Our Team

We provide financial strategies that are easy to understand and implement.

Snow-capped mountain with clouds illuminated by sunlight at sunset or sunrise

By establishing a long-term relationship based on trust, we instill our clients with the confidence towards achieving their goals and aspirations.

Investment Team

  • Picture of Gracio Garcia, AIF - Director of Investments for Bulfinch Group Investments

    Gracio A. Garcia, AIF®

    VP of Wealth Management

    Read Bio
  • Picture of Marshall Dodge, Director of Retirement Plans for Bulfinch Group Investments

    Marshall Dodge, AIF®

    Director of Retirement Plans

    Read Bio
  • Picture of Jenny Hallstroem, Financial Advisor & Investment Operations Manager for Bulfinch Group Investments

    Jenny Hallstrom

    Financial Advisor and Investments Operations Manager

    Read Bio
  • Picture of Ryan Campbell who is a Financial Advisor & Investment Operations Coordinator for Bulfinch Group Investments

    Ryan Campbell

    Financial Advisor & Investment Operations Coordinator

    Read Bio

Investment Operations

  • Picture of Susannah Windmiller who is the Client Concierge & Executive Assistant for Bulfinch Group Investments

    Susannah Windmiller

    Client Concierge & Executive Assistant

    Read Bio
  • Picture of Jenny Hallstroem, Financial Advisor & Investment Operations Manager for Bulfinch Group Investments

    Jenny Hallstrom

    Financial Advisor and Investments Operations Manager

    Read Bio
  • Picture of Ryan Campbell who is a Financial Advisor & Investment Operations Coordinator for Bulfinch Group Investments

    Ryan Campbell

    Financial Advisor & Investment Operations Coordinator

    Read Bio
  • Picture of Bridget Slandzicki is the Investment Operations Coordinator at Bulfinch Group Investments

    Bridget Slandzicki

    Investment Operations Coordinator

    Read Bio

Wealth Advisors

  • A smiling middle-aged man with light gray hair, wearing a dark blazer and a light checkered shirt, outdoors with trees in the background.

    Peter Leddy

    Financial Advisor

    Read Bio
  • A man with short, dark hair, wearing a dark blazer, light blue dress shirt, and an orange patterned tie, looking at the camera with a neutral expression, standing outdoors with a blurred background.

    Michael Elcock

    Financial Advisor

    Read Bio
  • Headshot of a smiling bald man wearing a blue suit jacket and a light blue checkered shirt.

    Yan Katz

    Financial Advisor

    Read Bio
  • A woman with short brown hair, glasses, and gold jewelry smiling in front of a blurred green outdoor background.

    Lydia Asaf, MBA

    Financial Advisor

    Read Bio

Our practice is supported by a dedicated team of financial professionals at The Bulfinch Group. We collaborate closely with these individuals to provide comprehensive guidance and deliver the highest level of service to our clients.

Get Started Today ➔

Team Photos

Group of professionally dressed men and women standing on stairs outside of a modern building, posing for a group photo.
A group of seven people standing indoors in front of large windows. They are dressed in business casual attire, smiling at the camera. The room has patterned curtains and carpet, with two wall-mounted light fixtures visible.
Group of people wearing numbered bibs posing at the "Newton Start" banner for a Jimmy Fund Walk event, with trees and a clear sky in the background.
Group of nine professionally dressed people standing together indoors, with large windows and a staircase in the background.
Group of four people standing indoors in front of greenery, wearing business casual attire, smiling at the camera.
A group of people at an outdoor event, with two men in the foreground wearing sunglasses and hats. Behind them, a banner reads 'Finish Line,' with colorful balloons arching over the path. The event appears to be well-attended, with many individuals w
Group of people posing with signs at a charity walk event in front of Boston Marathon Jimmy Fund Walk banners. Participants are holding "10K," "I did it!" and "Finish" signs, with balloons in the background. A stroller with a child is also visible. S
Five people in matching baseball jerseys stand in front of an empty sports field, possibly a stadium, with city skyscrapers in the background.
Two people on a sandy beach near a lighthouse at sunset.
Two men posing at a baseball stadium, one wearing a colorful shirt, the other in a white patterned shirt. The field and stadium lights are visible in the background.
Group of people standing in front of Cradles to Crayons banners inside a building.
Group of people cleaning shoes at a large workspace with shelves of labeled boxes in the background.
Two men smiling while standing in a warehouse with shelves stocked with boxes. A "Cradles to Crayons" sign is visible in the background.
A group of eight people dressed in formal business attire standing in a well-lit room with patterned carpeting and white walls.
Two people standing behind a table with piles of clothes at a thrift store, smiling at the camera.