Wealth Advisor

Alden Witman

Alden Witman serves as a wealth advisor at RWA Wealth Partners. In his role, Alden meets with current and potential clients to gain a clear understanding of their complex financial needs in order to design and implement customized financial plans and provide ongoing portfolio recommendations based on market conditions, tax considerations and individual client objectives.

Alden joined RWA Wealth Partners in 2019. He started his career in the financial services industry with UBS in 2012 before moving to The Harvest Group as a wealth management advisor.

Alden graduated from Quinnipiac University in 2004 with a B.S. in economics. He earned his Accredited Wealth Management Advisor^SM designation in 2015 and has been a CERTIFIED FINANCIAL PLANNER^® professional since 2016.

He lives in Wrentham, MA, with his wife, Stephanie, and sons, Henry and Ford.

The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.

Wealth Advisor

Andrew Kling

Andrew serves as a wealth advisor at RWA Wealth Partners. He has over 15 years of experience helping individuals and families navigate their financial journeys. In his role, Andrew meets with current and potential clients to discuss investment philosophy and process; develops and implements clients’ investment objectives; and provides portfolio recommendations based on market environment, tax considerations and individual client objectives. Andrew and his team are dedicated to delivering exceptional service and ensuring clients have a positive, seamless experience.

Before joining RWA Wealth Partners in 2021, Andrew served as a vice president and financial consultant at Charles Schwab, where he honed his skills in investment strategy, retirement planning and wealth preservation.

Andrew graduated with a B.S. in economics from Hamilton College.

Outside of his professional life, he is an avid fisherman and golfer. He resides in Somerville, MA, with his wife and two children.

Partner, Senior Wealth Advisor

Bradley Sharp

Bradley (“Brad”) Sharp is a partner and senior wealth advisor with RWA Wealth Partners. He has been working with high-net-worth individuals and families for over 25 years. Brad brings a deep understanding of the intricate financial planning needs unique to clients with substantial wealth. He partners with our investment team to manage clients’ wealth holistically, with a focus on growth and preservation. By collaborating closely with our tax team, Brad also integrates customized solutions for complex tax planning needs.

Prior to joining the firm in 2008, Brad spent 12 years at Fidelity Investments, including as vice president and senior account executive in the private client group where he oversaw client relationships totaling more than $1.4 billion.

Brad earned a B.A. in economics from Colorado State University. He is a CERTIFIED FINANCIAL PLANNER^® professional, a member of the Financial Planning Association, and an 11-time recipient of the Boston magazine Five Star Wealth Manager award.*

Brad lives with his wife and two children in Waban, MA. He enjoys traveling and spending time with his family.

*The Boston Five Star Wealth Manager award is administered by Crescendo Business Services, LLC. A fee was not paid to be placed on this list. Brad Sharp was recognized as a Boston Five Star Wealth Manager in 2012, 2013, 2015, and each year from 2017 to 2024. The award does not evaluate the quality of services provided to clients nor is it indicative of the wealth advisor’s future performance of investment success. For more information on this award, Important Disclosure Information – RWA Wealth Partners

The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.

Partner, Senior Wealth Advisor

Christopher Hagan

Christopher (“Chris”) Hagan is a partner and senior wealth advisor at RWA Wealth Partners. In his role, Chris meets with current and potential clients to discuss investment philosophy and process; develops and implements each of his clients’ investment objectives; and provides ongoing portfolio recommendations based on market environment, tax considerations and individual client financial goals.

Chris joined RWA Wealth Partners upon its acquisition of Kobren Insight Management (Kobren) in 2011. Prior to joining Kobren in 2009, he worked at Fidelity Investments in both San Francisco and Boston as the director of executive services, educating and guiding corporate executives on equity compensation exercise strategies.

Chris is a multi-year winner of the Boston magazine Five Star Wealth Manager award.*

Chris earned an MBA from the University of San Francisco and a B.A. from Saint Michael’s College. He also holds a Chartered Retirement Planning Counselor^SM (CRPC^®) designation and the Chartered Financial Consultant^® (ChFC^TM) designation.

