Richard C. Cella, III, CWS®
Founder and Managing Partner
978.777.6560
Richard is a Certified Wealth Strategist, Accredited Investment Fiduciary and author of the book, Your Personal Retirement Machine. He is also a member of Ed Slott’s Master Elite IRA Advisor Group, the nation’s leading experts regarding...
Barton T. Liro, CIMA®, TPCP®
Wealth Manager and Managing Partner
bart.liro@ipswichfinancial.com
As a Wealth Manager, Bart brings a vast and extensive background of investment management, research, and financial planning knowledge to his clients. Clients of Bart benefit from his fiduciary approach, in advisory relationships, in...
Brody Ledingham, AIF®
AIF®, Managing Director, Retirement Plan Services
978.777.6560
bledingham@ipswichfinancial.com
Brody has over 20 years of experience in defined contribution plans where he has worked in a variety of different roles, working with companies of all shapes and sizes. He excels at helping plan sponsors with...
Amy R. Kraft
Executive Assistant
978.777.6560
As Executive Assistant, Amy is passionate about providing outstanding customer service. Amy is an accomplished assistant offering over 25 years of administrative experience. She is a consummate professional...
Deb Lawson
Operations Manager
Deb has 25 years of experience in the field of finance and operations. Deb began her career as a CPA. She then moved into corporate finance. Deb has held several senior roles in the areas of operations, planning & strategy.
Colby Dobrusin, CFP®, AIF®
Certified Financial Planner™ professional and Accredited Investment Fiduciary
cdobrusin@ipswichfinancial.com