About Us

Samantha focuses on educating clients about the assets that they have, the financial implications on the division of assets and support payments factoring into cash flow. She also helps clients understand how to feel secure in their financial future as an individual post-divorce. It is important to her that she help you to answer the question “Am I going to be okay?”

Samantha is a founding member of Strategic Divorce Planning and ETHOS Strategic Partners and has guided hundreds of people through the divorce process. Samantha helped form ETHOS Strategic Partners, and more recently Strategic Divorce Planning after her attendance at Babson College with a degree in Business Administration. She enjoys traveling, yoga and cooking.

Bob began his financial services career after receiving his Bachelor of Science degree in Management from Bentley University. He served as a financial representative and sales manager with New York Life Insurance Company, and then held roles at AIG as an Agency Manager and served as a Senior Vice President for Bank of America, CNA-Viaticus, and Citi/Smith Barney before starting his own private Independent Registered Investment Advisory Practice from 2009 to 2013. He is a Co-Founder and Financial Advisor at Strategic Divorce Planning. He also operates as a Senior Financial Advisor and Director of Financial Services for ETHOS Strategic Partners.

Bob has been awarded the Accredited Investment Fiduciary® (AIF®) designation from the Center for Fiduciary Studies™, the standards-setting body for fi360. The AIF designation signifies specialized knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. The designation is the culmination of a rigorous training program which includes an agreement to abide by the Code of Ethics and Conduct Standards.

Bob is a former board member of “Brain Balancing of Greater Boston,” an organization dedicated to improving the technology that will change how head injuries, PTSD, ADD, and other conditions are treated.

Glenn is dedicated to working with people through the divorce process and experienced it first hand when his parents got divorced after a long marriage. Even though he was a young adult, it still had a significant effect on him and his siblings. Additionally, Glenn himself got divorced after 24 years of marriage and raising 3 young adults. He knows first-hand that many people are operating in a mental and emotional “fog” going through this process which can impair one’s judgement. Glenn is dedicated to helping people in this position navigate to clear waters with the wind in their sails.

Over the course of his career, Glenn has excelled at every level. Before joining the financial services industry 7 years ago, he was a founder of a successful information technology firm with over 500 employees. Although he was accomplished in business, he derives greater enjoyment from helping people make sense of the world of financial instruments and financial wellness. He believes discussions are made to be more complex than they really are. He prides himself in being able to talk about finances in a way that can be easily understood by someone who doesn’t live in the world of finance and says “armed with enough, intelligible information, people will make the right decision in their best interest”.

Glenn graduated from Arizona State University with a B.S. in General Business administration. Of note, he was a member of the 12-0 Fiesta Bowl and Co-National Champion SunDevil Football team in 1975. His special skill is connecting with people and lifting them up.

Click here to schedule an appointment with Glenn.

Nina has been a practicing CPA for nearly 30 years primarily working with individual and small business clients with tax preparation, tax planning, and consulting. As a CDFA®, she works closely with clients and their attorneys during all stages of the divorce process to understand the tax and financial implications of various divorce settlement options, assist with post-divorce budgeting and housing considerations, income, and asset discovery, and forensics accounting. Nina believes that through financial knowledge comes less anxiety and empowerment which allows you to make the most informed decisions possible.

As a Divorce Financial Expert, Pratik uses his 20+ years in the financial space to help individuals get financially organized and prepared to navigate the divorce process. With a focus on collaboration and mediation, his philosophy is to help you at the beginning, middle and post-divorce process. He commonly refers to his own personal divorce as a “successful transition to the next chapter of my life.” With 2 healthy kids and a civil relationship with his ex, he is proof that you can move forward in a happy and healthy way.

Gregory’s passion for helping people going through divorce comes directly from his work with children. He saw first hand the effect that divorce has on children and their ability to not only pursue the things they are passionate about but excel in those pursuits. His experience teaching also taught him that understanding where people are in their life, where they’re coming from, and where they’re trying to go is vital to helping them learn and progress. Gregory takes this idea to heart in his financial practice.

When working with people going through divorce it is especially important to meet people “where they are”. Everyone has a unique situation and level of experience, and on top of going through one of the most difficult emotional times of their life they’ve got to navigate one of the most important business transactions of their life, divorce. Divorce is complex, there are emotional, legal, and financial issues that all need to be addressed while balancing your everyday life, and it doesn’t stop there. Once the divorce is finalized you then need to move on and rebuild your new life. This is why Gregory joined Vesta’s team, they understand the complexity of the experience and have built a team of highly vetted professionals to help address each of the different areas. As a team athlete and coach Gregory works well as part of a team and values the power of people working towards a common goal, because it’s impossible for someone to be an expert in everything.

There are many potential pitfalls in the financial part of the divorce process that can impact a person for the rest of their life, and as one of the financial professionals on the team Gregory has specialized in helping people navigating these pitfalls. As a CDFA®, his purpose is to help people makes sense of their financial situation and understand the consequences associated with various decisions that they can make. He also brings ideas to the table to help people not only be “okay” but thrive in their lives post-divorce. This is the impact that Gregory lives to make in the lives of his clients.

Russ focuses on using his personal experiences to remove the conflict as much as possible from the separation process in order to help his clients focus on what needs to be accomplished without allowing the “white noise” to distract them from their goals.

With a background in business planning and estate planning, Russ aids in simplifying the financial components to give a clear answer on what his clients have and what they need to feel empowered through the process. He will provide clarity on what life will look like after the separation and aid with any additional planning this chapter may require.

Jim has had numerous family members go through divorce. He also has many experiences helping to advise clients through the different stages in divorce. This has given him a deep appreciation and understanding of the psychological, emotion and financial impact that divorce can have.

Jim grew up on the South Shore, and currently resides in Norwell, MA with his wife Amy. She holds a doctorate degree (Doctor of Nursing Practice) and is a Neonatal Nurse Practitioner through Boston Children’s Hospital, at South Shore Hospital. They have two children: James II and Hannah. Jim and Amy are big supporters of the March of Dimes, Rally to Give, and other local charities. Jim also donates time to local colleges and schools in teaching 20 or more Adult Financial Education programs around Massachusetts a year, as well as helping to coach his children’s hockey teams.

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In his free time Jim loves spending time on the water with his family and friends. He also spends time under the water scuba diving and exploring uncharted waters.

She finds the Financial Services industry quite interesting after spending 30 years with John Hancock Financial Services and enjoys supporting clients and Advisors. She primarily handles all administrative duties and client service. Her friendly voice will greet you when you call Strategic Divorce Planning. She can be reached at (617) 219-9735.

Having that experience along with almost 2 decades of customer service experience she is a great addition to the team. She joined the team eager to support our CDFA’s and learn more ways to help out the team and our clients. Her primary duties include onboarding new clients, administrative and office management responsibilities.