Saltbox Financial LLC

Vera Kelsey Watts is a CFP® and holds a Series 65 license with 12 years of experience in financial advising. She has been with Saltbox Financial LLC since 2014. Saltbox Financial LLC is a fee-only firm offering comprehensive wealth management, standalone financial planning, and tax preparation services to individuals, families, and charitable organizations. The firm manages customized portfolios using a range of investment vehicles and maintains a small client base with approximately $84.9 million under management.

Leslie Modica is a CFP® and holds a Series 65 license with three years of industry experience. She is currently an advisor at Saltbox Financial LLC and also works as a server at Festina Lente, a restaurant in Kittery, ME. Saltbox Financial LLC is a fee-only advisory firm providing comprehensive wealth management, financial planning, and tax preparation services to individuals, families, and charitable organizations. The firm manages customized portfolios using a variety of investment vehicles and serves a relatively small client base with approximately $84.9 million in assets under management.

Jenna Rodrigues is a CFP® and holds a Series 66 license with three years of industry experience. She currently works at Saltbox Financial LLC and has previously been employed at Illumination Wealth Management and Thrivent Financial in various roles. Saltbox Financial LLC is a fee-only financial planning and investment advisory firm serving individuals, families, and charitable organizations. The firm offers customized portfolio management and comprehensive wealth services, combining mutual funds, ETFs, alternative investments, and tax preparation within a client-focused, commission-free structure.

Kamerynn Bonn is a financial advisor at Saltbox Financial LLC with three years of industry experience. She holds a Series 66 designation and has previously worked at Cetera Investment Advisers LLC and Semmax Financial Group. Before her financial career, she held positions in the hospitality and childcare sectors. Saltbox Financial LLC is a fee-only advisory firm serving individuals, families, and charitable organizations with comprehensive wealth management, financial planning, and tax preparation services. The firm manages customized portfolios using a range of investment vehicles and emphasizes fiduciary standards without accepting commissions.

Iliana Reinhardt is a financial advisor at Saltbox Financial LLC with a Series 65 designation and one year of industry experience. Prior to joining Saltbox Financial, she worked in bookkeeping and held various roles in nonprofit and academic settings. Saltbox Financial LLC is a fee-only firm offering comprehensive wealth management, financial planning, and tax preparation services to individuals, families, and charitable organizations. The firm manages customized portfolios using a range of investment vehicles and adheres to a fiduciary standard without accepting commissions.