Client Service & Operations Charles J. Zambri Chief Operating Officer/Chief Compliance Officer CharlieZ@BFMinvest.com 617-275-0364 Full Bio Mary-Ann Calcagno Client Service Manager/Compliance Associate MaryAnnC@BFMinvest.com 617-956-9715 Full Bio Douglas J. Snook, CTFA Client Service Manager DougS@BFMinvest.com 617-275-0375 Full Bio Casey Barron Client Service Associate CaseyB@BFMinvest.com 617-275-0365 Full Bio Rosalie M. Gannon Client Service Associate RosalieG@BFMinvest.com 617-956-9723 Full Bio Daisy M. Harrington Client Service Administrator DaisyH@BFMinvest.com 617-956-9705 Full Bio Liz McElligott Client Service Associate LizM@BFMinvest.com 617-275-0341 Full Bio Colleen McLaughlin Staff Accountant ColleenM@BFMinvest.com 617-275-0310 Full Bio Kaitlyn E. Moschella Client Service Associate KatieM@BFMinvest.com 617-275-0420 Full Bio Lauren Poirier Client Service Associate LaurenP@BFMinvest.com 207-517-7517 Full Bio Olivia G. Reardon Client Service Associate OliviaR@BFMinvest.com 617-275-0302 Full Bio Marjon M. Tondravi Operations Manager MarjonT@BFMinvest.com 617-275-0376 Full Bio Stacey A. Walsh Client Service Associate StaceyW@BFMinvest.com 617-275-0342 Full Bio Legal Disclosure Social Media Disclosure Form ADV Form CRS Privacy Policy Website by Nisse Designs © 2021 Boston Financial Management, LLC. All rights reserved.

Planning for Retirement Selection of highly-rated stocks, bonds, and mutual funds. Preserving a Legacy Projection of future wealth on a multi-generational level. Investing an Inheritance Minimal turnover and capital gains taxes, generating higher after-tax return. Utilizing Family Trusts Recommendations for estate planning opportunities. Handling Divorce Customized asset allocation based on your unique financial profile. Saving for College Produce a portfolio with consistent earnings and dividend growth at reasonable valuations. We take our fiduciary responsibility to our clients very seriously, and take pride in providing clarity in the sometimes complicated world of wealth management. K.C. King, CFA, CIC Managing Director Legal Disclosure Social Media Disclosure Form ADV Form CRS Privacy Policy Website by Nisse Designs © 2021 Boston Financial Management, LLC. All rights reserved.