*The Boston Five Star Wealth Manager award is administered by Crescendo Business Services, LLC. A fee was not paid to be placed on this list. Chris Hagan was recognized as a Boston Five Star Wealth Manager each year from 2013 to 2024. The award does not evaluate the quality of services provided to clients nor is it indicative of the wealth advisor’s future performance of investment success. For more information on this award, please refer to the disclosures on our Awards and Professional Designations page. Important Disclosure Information – RWA Wealth Partners

The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.

Partner, Wealth Advisor

David Mastroianni

David Mastroianni is a partner and wealth advisor with RWA Wealth Partners. He works with clients to develop a cohesive strategy to help meet their most complex financial needs and goals. David is passionate about financial planning and fostering strong, personal relationships. David collaborates closely with experts within the firm and is dedicated to providing clients the highest level of service and an exceptional experience.

Prior to joining RWA Wealth Partners in 2014, David gained valuable knowledge in previous positions as a registered representative with John Hancock Financial Network, as an investment consultant at FactSet Research Systems, and as a financial associate with LPL Financial.

David graduated from Babson College and earned a B.S. in business management, concentrating in finance. He is a CERTIFIED FINANCIAL PLANNER^® professional and holds the Accredited Wealth Management Advisor™ designation. David is an active board member of the NexGen committee of the New England chapter of the Financial Planning Association. He has also served as a guest lecturer at various colleges and universities. In 2023, David was recognized as a Five Star Wealth Manager by Boston magazine.*

In his spare time, David enjoys traveling, cooking, admiring vintage cars and cheering on his favorite Boston sports teams. He resides in the Charlestown neighborhood of Boston with his wife and their dalmatian, Santino.

*The Boston Five Star Wealth Manager award is administered by Crescendo Business Services, LLC. A fee was not paid to be placed on this list. David Mastroianni was recognized as a Boston Five Star Wealth Manager in 2023 and 2024. The award does not evaluate the quality of services provided to clients nor is it indicative of the Wealth Advisor’s future performance of investment success. For more information on this award, please refer to the disclosures on our Awards and Professional Designations page. Important Disclosure Information – RWA Wealth Partners

The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.

Partner, Wealth Advisor

Diana Linn

Diana Linn is a partner and wealth advisor at RWA Wealth Partners. She works closely with clients to recommend suitable investment strategies and helps develop customized financial plans that are designed to address each client’s unique situation. Diana is passionate about helping women navigate the financial complexities of divorce, providing invaluable support during what is often a highly stressful and challenging time.

Prior to joining RWA Wealth Partners, Diana cultivated her expertise in client service while working at Income Research + Management and Windhaven Investments.

Diana graduated from Virginia Tech with a B.S. in biology and chemistry. Diana is a CERTIFIED FINANCIAL PLANNER^® professional and holds the Certified Divorce Financial Analyst^® certification. She is a two-year recipient of the Boston magazine Five Star Wealth Manager award.*

Diana is an avid runner and enjoys teaching group fitness classes and spending time with her family. She resides in Framingham, MA, with her husband and two sons.

*The Boston Five Star Wealth Manager award is administered by Crescendo Business Services, LLC. A fee was not paid to be placed on this list. Diana Linn was recognized as a Boston Five Star Wealth Manager in 2023 and 2024. The award does not evaluate the quality of services provided to clients nor is it indicative of the wealth advisor’s future performance of investment success. For more information on this award, please refer to the disclosures on our Awards and Professional Designations page. Important Disclosure Information – RWA Wealth Partners

The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.

Partner, Senior Wealth Advisor

Dina Milne

Dina Milne is a partner and senior wealth advisor with RWA Wealth Partners. She works closely with clients to recommend suitable investment strategies and helps develop customized financial plans that are designed to address each client’s unique situation. Dina and her team collaborate closely with experts within the firm with the goal of always providing clients unparalleled service and an exceptional overall experience.

