Team
Daniel R. Cuddy, CPA, CFP®
Wealth Advisor
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 McIntosh
Financial Services Assistant
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.
Kristi Matthews
Executive Administrative Assistant
Kristi is responsible for assisting clients and coordinating the firm's daily activities to ensure smooth daily operations between our management, staff, and vendors.
Danelle Ceratt
Client Services Representative
Danelle is responsible for assisting in servicing clients’ investment accounts and handling administrative matters for the wealth management team.
Michele Petrosino Whiting
Tax and Accounting Administrative Coordinator
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 Raymond
Tax Preparer
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 Cunningham
Tax and Accounting Services Assistant & HR Representative
kcunningham@cuddyfinancial.com
Kevin is responsible for making certain the final product meets our quality control standards and ensures a seamless tax return delivery process. He also is involved in our firm's human resource practices and IT development.
Melissa Taylor
Tax and Accounting Services Assistant
Melissa is responsible for organizing all incoming personal tax documents from our clients, and ensuring that our tax preparers have everything they need to complete a client's tax return. She is an integral part of client communication.
Patricia Zammett
Receptionist
As our receptionist, Pat is responsible for connecting our clients with the proper departments and handling the scheduling of all different communication options between our firm members and our valued clients.