Stephanie Loeffel

Hi, I am Joe, I have chosen to be a financial planner because I care deeply about helping people achieve an even greater future with their finances. I specialize in working with corporate professionals and families planning for a future in retirement. I have a lot of experience with employees at public Biotechnology and Defense Contracting Firms. I often see people start to work with me around 45-60 to get a head start on their future, but also have a variety of others I work with as well. I offer ongoing financial planning and investment services as well as one time plans. Utilizing my unique planning and investment philosophy, we can explore valuable financial opportunities, uncover blind spots, and build a plan that makes your money work harder for you. Parkmount Financial Partners has been featured well recognized publications such as Bloomberg, Investment News, iHeartRadio, Financial Planning Magazine, and GoBankingRates.com Reach out and schedule time for free initial consultation

I began my career in the financial services industry nearly ten years ago. Prior to founding Dreamfield Planning Group, I served as an associate wealth management advisor at Sconset Wealth Management—an advisory practice nested in the downtown Boston office of Northwestern Mutual—where I developed financial plans and managed investment assets. In a preceding role in the same office, I led an internal business unit providing investment consulting services to multiple financial advisors representing more than $200 million of assets under management (AUM). Previous to that, I served as an associate financial advisor at a Foxborough, Massachusetts financial planning practice and as a research analyst at a Cambridge, Massachusetts public policy research firm. I hold a Bachelor of Arts in History from Hendrix College and a Master of Public Policy from Georgetown University. I am both a CERTIFIED FINANCIAL PLANNER™ and a CFA Charterholder. I have lived for many years in Milton, Massachusetts with my wife Allie and our son Ben. In my spare time, I enjoy travel, reading, playing guitar, and taking long walks with the family dog, Louie.

There is no one-size-fits-all approach to wealth planning, and good financial advice means getting to know the unique person or family on a personal level. I’m a CERTIFIED FINANCIAL PLANNER™, Accredited Portfolio Management Advisor™, and the Founder of One Financial Design. As a self-development enthusiast, I’ve spent countless hours thinking about how to use money to live a true and fulfilling life. Personally, my husband and I often come back to the goal of spending more time and money on family experiences with our two kids, before time passes us by. Are you ready to explore your financial possibilities? I can't wait to hear your story. Visit my website www.onefinancialdesign.com to learn more and schedule an introductory call.

During my career, I have had the opportunity to work with a full spectrum of clients, including those opening their first retirement accounts to those on top of the Forbes wealthiest list and their family offices. A family office is one that a wealthy family hires as the necessary professionals to handle their wealth management as full-time employees working solely for their family. Each wealthy family has a dedicated CEO who runs their entire office and encompasses subject matter expertise in numerous areas. Family offices are usually reserved for people with an excess of $100 million because of the cost to create and maintain them. Every member of the office collaborates to ensure the family’s goals are achieved. My time working with the world’s wealthiest and supporting their family offices has created a desire to emulate this model for all by collaborating with your existing team of professionals. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Chartered Financial Consultant®, and Enrolled Agent with the IRS I focus on bringing the collaborative planning delivered by Family Offices to the clients who work with our team. This means collaborating with the existing professionals in their lives to cover all aspects of their comprehensive planning needs. This may include details associated with asset allocation, investment research, portfolio manager selection, real estate investment analysis, business planning, estate planning, tax planning, risk management and retirement planning. I cherish the trust and confidence that clients place in me to provide guidance along the path toward financial independence. After 17 years in the industry, I have come to realize that building relationships with clients and their team of professionals allows us to be a resource for them to pursue financial success and, in turn, provide me with the greatest satisfaction.

Matt developed a passion for the financial services industry as a client of the industry. His unique perspective of being a client is an essential part of Matt’s success, as he can easily see things from the client’s point of view. Matt received a bachelor’s degree in Civil Engineering from Rochester Institute of Technology. After spending the early part of his career as a Professional Engineer designing land development projects, Matt developed the calling to help others learn and develop the best practices around money that have benefited he and his family. His mission is to help his clients bring their futures into the present so they can make informed and educated decisions around their money. Outside the office, Matt spends much of his time with his daughter and wife. He is an active steward at Saint Sophia Greek Orthodox Church. Matt enjoys golf, biking, reading, and spending time with friends. “Give me six hours to chop down a tree and I will spend the first four sharpening the axe” – Abraham Lincoln

If you spend any time with Brandon, you will likely hear him say, “I believe that God put me on this earth to serve business owners & entrepreneurs.” Operating under a conviction that small businesses drive our economy, he brings passion and dedication to helping people be the best version of themselves and to run their businesses at the highest possible level. Of course, he will define the term entrepreneur a little more broadly than most – choosing to include those who have employers but have the mindset of the entrepreneur (a.k.a “intrapreneur”). His experience at Deloitte as well as his time starting, managing, and selling a business in the energy sector before joining the financial services industry, makes Brandon an insider to this community and uniquely positions him to provide insight and expertise to business owners. Acknowledging that not everyone will own a business, Brandon encourages people to take ownership of whatever role they are in to create opportunities for their careers, their finances, and ultimately, their families. Brandon believes that everyone has the capacity to live a life of significance and meaning. With Brandon, family always comes first. His most important roles are as a husband to his wife, Kelly, and as a father to Jake (age 15), Anna (age 12) and Luke (age 8). Brandon, a resident of Duxbury, MA, can often be found volunteering on the baseball field or the soccer field. Brandon is very active in his congregation at New Hope Chapel (Norwell), is an avid golfer, and is a fan of the University of Georgia Bulldogs. Keep an eye out for the UGA flag flying prominently at Duxbury Beach.