Our team is here to help generations of families make educated decisions, so you are more confident about your financial future.


Our advisors

Jason K DuBois

CRPC, ChFC®, APMA

Private Wealth Advisor

Managing Partner of Marblestone Wealth
Learn more about Jason K DuBois

Benjamin A Russell

CFP®, CRPC, APMA

Private Wealth Advisor

Managing Partner of Marblestone Wealth
Learn more about Benjamin A Russell

Timothy S Walsh

CFA®

Associate Financial Advisor

Managing Partner of Marblestone Wealth
Learn more about Timothy S Walsh

Marcy Smith

APMA

Associate Financial Advisor

Learn more about Marcy Smith

William Harrison

APMA

Associate Financial Advisor

Learn more about William Harrison

Colin Atkinson

CFP®, APMA

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Colin Atkinson


Our team

Jilene M. Guttenfelder

Jilene M. Guttenfelder

Operations Director,

Chief Operating Officer of Marblestone Wealth

Personal Intro

Marblestone Wealth

Qualifications

  • FINRA Series 7 Licensed
  • FINRA Securities Industry Essentials (SIE)

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 L. Couture

Maria L. Couture

Financial Planning Specialist

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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Belle L. Grimm

Belle L. Grimm

Client Service Coordinator

Roles & Responsibilities

  • Appointment Scheduling
  • Client Reception
  • Phone Management
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Emma Cooley

Emma Cooley

Intern