Before joining RWA Wealth Partners in 2014, Dina lived in Canada and worked as an account manager at the Royal Bank of Canada and as a financial advisor at Edward Jones. Her diverse background includes extensive international experience, as she has lived and worked abroad in New Zealand, Italy and Egypt. Prior to her career in the financial services industry, Dina taught primary and secondary students in the United Arab Emirates.

Dina earned a B.A. in political science from the American University in Cairo, Egypt. She is also a CERTIFIED FINANCIAL PLANNER^® professional and a member of the Financial Planning Association. She is a multi-year recipient of the Boston magazine Five Star Wealth Manager award.*

Dina enjoys traveling and spending time with her family. She resides in Hudson, MA, with her husband.

*The Boston Five Star Wealth Manager award is administered by Crescendo Business Services, LLC. A fee was not paid to be placed on this list. Dina Milne was recognized as a Boston Five Star Wealth Manager each year from 2022 to 2024. The award does not evaluate the quality of services provided to clients nor is it indicative of the wealth advisor’s future performance of investment success. For more information on this award, please refer to the disclosures on our Awards and Professional Designations page. Important Disclosure Information – RWA Wealth Partners

The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.

Partner, Senior Wealth Advisor

Elizabeth Kesselman

Elizabeth (“Liz”) Kesselman is a partner and senior wealth advisor at RWA Wealth Partners. She has more than 25 years of financial services experience focusing on individuals, multigenerational families, foundations and retirement plans, and she offers expertise in the area of equity compensation. In her role, she meets with current and potential clients to discuss investment philosophy and process; develops and implements her clients’ investment objectives; and establishes ongoing portfolio recommendations based on market environment, tax considerations and individual client objectives. Liz and her team work closely with our investment team, tax professionals and estate planners to provide clients with a comprehensive and seamless experience.

Prior to joining RWA Wealth Partners in 2004, she served as vice president at Fisher Investments, where she provided tailored financial solutions to clients. Additionally, she held the role of regional vice president at Pioneer Investment Management, working directly with clients to meet their financial needs.

Liz earned her B.A. from Bates College and attended Phillips Academy Andover. She holds the Equity Compensation Associate (ECA) designation and was named to Forbes’list of Top Women Wealth Advisors in 2020 and Forbes’ Top Women Wealth Advisors Best-In-State in 2022, 2023 and 2024.*

She lives in Southborough, MA, with her husband and son and is an active member of the Southborough Cultural Arts Council.

*The Forbes Top Women Wealth Advisors and the Forbes Top Women Wealth Advisors Best-In-State selection process was conducted by SHOOK Research. A fee was not paid to be placed on these lists. The awards do not consider portfolio performance and do not evaluate the quality of services provided to clients nor are they indicative of the wealth advisor’s future performance of investment success. For more information on these awards, please refer to the disclosures on our Awards and Professional Designations page. Important Disclosure Information – RWA Wealth Partners

The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.

Wealth Advisor

Geoffrey Turner

Geoffrey (“Geoff”) Turner serves as a wealth advisor at RWA Wealth Partners. In his role, Geoff meets with clients to gain a clear understanding of their complex financial needs in order to design and implement customized wealth plans. He works closely with our investment team, tax professionals and estate planner to help clients achieve their unique long-term goals.

Prior to joining the firm in 2010, he worked at Fidelity Investments and was a 401(k) specialist assisting with nonprofit retirement accounts.

Geoff is a graduate of Plymouth State University, where he earned a B.S. in marketing.

Geoff resides in Winthrop, MA, with his wife and children. He enjoys cheering on Boston sports teams and spending time in New Hampshire with his family.

Partner, Wealth Advisor

James Verity

James (“Jamie”) Verity is a partner and wealth advisor at RWA Wealth Partners. He works closely with individuals and families to implement personal and comprehensive financial planning solutions. Jamie is passionate about providing guidance and support tailored to seniors, including managing health care costs, estate planning, understanding retirement options, and addressing the emotional and social aspects of aging.

