Our Team

William J. Condon, CFA, CPA, CFP^® [ more]
Direct: 617.526.9380
Fax: 617.439.4348
BillCondon@FinancialGuide.com

C.J. Millett, CFP^®, AEP [ more]
Direct: 617.526.9339
Fax: 617.262.5780
CJMillett@FinancialGuide.com

Felipe M. Venegas, CFP^®, MBA [ more]
Direct: 617.526.9340
Fax: 617.439.4348
fmvenegas@FinancialGuide.com

Michael J. Angelov, CFP^® [ more]
Direct: 617.526.9357
Fax: 617.507.008
mangelov@FinancialGuide.com

Deborah A. O’Hara [ more]
Direct: 617.526.9344
Fax: 617.262.5780
dohara@FinancialGuide.com

Brian C. Hoesly, CFP® [ more]
Direct: 617.526.9321
Fax: 617.262.5780
BHoesly@FinancialGuide.com 

Kristen E. Meahl, CPA, CFP^® [ more ]
Direct: 617.526.9370
Fax: 617.262.5780
KMeahl@FinancialGuide.com

Cameron J. Menter [ more]
Direct: 617.526.9367
Fax: 617.262.5780
CMenter@FinancialGuide.com

Christopher A. Roan [ more]
Direct: 617.526.9361
Fax: 617.262.5780
CRoan@FinancialGuide.com

Perry M. Smith, J.D.*, LL.M. [ more]
Estate and Business Planning Specialist
Direct: 617.526.9378
Fax: 617.439.4348
PerrySmith@FinancialGuide.com