Financial Services
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Consumer Credit Counseling Service of Southern New England
Mel R. Stiller, President
8 Winter St., 7th Floor, Boston, MA 02108
Phone: (617) 960-8101
Fax: (617) 960-1492
Email: mel.stiller@moneymanagement.org
Website: www.creditcounseling.org
Individual counseling on budgeting and options for getting out of debt; creditor arbitration;
and group education programs on budgeting, wise use of credit and recognizing and resolving
financial problems.
Lisa Cremonini, MBA, CFP(R)
Jane Siegel & Associates
220 North Main St., Suite 101, Natick, MA 01760
Phone: (508) 650-6777
Fax: (508) 647-0328
Email: Lisa@JaneSiegelAndAssociates.com
Website: janesiegelandassociates.com
Providing independent financial counseling and services to individuals and attorneys involved in
the divorce process. Assessing the big picture through comprehensive financial planning
including: cash flow, budgeting, retirement, estate and investment options.
Securities and advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC, a Registered Investment Adviser.
Barbie Jetter, M.S., Mortgage Advisor
Loansnap.com, Inc.
18 Central Street, Foxboro, MA 02035
Phone: (508) 353-0744
Fax: (508) 297-1441
Email: bjetter@loansnap.com
Website: www.loansnap.com
Barbie Jetter is a Mortgage Advisor, specializing in loans for couples who are in the divorce process. Her expertise is in finding the best mortgage programs available for separated or divorcing couples. She explores and finds financial options for couples in transition and provides clients with mortgage financing analyses and creative financing. These options help to fit the client's life now, their budget and goals for the future.
Jetter holds an MS degree in counseling from Boston University. An experienced counselor, she is able to listen to her clients and advise them on how to seek the best alternatives and solutions, while saving time and money. She has successfully completed the Management Development Program in Residential Lending from Northeastern University, and has completed the Introduction to Mediation Skills Training Program through the Boston Law Collaborative. She is also an Associate Member of the Massachusetts Collaborative Law Council.
McNamara Capital, LLC
Timothy M. McNamara, CDFA, CIMA
Tracey Manzi, CDFA, CFA
PO Box 36, Boston, MA 02117
Phone: (617) 671-0870
Fax: (617) 208-1269
Email: tim@mcnamara-capital.com or
tracey@nedivorcesolutions.com
Website: www.nedivorcesolutions.com
Timothy McNamara is the Founder and Managing Director of McNamara-Capital. He holds a bachelors degree in business from Boston College and is a Certified Divorce Financial Analyst (CDFA). Tim also holds the Certified Investment Management Analyst (CIMA) designation from the Wharton School of Business. Tim has over 15 years experience managing money for high net worth individuals and their families at Morgan Stanley's Private Client Group & UBS PaineWebber. He recently established McNamara-Capital, LLC - an independent family wealth management practice at Cadaret Grant. McNamara Capital specializes in managing money and providing financial advice to high net worth individuals, small business owners and individuals who are going though transitions such as divorce, retirement or the sale of their business.
Timothy is also the Co-founder of New England Divorce Solutions, LLC which is New England's only firm specializing in matrimonial finance issues. He partners with the company's founder, Tracey Manzi, who also is a Certified Divorce Financial Analyst (CDFA) and holds the Chartered Financial Analyst (CFA) designation. In addition to Tracey's extensive financial background, she is also trained in Collaborative Law, a member of the Massachusetts Collaborative Law Council (MCLC) and the International Academy of Collaborative Professionals(IACP). Tim is also trained in both Divorce Mediation and Collaborative Law. Both he and his partner Tracey specialize in helping attorneys and individuals find creative solutions to complex financial problems. Tim and Tracey obtained their skills and knowledge about divorce finance through the Institute for Divorce Financial Analysts (IDFA).