Prior to joining RWA Wealth Partners in 2005, Jamie was a vice president and investment center manager for Charles Schwab. He also served clients as a registered representative at Olde Brokerage.

Jamie earned a B.A. in business with a minor in economics from Plymouth State University. He holds a Certified Senior Advisor (CSA)^® designation and is a multi-time winner of the Boston magazine Five Star Wealth Manager award.*

Jamie resides in Medford, MA, with his wife and children. In his free time, he enjoys spending time in New Hampshire with his family.

*The Boston Five Star Wealth Manager award is administered by Crescendo Business Services, LLC. A fee was not paid to be placed on this list. James Verity was recognized as a Boston Five Star Wealth Manager each year from 2013 to 2024. The award does not evaluate the quality of services provided to clients nor is it indicative of the wealth advisor’s future performance of investment success. For more information on this award, please refer to the disclosures on our Awards and Professional Designations page. Important Disclosure Information – RWA Wealth Partners

The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.

Wealth Advisor

James Altschuler

James (“Jim”) Altschuler is a wealth advisor at RWA Wealth Partners. Jim provides comprehensive wealth plans in coordination with our investment team, tax professionals and estate planners, and he is responsible for developing customized solutions to help individuals and families realize their near- and long-term financial goals.

Jim joined RWA Wealth Partners in 2022 upon the acquisition of his firm, Altschuler Financial Services, where he’d served as the chief investment officer since 1994. Prior to that, he held several positions in the accounting field and started his career at Arthur Andersen as a tax accountant.

He earned a B.S. in accounting from Bryant University and holds a CPA designation. Jim is also a CERTIFIED FINANCIAL PLANNER^® professional.

He and his wife reside in Lexington, MA. He enjoys spending time with his family and playing tennis with his wife.

The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.

Partner, Wealth Advisor

John Kennedy

John Kennedy serves as a wealth advisor for RWA Wealth Partners. John plays an integral role in understanding and servicing our clients’ individual planning needs. He is passionate about guiding clients through financial decisions to help best position them for the future. John partners with our investment team, tax professionals and estate planners, as he strongly believes that all facets of a client’s financial life should be addressed.

Prior to joining the firm in 2009, John was a financial advisor at Merrill Lynch and Morgan Stanley, where he worked with individuals to develop and implement personalized financial plans and investment solutions. He also worked at Fidelity Investments for more than eight years supporting registered investment advisors.

John is a U.S. Navy veteran and graduated from Syracuse University with a B.S. in finance. He sits on the board of directors for RIVMA Companion Animal Foundation, a nonprofit organization that provides access to compassionate veterinary care for low-income pet owners.

John resides in Providence, RI, with his wife and dog, and the occasional foster dog.

Partner, Senior Wealth Advisor

Joshua Jones

Joshua Jones is a partner and senior wealth advisor at RWA Wealth Partners. He serves as a member of Joshua (“Josh”) Jones is a partner and senior wealth advisor at RWA Wealth Partners. Josh has been passionate in helping clients achieve their financial goals since 2005. He specializes in recommending suitable investment strategies and providing comprehensive financial planning solutions to help individuals, families and institutions make smart financial decisions to help secure their future.

Josh is a multi-year winner of Boston magazine’s Five Star Wealth Manager award.*

A graduate of the University of Vermont, Josh earned a B.A. in political science with a minor in business. He is also an alum of Phillips Exeter Academy.

Josh resides in Princeton, MA, with his wife and three sons. Outside of the office, Josh enjoys the outdoors and spending time with his family.

*The Boston Five Star Wealth Manager award is administered by Crescendo Business Services, LLC. A fee was not paid to be placed on this list. Josh Jones was recognized as a Boston Five Star Wealth Manager each year from 2013 to 2020 and 2022 to 2023. The award does not evaluate the quality of services provided to clients nor is it indicative of the wealth advisor’s future performance of investment success. For more information on this award, please refer to the disclosures on our Awards and Professional Designations page. Important Disclosure Information – RWA Wealth Partners

Partner, Senior Wealth Advisor

Kari Wolfson

KariKari Wolfson is a partner and senior wealth advisorat RWA Wealth Partners. Kari plays an integral role in helping individuals and families build, sustain, and transfer their wealth according to their specific goals and needs. With a deep commitment to personalized service, Kari works closely with her clients on various aspects of financial planning, including philanthropyand next-generation planning, to ensure each client’s wealth strategy aligns with their unique values and goals.

