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


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

Private Wealth Advisor

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

Timothy S Walsh

CFA®

Associate Financial Advisor

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

Marcy Smith

APMA

Associate Financial Advisor

Learn more about Marcy Smith
Advisor photo for William Harrison

William Harrison

APMA

Associate Financial Advisor

Learn more about William Harrison


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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Colin M. Atkinson, APMA™

Colin M. Atkinson, APMA™

Client Service Coordinator

Qualifications

  • FINRA Series 7 Licensed
  • FINRA Securities Industry Essentials (SIE)
  • FINRA Series 66 Licensed
  • APMA™

Roles & Responsibilities

  • Money Movement
  • Account Maintenance & Transfers
  • Client Service
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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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