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...

As a financial advisor, Chris’ practice focuses on financial planning for individuals and business owners that have a desire to leave a lasting legacy. We accomplish this with an emphasis on tax reduction strategies and...

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...