We work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.


We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.


Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.


William Burton CPA, CFP

Bill, a graduate of the University of Connecticut, holds a Master’s degree from Bentley University. Bill is a Certified Public Accountant and a Certified Financial Planner™. His areas of expertise include tax reduction strategies and retirement planning.

Bill and his wife Sharon divide their time between Melrose, Massachusetts; Fort Myers, Florida; and the west coast of Ireland. Their daughter Elizabeth resides in New York City.


Kristen Lord, Enrolled Agent

Kristen is an Enrolled Agent and as such is licensed to represent taxpayers in front of the IRS. Kristen’s focus has been on estate, trust and individual tax preparation and assisting clients with tax resolution.

Kristen is the mother of Kyle, Lindsey, and Tyler. She spends much of her time watching her kids play lacrosse and field hockey for Salem State University. She resides in Saugus and enjoys spending her summers in Narragansett, Rhode Island.


Rudi Cudmore, Office Manager

Rudi is our Office Manager and an important part of the company. Rudi’s role is to create and maintain a pleasant work environment, ensuring high levels of organizational effectiveness and communication. She is the first point of contact for our clients and manages all billing matters.

Rudi is married to Don and they have two adult daughters, Devin and Danielle. They are both lifelong residents of Georgetown.


Dianne Newton, Financial Administrator

Dianne joined our team in 2021. Her primary responsibility is to assist our financial advisors to support our financial clients. While she won’t be able to answer your tax questions, rest assured she will find the right person who will. During tax season, Dianne handles all correspondence with our portal.

Dianne, a diehard Bruins fan, is an avid reader who also loves to kayak and spend time with her family. Dianne and her husband, Bob, live in Georgetown with their adult children Bradford and Erika.


Harold Zazula, CFP, RICP, CLTC

As a Certified Financial Planner™ and Retirement Income Certified Professional, Harold helps pre- and post-retirees develop savings, investment and withdrawal plans that take the guesswork out of preparing for and living in retirement.

Originally from New York, Harold started his career as a retirement plan actuary and consultant.

Harold, his wife, and three children reside in Malden, MA.