Utilizing a comprehensive approach to his practices, Dan assists clients with wealth management, cash flow & debt management, family risk management, and planning for retirement, education, legacy, business, and special situation planning.

Rose processes account transactions and new account applications, and serves as the liaison between the Advisors and our investment clients by servicing investment accounts and handling administrative matters for the wealth management team.

Michele is responsible for assisting the tax department with daily tasks, helping to coordinate the tax season and assisting with tax related activities throughout the year.

Stefanie is responsible for the preparation of a majority of individual and small business income tax returns. She has continued to perfect her practices with each tax season that passes at Cuddy Financial Services.

Kevin is our lead in our firm's human resource practices and internal IT changes. He also continues to provide support in the tax department for quality assurance on the final product, and coordination of our tax systems and processes.

As an Administrative Investment Assistant, Jami supports the Wealth Management Team by coordinating client communications, managing account documentation, and ensuring efficient daily operations.

Chenna is responsible for the development and optimization of the firm’s internal platforms. Chenna plays a pivotal role in backend architecture, environment setup, and documentation strategy, ensuring seamless integration across software.

Mel supports the firm’s tax operations by managing document collection, communicating with clients on outstanding items, and ensuring accurate, timely preparation. She works with the firm’s software developers to enhance internal systems.