Kari joined RWA Wealth Partners in 2011 after relocating to the Boston area from Chicago, where she previously worked as a registered client service associate for Astor Capital Management.

Kari earned her B.S. in finance from DePaul University. She is a CERTIFIED FINANCIAL PLANNER^® professional and earned her Accredited Wealth Management Advisor^SM designation. She is a member of the Financial Planning Association. In addition, Kari is a multi-time winner of the Boston magazine Five Star Wealth Manager award.*

Kari resides in Needham, MA, with her husband, two sons, and their sheepadoodle, Bauer. She enjoys traveling and cheering on her children at their sporting events and also cheering on her home team, the Iowa Hawkeyes.

*The Boston Five Star Wealth Manager award is administered by Crescendo Business Services, LLC. A fee was not paid to be placed on this list. Kari Wolfson was recognized as a Boston Five Star Wealth Manager each year from 2022 to 2024. The award does not evaluate the quality of services provided to clients nor is it indicative of the wealth advisor’s future performance of investment success. For more information on this award, please refer to the disclosures on our Awards and Professional Designations page. Important Disclosure Information – RWA Wealth Partners

The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.

Wealth Advisor

Matthew Shumaker

Matthew (“Matt”) Shumaker is a wealth advisor at RWA Wealth Partners and began his financial services career with the firm in 2017 as a client service associate. Matt is responsible for developing customized financial solutions to help individuals and families realize their goals and providing comprehensive wealth planning in coordination with our investment team, tax professionals and estate planners. Matt is especially attuned to the unique needs of each client and is dedicated to providing clients with exceptional service.

Matt graduated cum laude from Stonehill College with a B.S. in finance and business administration. He is a CERTIFIED FINANCIAL PLANNER^® professional.

Matt grew up in Milford, CT, and currently resides in Boston. Outside of work, he enjoys playing golf and basketball and traveling around the world.

The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.

Partner, Wealth Advisor

Matthew Wyllie

Matthew (“Matt”) Wyllie is a partner and wealth advisor at RWA Wealth Partners. Matt plays a key role in helping clients achieve their financial goals by providing personalized advice and strategies. His approach involves regularly meeting with clients to assess their financial planning needs and implementing investment strategies that align with their objectives. Matt takes pride in building strong relationships with his clients. His dedication to understanding each client’s financial picture enables him to provide customized advice designed to achieve their financial goals.

Matt joined RWA Wealth Partners in 2005 after serving as a financial planner with American Express/Ameriprise Financial, where he worked with individual clients to implement personal and comprehensive financial planning solutions. He is a multi-year winner of the Boston magazine Five Star Wealth Manager award.*

Matt graduated from Bryant College with a B.S. in business administration with a concentration in finance. He is a CERTIFIED FINANCIAL PLANNER^® professional and also earned his Accredited Wealth Management Advisor^SM designation.

He lives with his wife and daughter in Acton, MA, along with their lovable Redbone coonhound, Charlie.

*The Boston Five Star Wealth Manager award is administered by Crescendo Business Services, LLC. A fee was not paid to be placed on this list. Matt Wyllie was recognized as a Boston Five Star Wealth Manager each year from 2022 to 2024. The award does not evaluate the quality of services provided to clients nor is it indicative of the wealth advisor’s future performance of investment success. For more information on this award, please refer to the disclosures on our Awards and Professional Designations page. Important Disclosure Information – RWA Wealth Partners

The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.

Partner, Wealth Advisor

Michael Russo

Michael (“Mike”) Russo is a partner and wealth advisor at RWA Wealth Partners. In his role, Mike provides comprehensive wealth planning in coordination with our investment team, tax professionals and estate planners. With a deep commitment to personalized service, Mike implements each client’s investment objectives by providing portfolio recommendations based on market environment, tax considerations and long-term financial goals.

