Our Team
How We Work
Our motivation to become financial professionals comes from personal experience. Seeing friends and family struggle to find trustworthy guidance for their financial futures inspired us to help others navigate these challenges. With a sound foundation in personal finance and professional training, we are committed to preparing people for the years ahead. Over time, we have earned a reputation for simplifying complex financial concepts into clear, practical steps for our clients. Our dedication extends beyond individuals—we are passionate about empowering and uplifting our entire community.
Katerina Ferraro, MS, CFP®
Certified Financial Planner
(781) 863-6305
I grew up in Russia, which gave me an early appreciation for different perspectives and the importance of building something meaningful. That foundation has shaped how I approach my work and my life...
Madhu S. Nene, MA Economics
Relationship Manager
(781) 863-6305
I joined the team in 2014 as Client Relationship Manager, where I handle the details that keep everything running smoothly. My focus is on making sure clients receive accurate, timely service and that their needs are met with care. The...
Kathryn L. Maffei, M.Ed, CFP®
Financial Consultant
(781) 863-6305
Since the fall of 2022, I have worked with Katerina as the successor of the financial business that I began in 1986. Working closely together, I have seen how carefully and thoughtfully she has gotten to know my clients in order to...