Our mission is to help generations of families make educated decisions, so they are more confident about their financial future.

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Team photo for Marblestone Wealth
Team photo for Marblestone Wealth

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Our advisors

Advisor photo for Jason K DuBois

Jason K DuBois

CRPC, ChFC®, APMA®

Private Wealth Advisor

Managing Partner of Marblestone Wealth
Learn more about Jason K DuBois
Advisor photo for Benjamin A Russell

Benjamin A Russell

CFP®, CRPC, APMA®, CEPA®

Private Wealth Advisor

Managing Partner of Marblestone Wealth
Learn more about Benjamin A Russell
Advisor photo for Timothy S Walsh

Timothy S Walsh

CFA®, CRPC

Associate Financial Advisor

Managing Partner of Marblestone Wealth
Learn more about Timothy S Walsh
Advisor photo for Marcy Smith

Marcy Smith

CRPC, APMA®, MS

Associate Financial Advisor

Learn more about Marcy Smith


Our team

Alison Rogers

Alison Rogers

Operations Director

Roles & Responsibilities

  • Oversee Day-to-Day Operations
  • HR support
  • Projects & Events
  • Process Improvements
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Jeffery A. Thompson

Jeffery A. Thompson

Client Concierge

Qualifications

  • FINRA Series 7 Licensed
  • FINRA Series 66 Licensed

Roles & Responsibilities

  • Money Movement
  • Account Maintenance & Transfers
  • Client Service
  • Mentor/Coach
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Maria W. Couture

Maria W. Couture

Financial Planning Specialist

Qualifications

  • FPQP®

Roles & Responsibilities

  • Meeting Preparation & Follow up
  • Ameriprise.com Support
  • Assists with all data related to Financial Planning
  • Assists in Daily Office Support
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Theodore 'Teddy' Andres

Theodore 'Teddy' Andres

Client Service Specialist

Roles & Responsibilities

  • Money Movement
  • Account Transfer & Maintenance
  • Client Service
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Maire  Radigan

Maire Radigan

Client Service Coordinator

Roles & Responsibilities

  • Appointment Scheduling
  • Client Reception
  • Phone Management
  • Branding & Marketing
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Experience the power of a Strategic Alliance

To help our clients reach their long- and short-term financial goals, we have formed Strategic Alliances that can offer additional insights to your unique situations. If you’re looking for professionals to add to your network, visit our Strategic Alliance’s website or reach out directly to our practice to learn more.