Mike graduated from Hobart College with a B.A. in economics and played four years of collegiate hockey.

Mike is a lifelong Massachusetts resident and currently resides in South Boston, MA, with his fiancée. Outside of work he enjoys hiking, playing hockey, and spending time with his family and goldendoodle.

Partner, Senior Wealth Advisor

Rick Winters

Frederick (“Rick”) Winters is a partner and senior wealth advisor at RWA Wealth Partners. Rick leverages more than two decades of experience to deliver comprehensive financial planning solutions for individuals and families with complex planning needs. With his team, Rick meets with clients to review their financial planning needs and communicate the firm’s investment strategies. He takes great pride in helping clients reach their long-term financial goals.

Rick joined RWA Wealth Partners in 2001, previously having worked at American Express Financial Advisors. He is a multi-year winner of the Boston magazine Five Star Wealth Manager award.*

Rick earned his B.S. in business administration with a concentration in marketing and finance from Marist College. He is a CERTIFIED FINANCIAL PLANNER^® professional, received a Chartered Retirement Planning Counselor℠ designation and holds an Accredited Wealth Management Advisor^SM credential. He is also a member of the MA Financial Planning Association.

Rick supports Big Brothers Big Sisters of Massachusetts Bay and NephCure Kidney International. He resides in Concord, MA, with his wife, son and daughter. In his spare time, Rick enjoys cooking, indoor rock climbing, coaching his daughter’s softball team, running, golfing and skiing. Originally from New Jersey, he is happiest when spending time with his family at the Jersey Shore.

*The Boston Five Star Wealth Manager award is administered by Crescendo Business Services, LLC. A fee was not paid to be placed on this list. Rick Winters was recognized as a Boston Five Star Wealth Manager each year from 2014 to 2024. The award does not evaluate the quality of services provided to clients nor is it indicative of the wealth advisor’s future performance of investment success. For more information on this award, please refer to the disclosures on our Awards and Professional Designations page. Important Disclosure Information – RWA Wealth Partners

The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.

Partner, Senior Wealth Advisor

Robert Lepson

Robert (“Bob”) Lepson serves as a partner and senior wealth advisor with RWA Wealth Partners. He has more than 30 years of experience helping individuals and families define their fiscal goals and make smart financial decisions. Bob is passionate about financial planning and has extensive experience in retirement income planning, risk-controlled portfolio design and charitable giving strategies. He partners with experts across the firm to provide clients with holistic wealth management services to help obtain the best possible outcomes.

Prior to joining the firm, Bob was vice president and regional planning consultant at Fidelity Investments, where he helped steer clients through the complexities of financial planning. He also worked for Fidelity Investments Life Insurance as a branch insurance specialist, where he provided clients with education and guidance on various life insurance products.

Bob has been named a Five Star Wealth Manager by Boston magazine multiple times since 2015. In addition, he has been featured in prominent publications such as The Boston Globe, Financial Advisor magazine, and The Wall Street Journal. Bob has also hosted an online finance forum on Boston.com.

Bob earned a B.A. from Brandeis University in American studies, and he is a CERTIFIED FINANCIAL PLANNER^® professional, a NAPFA-Registered Financial Advisor and a member of the Financial Planning Association.

Bob resides in Brookline, MA, with his wife and their Siberian husky, Luna. He has two adult children.

*The Boston Five Star Wealth Manager award is administered by Crescendo Business Services, LLC. A fee was not paid to be placed on this list. Bob Lepson was recognized as a Boston Five Star Wealth Manager each year from 2015 to 2024. The award does not evaluate the quality of services provided to clients nor is it indicative of the wealth advisor’s future performance of investment success. For more information on this award, please refer to the disclosures on our Awards and Professional Designations page. Important Disclosure Information – RWA Wealth Partners

The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.