Both are very active members of the allied divorce community in the New England area. They are co-directors of the Massachusetts Chapter for the Association of Divorce Financial Planners and members of the Mass Bar Association, Massachusetts Collaborative Law Council, International Academy of Collaborative Professionals, Association of Family Conciliatory Courts, Massachusetts Council on Family Mediation and the Institute for Divorce Financial Analysts. Timothy is also a volunteer mediator with Mediation Works Inc. in the state court district program. In addition, both dedicate their time and expertise to answering questions on divorce finance related matters on www.womansdivorce.com.
Susan M. Miller, Principal, MA, CPA, CFP, CDFA
Aurora Financial Advisors, LLC
10 Laurel Avenue, Suite 150., Wellesley, MA 02481
Phone: (781) 239-9996
Fax: (781) 239-1551
Email: info@aurorafa.com
Website: www.AuroraFA.com
Susan Miller is a Principal with Aurora Financial Advisors, LLC. She holds
bachelors and masters degrees in Economics, is a Certified Public Account (CPA),
Certified Financial Planner (CFP), member of NAPFA, Certified Divorce Financial
Analyst (CDFA) and is currently enrolled in the Chartered Financial Analysts
(CFA) Program. Susan has been providing investment advice, financial planning
and tax strategy to individuals and small businesses for over 20 years. She is
also a trained mediator, serves on the Civil Committee of the International
Academy of Collaborative Practitioners (IACP) and is co-chair of the Family Law
Practice Group of the Massachusetts Collaborative Law Council (MassCLC).
Aurora Financial Advisors, LLC [AFA] is an independent, fee-only Registered
Investment Advisory firm. With its main office in Wellesley and branches in
South Coast's New Bedford and downtown Boston, AFA specializes in creating
customized, coordinated financial, investment and tax strategies for
individuals, including those contemplating life transitions (divorce,
retirement, career change, estate planning, etc.).
Barbara Shapiro, Ed.M., MSF, CFP(R), CFS, CDFA
HMS Financial Group
333 Elm St., Dedham, MA 02026
Phone: (781) 251-2655
Fax: (781) 251-2656
Email: bshapiro@hms-financial.com
Website: www.bshapiro-cdfa.com
Barbara Shapiro is vice president of HMS Financial Group, a full-service investment and
financial planning firm, serves on the Board for the Institute for Divorce Financial
Analysts, is a member of the Founders Forum of the Jewish Community Women's Fund, and
Member of Advisory Committee of Kol Isha - Prevention of Jewish Domestic Violence. Barbara
also serves as Treasurer of the Massachusetts Council of Economic Education and Regional
Director of Institute of Certified Divorce Financial Analysts.
An experienced teacher, Barbara has written, developed and taught courses on financial
planning and investments. She has also lectured to various groups on financial planning,
investing, long-term care insurance, and divorce planning. As a financial expert, Barbara
has been a guest on New England Cable News' "Business Day" program, and Fox TV news,
serving as an authority on women and finance. A well known, highly respected professional
in the field, Barbara has been interviewed by USA Today, the Boston Herald, the Boston
Globe, the Boston Business Journal, "That Money Show," Information Week, Investment News,
"The Law Show," "CNN Lookout," "CNNfn.com," NPR's "The Connection," and WBZ News radio, as
well as many others. She also served as a columnist for Physician's Money Digest,
submitting editorials on different aspects of finance and planning.
Barbara holds various degrees including Master of Education in Counseling (Boston
University),Master of Education in Moderate Special Need with an additional Severe Special
Need Certification (Northeastern),and Master of Science in Finance (Suffolk
University)
Securities and advisory services offered through Cadaret Grant, Member FINRA/SIPC, a Registered Investment Adviser.
Andrea Stackland-Winterer, Advanced Financial Advisor, CFP, CLTC
Ameriprise Financial Services, Inc.
1100 Winter St., Suite 4900, Waltham, MA 02451
Phone: (781) 890-2215
Fax: (781) 890-6945
Email: andrea.m.stackland-winterer@ampf.com
Offering comprehensive financial planning services throughout the divorce process while looking at issues such as: retirement planning, budgeting, estate planning strategies and investments. Able to help individuals and attorneys explore all possible solutions.
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