Our Team

As a financial advisor, John’s practice focuses on financial planning for high-net-worth individuals and business owners, with an emphasis on tax reduction strategies and charitable giving. His areas of expertise include planning...

Scott Cashman is an attorney at Bowditch & Dewey where he serves as the Tax Manager for the firm’s Estate, Financial, and Tax Planning practice area. He is responsible for the preparation and oversight of all fiduciary,...

Susan Smith started her financial services career 27 years ago (with Merrill Lynch). Prior to financial services, she was in the US Army, 4th stationed in Colorado Springs. In her role with B & D Advisors, Sue is the primary...

As Compliance Coordinator, Cassie plays a key role in the supervisory and operational aspects of the independent advisory firm. Her attention to detail, combined with her analytical and organizational skills, make her an invaluable...