Partner, Wealth Advisor

Ryan Christensen

Ryan Christensen is a partner and wealth advisor at RWA Wealth Partners. He is responsible for maintaining client relationships, recommending suitable investment strategies, and developing tailored financial plans. He provides comprehensive wealth planning in coordination with our investment team, tax professionals and estate planners.

Ryan joined RWA Wealth Partners in 2012 and has held the positions of account executive, account manager and client service associate. Before joining RWA Wealth Partners, Ryan was a registered representative at New England Financial Group, LLC.

Ryan received a B.S. in finance from Roger Williams University, where he played on the lacrosse team all four years. He is a multi-time winner of the Boston magazine Five Star Wealth Manager award.*

When he’s not at the office, Ryan is out on the golf course, in the boxing gym, or at home in Marion, MA, with his wife and their two daughters.

*The Boston Five Star Wealth Manager award is administered by Crescendo Business Services, LLC. A fee was not paid to be placed on this list. Ryan Christensen was recognized as a Boston Five Star Wealth Manager each year from 2021 to 2024. The award does not evaluate the quality of services provided to clients nor is it indicative of the wealth advisor’s future performance of investment success. For more information on this award, please refer to the disclosures on our Awards and Professional Designations page. Important Disclosure Information – RWA Wealth Partners

Partner, Senior Wealth Advisor

Stephen Johnson

Stephen (“Steve”) Johnson is a partner and senior wealth advisor at RWA Wealth Partners. Steve provides personalized financial guidance to clients to help them achieve their long-term financial objectives. By working closely with our investment team, tax professionals and estate planners, Steve provides a comprehensive and coordinated approach to managing and growing his clients’ wealth. His goal is to provide holistic advice that not only addresses immediate financial needs but also plans for the future, offering peace of mind and financial security for generations to come. Steve is also a portfolio manager for RWA Capital, a division of RWA Wealth Partners. In his role as portfolio manager, Steve manages fundamental and quantitative investment strategies.

Prior to joining RWA Wealth Partners in 2014, Steve spent 14 years at Charles Schwab, most recently as a private client consultant overseeing individual clients’ planning, portfolio design and allocation strategies. Steve has been quoted by Boston magazine, The Boston Globe, USA Today and The Washington Post. He is also a multi-year winner of the Boston magazine Five Star Wealth Manager award.*

Steve graduated from the University of Vermont with a B.A., earned a J.D. magna cum laude from the University of Maine School of Law, and is admitted to the Massachusetts Bar. He is also a CERTIFIED FINANCIAL PLANNER^® professional.

Steve is an avid baseball fan and enjoys spending time with his family. He resides in Leicester, MA, with his wife and daughter.

*The Boston Five Star Wealth Manager award is administered by Crescendo Business Services, LLC. A fee was not paid to be placed on this list. Steve Johnson was recognized as a Boston Five Star Wealth Manager each year from 2012 to 2015 and 2018 to 2024. The award does not evaluate the quality of services provided to clients nor is it indicative of the wealth advisor’s future performance of investment success. For more information on this award, please refer to the disclosures on our Awards and Professional Designations page. Important Disclosure Information – RWA Wealth Partners

The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.

Partner, Senior Wealth Advisor

Todd Peters

Todd Peters is a partner and senior wealth advisor at RWA Wealth Partners. In his role, Todd meets with current and potential clients to establish and implement investment and financial planning strategies based on their unique goals. Using his expertise to analyze each client’s financial picture through a holistic framework, Todd assesses specific needs and strategically plans for their near- and long-term time horizons.

Todd began his career in the financial services industry in 1982 and joined RWA Wealth Partners through its acquisition of Kobren Insight Management in 2011. Prior to joining Kobren Insight Management in 1993, he spent six years as a registered representative for Fidelity and four years as a compliance specialist with Financial Services Corporation.

Todd earned his B.A. in finance from the University of Toledo. He holds the Chartered Financial Analyst (CFA^®) certification and is a member of the CFA Institute and the CFA Society Boston.

Todd resides in Wellesley, MA, with his family.

The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.