activities including instruction receipt, authentication and routing, and entry instruction and verification. Rob graduated with a B.S. in Business Administration from the University of New Hampshire with a concentration in Finance and a minor in Economics. 

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

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Montis is engaged, or continues to be engaged, to provide investment advisory services.

Maria Kirkland

Director of Finance

Maria serves as the firm’s financial officer. Maria is in charge of ensuring that all financial transactions are accurate, including billing and accounts receivable. She works with our banks, insurance companies and other vendors negotiating contracts and keeping bills paid. She furnishes financial statements, works on our taxes with our CPA to make sure that taxes, reports and all necessary filings are made on time. She is key to delivering the budget for planning and tracking. 

Maria graduated Bentley College and spent the first part of her career full-time at CPA firms. Only after years of building her expertise did she strike out on her own. Born and raised in Massachusetts, where her son now attends college, she enjoys fitness, gardening, reading and all things Red Sox, Patriots or Bruins.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Montis is engaged, or continues to be engaged, to provide investment advisory services.