Casey Butcher

Accessible Financial Advice We believe quality financial guidance should be available to everyone, regardless of wealth. Fee-Only Commitment As a fee-only firm, we prioritize your best interests—no commissions, no hidden fees. Personalized Planning From starting out to planning retirement, we tailor advice to your unique goals, offering services like investment management, retirement planning, and debt strategies. Empowering Your Dreams At MADE, we help you pursue financial clarity and confidence to live a life of meaning and adventure. Why MADE? MADE Financial Design is inspired by my family—Matthew, Adeline, Deborah, and Ezra. Their initials form our name, reflecting the work with do around Money, Adventure, Dreams, and Education. Like our love for travel and new experiences, we design financial plans to help you craft a life that reflects what matters most. Ready to design your financial future? Contact us for a free consultation at MADEFinancialDesign.com.

Roberta James is a Financial Consultant at Fidelity, a position she has held since 2020. She has more than a decade of experience in the financial services industry, with previous roles including Financial Advisor at Morgan Stanley from 2013 to 2020, Branch Manager and Vice President at M&T Bank from 2011 to 2013, and earlier positions as Personal Banker II and III at M&T Bank between 2008 and 2011. Her professional experience spans financial planning and investment strategies, focusing on creating flexible plans designed to grow with clients over time. Roberta emphasizes an approach centered on her clients' futures and their pursuit of happiness, using Fidelity's technology to assist in building tailored investment strategies. Outside of her professional work, Roberta has interests in art, cooking and baking, movies, reading, traveling, and yoga.